Senior Investment Analyst

Full Job Description

We are excited to present a rare and exceptional opportunity to join a leading financial services firm specialising in serving High Net Worth and Ultra High Net Worth individuals, families, and businesses based in Central London. We are seeking a Senior Investment Analyst with experience in asset management to join our dynamic team. The successful candidate will play a pivotal role in effectively servicing clients and managing client portfolios through the investment management process.

Responsibilities:

• Provide key information and analysis on the markets and client accounts to support investment decision-making.
• Effectively service clients and manage client portfolios through the investment management process.
• Produce presentations for client meetings, incorporating market research and investment insights.
• Conduct market research to stay up to date with the current market outlook.
• Manage daily cash balances and ensure efficient cash flow management for client portfolios.
• Work within a small team in a hands-on role, supporting other investment professionals.

Experience and Requirements:

• Prior experience in asset management is required.
• Strong analytical skills and attention to detail are essential.
• Passion for investments and staying up to date with the current market outlook.
• Familiarity with financial analysis and experience dealing with banks and accounting firms are helpful.
• Experience in multitasking and prioritizing tasks effectively.
• Proactive and diligent approach to work.
• Absolute focus on client service, including awareness of cultural differences in working practices.
• High standard of written and oral communication.
• Strong understanding of MS Office, especially Word, PowerPoint, and Excel.

This is an exceptional opportunity for a first-rate individual to join an esteemed financial services firm and contribute to delivering exceptional wealth management solutions to their valued clients. If you meet the requirements and are passionate about investments and client service, we encourage you to apply for this role.