At a Glance
- Tasks: Analyse investment risks, prepare reports, and support strategic discussions for clients.
- Company: Join Van Lanschot Kempen, a leading firm in sustainable investment management.
- Benefits: Enjoy a competitive salary, hybrid working, and comprehensive health benefits.
- Other info: Collaborative environment with a commitment to diversity and inclusion.
- Why this job: Kickstart your career in investment management with real client exposure and growth opportunities.
- Qualifications: Degree in a numerate discipline and strong analytical skills required.
The predicted salary is between 54000 - 66000 £ per year.
As an Investment Analyst in our UK Fiduciary Management team, you will help pension schemes, charities, endowments and other institutional investors make and implement investment decisions. Fiduciary Management (also known as outsourced Chief Investment Officer or “OCIO”) combines investment strategy, portfolio oversight and client advice. Rather than focusing on stock picking or trading, you will work across entire portfolios, helping clients manage risk, set long-term objectives and achieve better investment outcomes.
Working alongside experienced client consultants and investment professionals, you will analyse portfolios, contribute to strategy discussions, prepare client meeting materials and gain exposure to public and private markets, liability-driven investing, hedge funds, credit strategies and portfolio construction. Much of your work will support UK pension scheme clients and their trustee boards. You will help analyse investment risks and opportunities, prepare recommendations, contribute to strategic discussions and support the implementation of investment decisions across client portfolios.
This role offers a strong foundation in institutional investment management and provides a pathway towards greater investment responsibility and direct client exposure over time.
Your specific tasks will include:
- Analysing funding levels and investment risks for pension scheme clients
- Producing reports and presentations for clients and trustee boards
- Assisting with client queries and meeting preparation
- Analysing investment performance at a fund level and total portfolio level
- Supporting investment strategy reviews, manager research and portfolio positioning
- Working closely with our portfolio management team, researchers and operational specialists.
These responsibilities are expected to grow over time with experience and learning; we will support you in this development.
Your talents:
You will be intellectually curious, numerate and motivated to build a career in investment management. You will enjoy solving problems, analysing data and communicating complex ideas clearly. You will take ownership of your work, thrive in a collaborative environment and be keen to learn from experienced colleagues.
You also have:
- An interest in financial markets and institutional investing.
- Strong numerical and analytical skills.
- Excellent written and verbal communication.
- Familiarity with the Microsoft Office suite.
- A degree in a numerate discipline and a readiness to start work on relevant professional exams (e.g. CFA or actuarial qualifications).
- Good attention to detail and a commitment to quality.
- Confidence in evaluating and adopting new AI tools relevant to your field.
At Van Lanschot Kempen, we help clients invest for the future in a sustainable, innovative and increasingly data-driven world. With nearly 300 years of heritage and more than 2,300 colleagues across a diverse range of disciplines, we combine long-term thinking with a forward-looking approach to investment management.
You will join our UK Fiduciary Management team, working closely with colleagues across portfolio management, investment research and operations in London and Amsterdam. Together, we deliver high-quality investment advice and client service, combining analytical rigour, market insight and effective execution to help our clients achieve their objectives.
We believe that diverse perspectives strengthen decision-making and drive better outcomes for our clients and colleagues. We are committed to creating an inclusive environment where everyone feels valued, respected and able to contribute fully. We encourage colleagues to bring their authentic selves to work and are proud of the culture we have built.
A good work-life balance with our 'hybrid way of working' is a good example of this. As an Investment Analyst you will also be given:
- A base salary and a discretionary bonus scheme
- A ‘hybrid’ flexible working structure – currently targeted as Tuesday through Thursday in our City office, Mondays and Fridays working remotely.
- Private Medical Insurance and Dental Insurance
- Health Assessments, provided to employees every second year
- Group Life Assurance
- Group Income Protection
- Group pension contribution at 9% of an employee's annual salary
- 0% Employee season ticket loan
- Cycle to Work scheme
- 25 days of holiday per annum with an option to buy or sell up to 5 days of holiday per year (full-time employees; pro rata for part-time)
Graduate/Junior Investment Analyst (Fiduciary Management / OCIO) in London employer: Van Lanschot Kempen
At Van Lanschot Kempen, we pride ourselves on being an exceptional employer, offering a dynamic and inclusive work environment in the heart of London. Our commitment to employee growth is reflected in our comprehensive benefits package, including private medical insurance, generous holiday allowances, and a hybrid working model that promotes a healthy work-life balance. Join us to be part of a diverse team where your contributions are valued, and you can thrive in the fast-paced world of financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Graduate/Junior Investment Analyst (Fiduciary Management / OCIO) in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Van Lanschot Kempen. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Graduate/Junior Investment Analyst (Fiduciary Management / OCIO) in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Van Lanschot Kempen.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Van Lanschot Kempen's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Van Lanschot Kempen
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Van Lanschot Kempen.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Van Lanschot Kempen will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Van Lanschot Kempen employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
