At a Glance
- Tasks: Conduct in-depth research and analysis on companies to identify investment opportunities.
- Company: Leading global investment firm with a strong track record in innovative investing.
- Benefits: Competitive salary, professional development, and exposure to high-level investment strategies.
- Other info: Opportunity for career growth in a prestigious investment firm.
- Why this job: Join a dynamic team and make impactful investment decisions in a fast-paced environment.
- Qualifications: Degree in Finance or related field with relevant experience in investment analysis.
The predicted salary is between 50000 - 70000 € per year.
Our client, a leading global investment firm with a strong track record in event-driven and fundamental investing, is seeking a highly analytical and motivated Investment Analyst to join its London-based investment team.
Responsibilities
- Conduct in-depth fundamental research and analysis on publicly listed companies across a range of sectors and geographies.
- Build and maintain detailed financial models, including valuation, scenario, and downside analyses.
- Support the evaluation of investment opportunities within event-driven and long/short equity strategies.
- Monitor corporate events such as mergers and acquisitions, restructurings, spin-offs, and other catalysts.
- Prepare investment presentations and written recommendations for senior investment professionals.
- Track portfolio positions and assist with ongoing monitoring of existing investments.
Qualifications
- Bachelor’s or Master’s degree in Finance, Economics, Accounting, Engineering, or a related field.
- 2–3 years of experience in Investment Banking (M&A, Leveraged Finance, or Industry Groups), and/or 1–2 years of buy-side experience within a fundamental investment strategy (e.g., Long/Short Equity, Event-Driven, or Special Situations).
- Strong financial modelling, valuation, and analytical skills.
- Demonstrated interest in public markets and fundamental investing.
Planning Associate in London employer: Wealth Wings
As a leading global investment firm, we pride ourselves on fostering a dynamic and inclusive work environment in London that encourages analytical thinking and innovation. Our employees benefit from comprehensive professional development opportunities, competitive compensation packages, and a culture that values collaboration and excellence, making it an ideal place for those looking to grow their careers in investment analysis.
StudySmarter Expert Advice🤫
We think this is how you could land Planning Associate in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment field on LinkedIn or at industry events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your financial modelling skills. Be ready to discuss your past experiences and how they relate to the role of a Planning Associate. Practice makes perfect!
✨Tip Number 3
Showcase your analytical skills by bringing examples of your work to interviews. Whether it’s a financial model or an investment analysis, having tangible proof of your abilities can really impress.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Planning Associate in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Planning Associate role. Highlight your analytical abilities and any relevant experience in investment banking or fundamental investing to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit. Be specific about your interest in public markets and any relevant projects you've worked on.
Showcase Your Financial Modelling Skills:Since strong financial modelling is key for this position, consider including examples of models you've built or analyses you've conducted. This will demonstrate your hands-on experience and analytical prowess right from the start.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Wealth Wings
✨Know Your Numbers
Make sure you brush up on your financial modelling and valuation skills. Be prepared to discuss specific models you've built in the past and how they influenced investment decisions. This will show your analytical prowess and understanding of the role.
✨Research the Firm
Dive deep into the firm's investment strategies, especially their event-driven and long/short equity approaches. Understanding their recent investments and corporate events they've monitored will help you tailor your responses and demonstrate genuine interest.
✨Prepare for Technical Questions
Expect to face technical questions related to fundamental analysis and financial metrics. Practise explaining complex concepts clearly and concisely, as you'll need to communicate effectively with senior investment professionals.
✨Showcase Your Passion
Let your enthusiasm for public markets and fundamental investing shine through. Share any relevant experiences or projects that highlight your interest and commitment to the field, as this can set you apart from other candidates.
