Investment Analyst in London

Investment Analyst in London

London Full-Time 50000 - 70000 £ / year (est.) No working from home possible
YOU Asset Management

At a Glance

  • Tasks: Research asset classes, analyse market data, and contribute to investment decisions.
  • Company: YOU Asset Management, a dynamic multi-asset investment manager.
  • Benefits: Gain real responsibility, competitive salary, and opportunities for professional growth.
  • Other info: London-based role with a focus on innovation and original thinking.
  • Why this job: Join a collaborative team and make impactful investment decisions from day one.
  • Qualifications: Strong degree in relevant fields and a passion for markets and economics.

The predicted salary is between 50000 - 70000 £ per year.

About us

YOU Asset Management is a multi-asset investment manager. We have run our flagship Multi-Asset Blend fund range since 2019, and a model portfolio service since 2004. We build portfolios across Equities, Fixed Income, Absolute Return and Real Assets for a range of client risk profiles. Our approach combines disciplined human judgement with a proprietary quantitative framework built from first principles, spanning analysis, asset allocation, risk management, performance attribution and trade execution. We are a small, collaborative team in which Analysts are given real responsibility early and are expected to contribute their own views.

The role

First and foremost we are looking for an original thinker, and someone who is not afraid to challenge the views of others and have their views challenged in turn. Over time, the successful candidate will play a core role in researching one or multiple asset classes and contribute directly to the team's investment decisions. In the first year, the focus will be on building a thorough understanding of how we run money by supporting the team's core processes.

Your initial focus

  • Drafting of external manager meeting research notes
  • Market-data analysis and interpretation
  • Automation and improvement of manual processes
  • Production of the weekly market update
  • Contribution to the monthly Investment Committee materials
  • Contribution to monthly and quarterly client reporting
  • Ad-hoc research projects and client tasks

As you develop

As you gain experience, your focus will shift from supporting processes to original research and analysis:

  • Manager research. Forming a view on whether a third-party manager's track record reflects genuine skill, and whether it is likely to persist
  • Asset allocation and portfolio construction. Bringing evidence and a clear thesis to the team's decisions, informed by original research supported by data analysis
  • Covering an asset class. Eventually taking research responsibility for part of the portfolio
  • Investment Committee. Proposing and debating ideas, and contributing to the cross-examination of others
  • Quantitative framework. Helping to build and refine the team's analytical, risk and attribution tools

Who we are looking for

We value how a candidate thinks above any particular background. The following qualities matter most:

  • Independent, evidence-led thinking. Comfortable holding a well-reasoned view that differs from the consensus, and able to explain why
  • Curiosity and range. A deep, durable interest in markets, economics and historical context, evidenced through a habit of reading widely and listening to podcasts (across financial literature, academic research and current affairs), then connecting those ideas and applying them to a portfolio context
  • Intellectual honesty. Willing to change your mind when the evidence changes, and able to say what changed it
  • Sound judgement under uncertainty. Able to weigh probabilities, distinguish skill from luck, and recognise the limits of the data
  • Rigour and attention to detail. Meticulous in checking your own work and constructive in reviewing others; healthily sceptical of data
  • A problem-solving instinct. Inclined to propose solutions rather than simply highlight problems
  • Clear reasoning and communication. Able to explain an investment thesis to all levels of our organisation, from our Investment Committee to underlying clients

Credentials and skills

  • Academic background. A strong degree in a discipline such as economics, finance, history, mathematics, the sciences or similar. An investment background is welcome but not required
  • Technical fluency. Fluency with AI, quantitative tools and statistical concepts is expected to be gained very rapidly. These include but are not limited to Claude, Python, VBA and Excel
  • Qualifications. The Investment Management Certificate (IMC), or a commitment to attain it promptly
  • Eligibility. The right to work in the UK
  • Location. This is a London-based role, at our offices in Cheapside

Investment Analyst in London employer: YOU Asset Management

At YOU Asset Management, we pride ourselves on being an excellent employer by fostering a collaborative and innovative work culture where Investment Analysts are empowered to take on significant responsibilities from day one. Our London-based office in Cheapside offers a dynamic environment that encourages original thinking and intellectual curiosity, providing ample opportunities for professional growth through hands-on experience in asset research and investment decision-making. With a commitment to employee development and a focus on evidence-led analysis, we ensure that our team members thrive both personally and professionally in their careers.

YOU Asset Management

Contact Details:

YOU Asset Management Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Analyst in London

Tip Number 1

Network like a pro! Get out there and connect with people in the investment world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!

Tip Number 2

Show off your skills! When you get the chance to meet potential employers, bring along examples of your work or projects you've tackled. Whether it’s a market analysis or a portfolio you’ve built, having tangible proof of your abilities can really set you apart.

Tip Number 3

Prepare for interviews by diving deep into the company’s investment strategies and recent performance. Be ready to discuss how your independent thinking aligns with their approach. This shows you’re not just interested in any job, but specifically in what they do at YOU Asset Management.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team. Keep an eye on our careers page for the latest opportunities!

We think you need these skills to ace Investment Analyst in London

Market Data Analysis
Research Skills
Asset Allocation
Portfolio Construction
Quantitative Analysis
Statistical Concepts
Python

Some tips for your application 🫡

Show Your Unique Thinking:We want to see how you think differently! In your application, don’t just follow the crowd. Share your original views and how they relate to investment analysis. This is your chance to stand out!

Be Curious and Informed:Demonstrate your curiosity about markets and economics in your written application. Mention any relevant readings or podcasts that have shaped your understanding. We love candidates who connect ideas and apply them to real-world scenarios.

Attention to Detail is Key:Make sure your application is meticulously checked. Typos or unclear reasoning can overshadow your great ideas. Show us that you value precision and clarity in your communication 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. Don’t miss out on this opportunity!

How to prepare for a job interview at YOU Asset Management

Know Your Numbers

As an Investment Analyst, you'll need to be comfortable with data. Brush up on your quantitative skills and be ready to discuss how you've used data analysis in the past. Prepare examples of how you've interpreted market data or contributed to investment decisions.

Show Your Curiosity

Demonstrate your passion for markets and economics by discussing recent trends or news articles that have caught your attention. This shows you're not just knowledgeable but also genuinely interested in the field, which is crucial for this role.

Prepare to Challenge and Be Challenged

The company values independent thinking, so be ready to present your views confidently. Think of a time when you disagreed with a consensus opinion and how you backed it up with evidence. This will show your ability to think critically and engage in constructive debate.

Master Clear Communication

You’ll need to explain complex investment theses clearly. Practice summarising your thoughts on a recent investment decision or market analysis in simple terms. This will help you convey your ideas effectively during the interview.