Overview

Our client, a highly regarded wealth management firm, is seeking an Investment Analyst / Investment Manager to join its London-based investment team. This is an exceptional opportunity to work directly with the CIO and senior investment managers, gaining exposure across multiple facets of the investment process.Responsibilities

Conduct research and monitoring of funds and investment managers across asset classes.Provide analysis and modelling to support portfolio construction and asset allocation.Collaborate with investment managers and advisors to deliver analytical support and client-ready materials.Prepare clear, insightful investment commentary for internal and external use.Contribute to firm-wide initiatives, including the rollout of new platforms, processes, and advisor tools.Support the utilisation and maintenance of investment systems such as Morningstar or FE.Candidate Profile

2–3 years'' experience in investments, fund research, or a related role.Demonstrable passion for financial markets and a commitment to developing a long-term career in investments.Excellent analytical, written, and verbal communication skills.Highly collaborative, with a flexible and proactive approach.Experience with investment systems (Morningstar, FE) advantageous.This position offers

Direct exposure to the CIO and senior investment leadership.A broad and varied remit with opportunities to expand responsibilities over time.A collaborative and growth-oriented culture within a prestigious wealth management firm.

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