Investment Analyst

We are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private clients. They are looking to hire an Investment Analyst into their growing Portfolio Construction team. This is one of the most exciting and impressive FinTechs that have launched in recent years that have already grown assets significantly over a sustained period. Their culture is progressive, collegiate and is best described as high performance but low ego.

They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client-focused approach. In the last couple of years, this firm has grown their client and asset base and are looking to continue to grow their team as a result. More details on request, but it should be stressed that there are several differentiating factors this firm has compared to their competition in what is a crowded market.

One simple differentiator is the sheer level of their success, which has been driven by an exceptionally high-calibre team and an extremely positive work environment and team spirit. Perhaps best described as having the culture of a FinTech start-up whilst delivering institutional-level service to sophisticated UHNW and HNW clients. We have placed around 30 people with this firm in the last few years so have a strong understanding of the culture, team and work as a result.

They have significant momentum behind their growth but are still at a stage where people are able to play vital roles in their journey. We are more than happy to go into significant amounts of detail with relevant candidates who are inquisitive but not yet certain of moving into a FinTech.

They are looking for well-rounded people that combine strong technical skillsets with a genuine entrepreneurial drive and desire. Anyone who can demonstrate experience of applied investment and financial analysis, along with strong communication and commercial skills, will be considered. Candidates with experience in investment strategy or multi-asset research could be good fits. It’s worth noting that they focus on passive investing, so this role would not suit someone looking to work in an active investment management role.

As with any role at a growing firm, this position will be broad in scope, with significant chances to take on meaningful responsibility. Some key aspects of the role will include:

• Developing and managing investment models tailored to clients’ needs.
• Conducting analysis of multi-asset class portfolios including exposure to private investments (e.g. private equity).
• Participating in investment research.
• Assisting with the preparation of investment materials and client communications.
• Monitoring portfolio risks and implementing proprietary portfolio tools.

Whilst our client is prioritising the person over the CV, the ideal skill set would look like the following:

• 1–3 years of experience in an investment strategy or similar role, ideally within wealth management or asset management.
• Strong understanding of portfolio construction, asset allocation, investment risk management, and multi-asset strategies.
• Strong academic background.
• Proven ability to collaborate across internal teams.
• Additional qualifications (e.g. CFA) are advantageous but not required.

Due to demand, we are advertising this role anonymously. If you would prefer to speak to someone before submitting a CV, please send a blank application to the role and someone will be in touch to discuss. We can only respond to highly qualified candidates.