3,255 Investment jobs in the United Kingdom
Investment Analyst - Portfolio Management
BD1 1AA Bradford, Yorkshire and the Humber
£70000 Annually
WhatJobs
Posted 4 days ago
Job Viewed
Job Description
Our client, a highly respected financial institution, is seeking a talented Investment Analyst to join their dynamic portfolio management team. This is a fully remote position, offering the flexibility to work from home while contributing to significant investment decisions. The ideal candidate will possess exceptional analytical skills, a deep understanding of financial markets, and a proven ability to conduct thorough research and valuation. You will be instrumental in supporting portfolio managers in making informed investment choices.
Responsibilities:
Responsibilities:
- Conduct in-depth research and analysis of various asset classes, industries, and specific companies.
- Develop financial models and valuation analyses to assess investment opportunities.
- Monitor market trends, economic indicators, and geopolitical events that may impact investment performance.
- Prepare detailed investment reports, presentations, and recommendations for portfolio managers.
- Assist in the construction and rebalancing of investment portfolios based on strategic objectives and risk parameters.
- Track the performance of existing investments and provide insights into variances from expectations.
- Collaborate with internal research teams and external data providers to gather relevant information.
- Ensure compliance with all regulatory requirements and internal policies.
- Contribute to the development of investment strategies and risk management frameworks.
- Support senior management with ad-hoc analytical projects and financial analysis.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
- Proven experience as an Investment Analyst, Financial Analyst, or similar role within the banking or investment management sector.
- Strong financial modelling and valuation skills (DCF, comparable company analysis, precedent transactions).
- Excellent understanding of capital markets, financial statements, and accounting principles.
- Proficiency in financial databases and analytical software (e.g., Bloomberg Terminal, FactSet, Excel).
- Exceptional analytical, critical thinking, and problem-solving abilities.
- Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Demonstrated ability to work independently and manage multiple priorities effectively in a remote setting.
- Progress towards or completion of CFA (Chartered Financial Analyst) designation is a significant advantage.
- High level of integrity and attention to detail.
This advertiser has chosen not to accept applicants from your region.
0
Investment Analyst - Portfolio Management
NR1 1BE Norwich, Eastern
£50000 Annually
WhatJobs
Posted 19 days ago
Job Viewed
Job Description
Our client, a respected financial institution, is seeking a highly analytical and detail-oriented Investment Analyst to join their sophisticated portfolio management team in Norwich, Norfolk, UK . This role is crucial in supporting investment decisions by conducting thorough research, financial modelling, and performance analysis. The ideal candidate will possess a strong understanding of financial markets, investment strategies, and quantitative analysis techniques. You will work closely with senior portfolio managers to identify investment opportunities and manage risk effectively.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Conduct in-depth research and analysis of various asset classes, industries, and individual securities.
- Develop complex financial models to forecast company performance and valuation.
- Perform due diligence on potential investments and present findings and recommendations to the investment committee.
- Monitor and analyze the performance of existing portfolio holdings, identifying trends and risks.
- Assist in the construction and rebalancing of investment portfolios based on market conditions and client objectives.
- Prepare comprehensive investment reports, presentations, and market commentary.
- Stay current with economic news, market developments, and regulatory changes impacting financial markets.
- Collaborate with trading desks and other financial professionals to execute investment strategies.
- Ensure compliance with all relevant financial regulations and internal policies.
- Contribute to the refinement of investment strategies and risk management frameworks.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. A Master's degree or CFA charter (or progress towards it) is highly desirable.
- Minimum of 3 years of experience in investment analysis, equity research, or portfolio management within the financial services industry.
- Strong proficiency in financial modelling, valuation techniques, and statistical analysis.
- Excellent analytical and critical thinking skills with a keen eye for detail.
- Familiarity with various financial databases (e.g., Bloomberg, Refinitiv) and analytical tools.
- Effective written and verbal communication skills, with the ability to present complex information clearly and concisely.
- Ability to work effectively under pressure and meet tight deadlines.
- Team player with a strong work ethic and commitment to professional development.
- Knowledge of fixed income, equities, derivatives, and alternative investments is a plus.
This advertiser has chosen not to accept applicants from your region.
1
Investment Analyst - Portfolio Management
WV1 1ST Wolverhampton, West Midlands
£55000 Annually
WhatJobs
Posted 19 days ago
Job Viewed
Job Description
Our client, a well-established investment firm, is seeking a motivated Investment Analyst to join their team in **Wolverhampton, West Midlands, UK**. This role is crucial for supporting the firm's portfolio management strategies through in-depth market research, financial analysis, and investment recommendations. You will be responsible for evaluating investment opportunities across various asset classes, monitoring portfolio performance, and contributing to strategic asset allocation decisions. The ideal candidate will possess a strong quantitative background, excellent analytical skills, and a deep understanding of financial markets and investment principles. You will work closely with senior portfolio managers and contribute to client reporting and presentations.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Conduct comprehensive financial and fundamental analysis of public and private companies.
- Research and evaluate investment opportunities across equities, fixed income, and alternative assets.
- Develop financial models to forecast company performance and valuation.
- Monitor macroeconomic trends and their potential impact on investment portfolios.
- Assist in the construction and management of investment portfolios, aligning with client objectives and risk tolerances.
- Track and analyze portfolio performance, identifying drivers of returns and risks.
- Prepare investment research reports, memos, and presentations for internal review and client communication.
- Collaborate with portfolio managers to execute trades and manage asset allocations.
- Stay abreast of regulatory changes and market developments impacting the investment industry.
- Maintain a thorough understanding of the firm's investment philosophy and process.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Relevant professional qualifications such as CFA (or progress towards), ACCA, or CIMA are highly desirable.
- 2-4 years of experience in investment analysis, portfolio management, or a related financial role.
- Strong proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, Bloomberg Terminal).
- Excellent understanding of financial markets, investment strategies, and risk management.
- Strong written and verbal communication skills, with the ability to present complex information clearly.
- Ability to work effectively in a hybrid team environment in **Wolverhampton, West Midlands, UK**.
- High level of attention to detail and accuracy.
This advertiser has chosen not to accept applicants from your region.
2
Investment Analyst - Portfolio Management
LS1 1BG Leeds, Yorkshire and the Humber
£50000 annum (plus
WhatJobs
Posted 19 days ago
Job Viewed
Job Description
Our client is a highly reputable financial institution renowned for its expert portfolio management and client-centric approach. We are seeking a sharp, analytical, and driven Investment Analyst to join our established team in Leeds, West Yorkshire, UK . This role is integral to our success, focusing on in-depth market research, financial analysis, and supporting the development and execution of investment strategies for a diverse range of client portfolios.
Your core responsibilities will include conducting fundamental and quantitative analysis of financial markets, equities, bonds, and other investment vehicles. You will assist portfolio managers in constructing and rebalancing portfolios, monitoring investment performance, and preparing comprehensive reports for clients and internal stakeholders. The ideal candidate will possess strong financial modelling skills, a solid understanding of investment principles, and the ability to interpret complex economic data. You must be highly proficient with financial databases and analytical software. Excellent written and verbal communication skills are crucial for presenting findings and recommendations clearly and concisely. A diligent work ethic and a commitment to maintaining the highest professional standards are paramount.
Qualifications:
This is an excellent opportunity for a talented analyst to grow their career within a leading financial firm, contributing to significant investment decisions and client success within a collaborative and dynamic office environment.
Your core responsibilities will include conducting fundamental and quantitative analysis of financial markets, equities, bonds, and other investment vehicles. You will assist portfolio managers in constructing and rebalancing portfolios, monitoring investment performance, and preparing comprehensive reports for clients and internal stakeholders. The ideal candidate will possess strong financial modelling skills, a solid understanding of investment principles, and the ability to interpret complex economic data. You must be highly proficient with financial databases and analytical software. Excellent written and verbal communication skills are crucial for presenting findings and recommendations clearly and concisely. A diligent work ethic and a commitment to maintaining the highest professional standards are paramount.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Minimum of 3-5 years of experience in investment analysis, portfolio management, or a similar financial role.
- Strong analytical and quantitative skills, with proficiency in financial modelling and valuation techniques.
- In-depth knowledge of capital markets, financial instruments, and investment strategies.
- Experience using financial data platforms (e.g., Bloomberg, Refinitiv Eikon).
- Excellent communication and presentation skills, capable of articulating complex financial concepts.
- CFA charterholder or progress towards the CFA designation is highly desirable.
- Ability to work effectively in a fast-paced, team-oriented environment.
- Detail-oriented with a high degree of accuracy.
- Must be eligible to work in the UK and able to work full-time from our Leeds office.
This is an excellent opportunity for a talented analyst to grow their career within a leading financial firm, contributing to significant investment decisions and client success within a collaborative and dynamic office environment.
This advertiser has chosen not to accept applicants from your region.
3
Senior Investment Analyst - Portfolio Management
OX1 1AA Oxford, South East
£65000 Annually
WhatJobs
Posted 3 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is seeking a highly skilled Senior Investment Analyst to join their dynamic portfolio management team. This hybrid role offers the opportunity to work both remotely and from their offices located in **Oxford, Oxfordshire, UK**. You will be responsible for conducting in-depth financial research, analysing market trends, and evaluating investment opportunities across various asset classes. Your core duties will involve developing and maintaining sophisticated financial models, preparing detailed investment reports, and providing strategic recommendations to portfolio managers. The ideal candidate will possess a strong understanding of investment strategies, risk management principles, and financial regulations. Excellent analytical, quantitative, and communication skills are essential for success in this role. You will be expected to contribute to the development of investment strategies, monitor portfolio performance, and effectively articulate investment rationale to clients and internal stakeholders. Key responsibilities include:
- Conducting comprehensive research and analysis of financial markets, economic conditions, and industry trends.
- Evaluating and recommending investment opportunities across equities, fixed income, alternatives, and other asset classes.
- Developing and maintaining complex financial models for valuation, forecasting, and scenario analysis.
- Preparing detailed investment research reports, presentations, and performance reviews.
- Assisting portfolio managers in constructing and managing investment portfolios to meet specific objectives.
- Monitoring portfolio performance, identifying risks, and recommending adjustments.
- Staying abreast of regulatory changes and their impact on investment strategies.
- Communicating investment insights and recommendations clearly to internal teams and clients.
- Collaborating with traders, analysts, and other financial professionals.
- Contributing to the development and refinement of proprietary investment strategies.
This advertiser has chosen not to accept applicants from your region.
4
Senior Investment Analyst - Portfolio Management
ST1 1DA Staffordshire, West Midlands
£70000 Annually
WhatJobs
Posted 3 days ago
Job Viewed
Job Description
Our client, a prestigious asset management firm, is seeking a highly analytical and experienced Senior Investment Analyst to join their dynamic team. This role is fully remote, allowing you to contribute your expertise from anywhere within the UK while working on critical portfolio management functions. You will play a key role in conducting in-depth market research, financial analysis, and developing investment strategies to optimize client portfolios.
Responsibilities:
Responsibilities:
- Conduct comprehensive financial analysis and due diligence on potential investments across various asset classes, including equities, fixed income, and alternative investments.
- Develop and maintain sophisticated financial models to forecast performance, assess risk, and support investment recommendations.
- Monitor global economic trends, market developments, and industry-specific news, providing insightful analysis and strategic recommendations to the investment committee.
- Contribute to the construction and rebalancing of investment portfolios to align with client objectives, risk tolerance, and market opportunities.
- Prepare detailed investment reports, performance reviews, and presentations for internal stakeholders and clients.
- Collaborate closely with portfolio managers to implement investment strategies and manage portfolio risk effectively.
- Research and evaluate new investment products and opportunities to enhance portfolio diversification and returns.
- Stay abreast of regulatory changes and industry best practices in asset management.
- Engage with sell-side analysts and industry experts to gather market intelligence and refine investment theses.
- Assist in the development of investment policies and procedures to ensure compliance and operational excellence.
- Utilize financial databases and analytical tools (e.g., Bloomberg, Refinitiv) to support research and decision-making.
- Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Professional designation such as CFA (Chartered Financial Analyst) or progress towards it is highly desirable.
- Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial services role.
- Proven track record of conducting rigorous financial modeling and valuation.
- Deep understanding of capital markets, investment strategies, and risk management principles.
- Proficiency with financial data platforms (e.g., Bloomberg Terminal, FactSet) and advanced Excel skills.
- Excellent analytical, quantitative, and problem-solving abilities.
- Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Ability to work independently, manage time effectively, and thrive in a fast-paced, remote work environment.
- High ethical standards and a commitment to client service.
- Based in the Stoke-on-Trent, Staffordshire, UK area is preferred for occasional team gatherings, but the role is strictly remote.
This advertiser has chosen not to accept applicants from your region.
5
Senior Investment Analyst - Portfolio Management
PL5 1LX Plymouth, South West
£70000 Annually
WhatJobs
Posted 10 days ago
Job Viewed
Job Description
Our client, a prestigious and rapidly expanding investment firm, is seeking a highly analytical and results-driven Senior Investment Analyst to join their elite remote team. This position offers the unique opportunity to work from anywhere within the UK, contributing to the strategic management of high-value investment portfolios. You will be responsible for conducting in-depth market research, financial analysis, and economic forecasting to identify investment opportunities and risks. Your core duties will include evaluating potential investments across various asset classes, developing sophisticated financial models, and performing due diligence on companies and securities. The ideal candidate will possess a strong quantitative background, exceptional analytical abilities, and a deep understanding of investment strategies, financial markets, and risk management principles. You will be proficient in utilising financial databases, modelling software, and data analysis tools to support investment decisions. This role requires excellent communication and presentation skills, as you will be responsible for articulating complex financial concepts and investment recommendations to senior management and investment committees. A proven track record of successful investment analysis and portfolio contribution is essential. You will play a key role in shaping investment strategies, managing portfolio performance, and ensuring alignment with client objectives and regulatory requirements. This remote-first role demands a proactive, detail-oriented individual who thrives in a challenging and intellectually stimulating environment. You will be expected to stay abreast of global economic trends, market developments, and regulatory changes that could impact investment portfolios. The ability to work independently, manage multiple projects, and collaborate effectively with a distributed team is crucial. This is an outstanding chance to advance your career in investment banking and financial services within a supportive, forward-thinking, and entirely remote organisation.
Responsibilities:
Responsibilities:
- Conduct comprehensive financial and economic analysis to support investment decisions.
- Develop and maintain complex financial models for valuation and forecasting.
- Research and evaluate investment opportunities across diverse asset classes (equities, fixed income, alternatives).
- Perform thorough due diligence on potential investments and market trends.
- Monitor portfolio performance, identify risks, and recommend strategic adjustments.
- Prepare detailed investment research reports and presentations for senior management.
- Collaborate with portfolio managers to implement investment strategies.
- Stay informed about macroeconomic developments and regulatory changes affecting financial markets.
- Ensure compliance with all relevant investment regulations and company policies.
- Contribute to the development of innovative investment strategies and solutions.
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field; Master's degree or CFA charter is highly preferred.
- Proven experience as an Investment Analyst or similar role, with a strong track record in financial analysis and modelling.
- In-depth knowledge of financial markets, investment strategies, and risk management.
- Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and advanced Excel skills.
- Excellent analytical, quantitative, and problem-solving abilities.
- Strong written and verbal communication skills, with the ability to present complex information clearly.
- Ability to work independently and manage priorities effectively in a remote setting.
- Detail-oriented with a high level of accuracy.
- Experience in portfolio management or asset allocation is advantageous.
- Proactive and driven mindset with a passion for financial markets.
This advertiser has chosen not to accept applicants from your region.
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6
Senior Investment Analyst - Portfolio Management
PL4 0SP Plymouth, South West
£55000 Annually
WhatJobs
Posted 16 days ago
Job Viewed
Job Description
A leading financial institution is seeking a dedicated Senior Investment Analyst to join their esteemed team based in Plymouth, Devon, UK . This role is crucial for the success of our portfolio management division, focusing on in-depth market research, financial modelling, and strategic investment recommendations. The ideal candidate will possess a keen understanding of financial markets, asset classes, and investment strategies. You will be responsible for analysing investment opportunities, assessing risks, and constructing diversified portfolios that align with client objectives and regulatory requirements. This position demands a rigorous analytical approach, strong quantitative skills, and the ability to interpret complex financial data to make informed decisions. You will collaborate closely with portfolio managers, research analysts, and client relationship teams to ensure optimal portfolio performance and client satisfaction. Key responsibilities include conducting thorough due diligence on potential investments, monitoring existing portfolio performance, and preparing detailed reports for senior management and clients. The ability to articulate complex financial concepts clearly and concisely is essential, both verbally and in written reports. We are looking for a proactive individual with a proven ability to work independently and as part of a high-performing team. A strong ethical compass and a commitment to regulatory compliance are paramount. Your insights will directly influence investment strategies and contribute significantly to the firm's growth. Responsibilities include:
- Conducting in-depth financial analysis and due diligence on potential investments across various asset classes.
- Developing and maintaining sophisticated financial models for valuation and forecasting.
- Monitoring portfolio performance, identifying deviations from targets, and recommending corrective actions.
- Preparing comprehensive investment reports, market commentary, and client presentations.
- Assisting in the formulation and implementation of investment strategies.
- Staying abreast of market trends, economic developments, and regulatory changes impacting investment decisions.
- Collaborating with portfolio managers to ensure alignment with client mandates and risk profiles.
- Supporting client meetings and responding to ad-hoc investment-related queries.
- Contributing to team-based research initiatives and knowledge sharing.
- Bachelor's degree in Finance, Economics, or a related quantitative field; Master's degree or CFA charter holder preferred.
- Minimum of 3-5 years of experience in investment analysis, portfolio management, or a similar finance role.
- Proficiency in financial modelling, valuation techniques, and statistical analysis software.
- Strong understanding of capital markets, various financial instruments, and investment principles.
- Excellent analytical, critical thinking, and problem-solving abilities.
- Superior written and verbal communication skills.
- Ability to manage multiple priorities and meet tight deadlines.
- Experience with financial databases such as Bloomberg or Refinitiv is a plus.
This advertiser has chosen not to accept applicants from your region.
7
Senior Investment Analyst - Portfolio Management
DE1 3BS Derby, East Midlands
£60000 Annually
WhatJobs
Posted 17 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is seeking a highly analytical and experienced Senior Investment Analyst to join their dynamic team in Derby, Derbyshire, UK . This role is crucial for supporting portfolio management operations, conducting in-depth market research, and providing strategic investment recommendations. The successful candidate will play a key role in asset allocation, risk assessment, and performance analysis, contributing significantly to the achievement of investment objectives. This position offers a hybrid working model, combining office-based collaboration with remote flexibility.
Responsibilities:
Responsibilities:
- Conduct comprehensive financial analysis, economic research, and market trend analysis to identify investment opportunities.
- Develop and maintain financial models to evaluate investment performance, risks, and potential returns.
- Assist in the formulation and execution of investment strategies across various asset classes.
- Monitor portfolio performance, conduct attribution analysis, and provide regular reports to senior management and clients.
- Perform due diligence on potential investments, including qualitative and quantitative assessments.
- Collaborate with portfolio managers to rebalance portfolios and manage asset allocation according to investment mandates.
- Stay informed about regulatory changes and market developments that may impact investment strategies.
- Prepare investment recommendations, presentations, and reports for internal stakeholders and client meetings.
- Ensure compliance with all relevant regulations and internal policies.
- Develop and maintain strong relationships with external research providers and industry contacts.
- Utilise financial databases and analytical software to gather and interpret data.
- Support the development of new investment products and strategies.
- Proven experience in investment analysis, portfolio management, or a related financial role.
- Strong understanding of financial markets, investment principles, and various asset classes (equities, fixed income, alternatives).
- Advanced proficiency in financial modeling, valuation techniques, and statistical analysis.
- Excellent analytical and critical thinking skills.
- Strong knowledge of financial databases and analytical tools (e.g., Bloomberg, Refinitiv Eikon).
- Relevant professional qualifications (e.g., CFA, IMC) are highly desirable.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Ability to work independently and as part of a team in a fast-paced environment.
- High level of attention to detail and accuracy.
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
This advertiser has chosen not to accept applicants from your region.
8
Senior Investment Analyst - Portfolio Management
EH1 1AA Edinburgh, Scotland
£70000 Annually
WhatJobs
Posted 18 days ago
Job Viewed
Job Description
Our client is seeking a highly analytical and results-oriented Senior Investment Analyst to join their prestigious banking and finance division in Edinburgh, Scotland, UK . This critical role involves deep dives into market trends, economic indicators, and company financials to inform strategic investment decisions. You will be responsible for constructing and managing investment portfolios, conducting rigorous due diligence, and providing insightful recommendations to senior management and clients. The ideal candidate will possess a strong quantitative background, a comprehensive understanding of financial markets, and a proven track record of success in investment analysis. This position requires a dedicated individual who thrives in a challenging, fast-paced environment and is committed to upholding the highest ethical standards.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Conduct in-depth fundamental analysis of equities, fixed income, and alternative investments.
- Develop and maintain sophisticated financial models for valuation and forecasting.
- Monitor portfolio performance, identify risks, and recommend tactical adjustments.
- Research macroeconomic trends and their impact on various asset classes.
- Prepare detailed investment research reports and client presentations.
- Collaborate with portfolio managers to define investment strategies and objectives.
- Engage in due diligence processes for potential new investments.
- Stay informed about regulatory changes and market developments affecting the financial industry.
- Mentor junior analysts and contribute to the team's knowledge base.
Qualifications:
- Master's degree in Finance, Economics, or a related quantitative field.
- CFA charterholder or progress towards designation highly desirable.
- Minimum of 5 years of experience in investment analysis, portfolio management, or a related finance role.
- Proficiency in financial modeling software and data analytics tools (e.g., Bloomberg, FactSet, Excel VBA).
- Strong understanding of various investment instruments and financial markets.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- High level of attention to detail and accuracy.
- Demonstrated ability to work independently and as part of a team.
This advertiser has chosen not to accept applicants from your region.
9