Espace Recruteurs

Investment Analyst

Nelson Scott LLP
Royaume-Uni, Londres
Mise en ligne il y a 6 jours Hybride CDI Neg
M
Mise en ligne par
Mike Blundell-Jones
Recruiter
This independently owned Private Client Wealth Management company, who manage private client assets through discretionary portfolios, platform models and OEICS, either direct or through intermediaries, now require an experienced Investment Analyst, with 2 - 4 years’ experience of analysing investment solutions -Pref Equities and at least CFA level 1 + Minimum 2:1degree from a leading university and be highly numerate with at least an ‘A’ in A level Maths

Key Responsibilities

· Lead equity sector analyst

· Generating investment ideas that add tangible value to client portfolios

· Attending the Investment Committee to help the team with key investment decisions, with the aim of becoming a member

· Creating research reports and presenting them to the Asset Allocation and Investment Committees

· Developing investment knowledge with a view to managing portfolios in the longer term

· Helping with the development and maintenance of in-house valuation tools

· Aiding the Business Development team with pitching the Saltus Investment Proposition 

· Supporting with the on-boarding, investing, and monitoring of client assets

· Assisting with the distribution of quarterly valuation and tax packages 

· Studying for relevant investment qualifications supported by the firm

· Getting involved in other projects within the business as and when they arise

Key Attributes

· A proactive and energetic individual who has a strong interest in financial markets

· An excellent communicator who is also down to earth and can work well in a small team

· 2 - 4 years’ experience of analysing investment solutions, or similar industry experience

· At least CFA level 1, or similar industry qualification

· Educated to degree level (min 2:1) from a leading university and be highly numerate with at least an ‘A’ in A level Maths 

· A high level of experience using Microsoft Excel and other Office - coding experience is beneficial

· Good time management skills, with the ability to prioritise tasks and work to multiple deadlines 

· The ability to form successful professional relationships both internally and externally

· Actively seeks ways of improving quality and efficiencies in procedures

Référence  MBJ
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