Junior Investment Analyst

Top reasons to work for this client:

• Basic salary to £50k per annum.
• Annual Bonus 20%
• Well-established Single-Family Office across multiple asset classes.
• Excellent opportunity joining a dedicated team of 20 employees.
• Reporting into Chief Investment Officer working in an Investment Team of 5.
• Rewarding blend of investment and operations.
• Excellent career progression.
• Flat structure where you will be exposed to the full investment lifecycle.
• Professional study support provided for the CFA.
• Autonomous and supportive company culture.
• Baker Street Head Office, W1.
• Monday to Friday 8.30am-5.30pm
• Bupa Health, Enhanced 5% Pension Contributions, 25 Days holiday increasing to 30.

Core responsibilities will typically include:

• Help monitor the investment portfolio by maintaining the trade capture and performance systems.
• To produce reporting as needed for the end client, investment team, and other internal team members.
• Be an active part of the investment team and contribute to investment research through idea generation, initial and on-going due diligence, and portfolio and performance analysis.
• Assist to improve processes and to be conscious of both operational and investments risks.

Expected Qualifications, Skills & Experience:

• Strong investment operations experience (back office).
• Educated to a Degree standard (or equivalent) in numerical or financial discipline.
• Strong attention to detail, ability to manage own workload and priorities.
• Ability to work independently and as part of a team.
• Excellent communication and presentation skills.
• Demonstrable interest in financial markets.
• Very keen to learn.

Ideal:

• Working towards CFA.
• Experience gained in both investment and investment operations (front and back office).