2,289 Investment jobs in the United Kingdom
Investment Analyst - Portfolio Management
NR1 1BE Norwich, Eastern
£50000 Annually
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Posted today
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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.
0
Investment Analyst - Portfolio Management
WV1 1ST Wolverhampton, West Midlands
£55000 Annually
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Posted today
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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.
1
Investment Analyst - Portfolio Management
LS1 1BG Leeds, Yorkshire and the Humber
£50000 annum (plus
WhatJobs
Posted 5 days ago
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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.
2
Investment Analyst - Portfolio Management
MK9 4FE Milton Keynes, South East
£50000 Annually
WhatJobs
Posted 14 days ago
Job Viewed
Job Description
Our client, a prominent financial institution in Milton Keynes, Buckinghamshire, UK , is seeking a sharp and analytical Investment Analyst to join their esteemed Portfolio Management team. This is an excellent opportunity for a motivated individual to contribute to investment strategy and decision-making within a highly regulated and dynamic environment. You will be responsible for conducting in-depth market research, analysing financial statements, and evaluating investment opportunities across various asset classes, including equities, fixed income, and alternatives. Your duties will involve building financial models, performing valuation analyses, assessing risk, and preparing detailed investment recommendations and reports for portfolio managers and investment committees. The ideal candidate will possess a strong academic background in Finance, Economics, or a related quantitative field, ideally with professional qualifications such as CFA (or working towards it). Proven experience in investment research, financial modelling, and data analysis is essential. You should have a solid understanding of financial markets, investment products, and portfolio management principles. Excellent quantitative, analytical, and problem-solving skills, coupled with strong written and verbal communication abilities, are critical for success. Proficiency in financial data platforms (e.g., Bloomberg, Refinitiv) and advanced Excel skills are required. This role is based in our modern Milton Keynes offices, requiring your physical presence to foster close collaboration with the team and access essential resources. We are looking for a detail-oriented and intellectually curious individual who is passionate about investing and driven by a desire to achieve superior investment performance. You will play a key role in supporting the formulation and execution of investment strategies. This is a challenging and rewarding position offering significant opportunities for professional growth and development within the financial services sector. A proactive approach to identifying market trends and potential investment opportunities is highly valued.
This advertiser has chosen not to accept applicants from your region.
3
Investment Analyst - Portfolio Management
CB2 1AA Cambridge, Eastern
£50000 Annually
WhatJobs
Posted 14 days ago
Job Viewed
Job Description
Our client, a distinguished asset management firm with a strong reputation for market expertise, is seeking a motivated Investment Analyst to join their prestigious Portfolio Management team in Cambridge, Cambridgeshire, UK . This role offers a compelling opportunity to contribute to the investment decision-making process, conduct in-depth market research, and support senior portfolio managers in achieving optimal investment outcomes for a diverse client base. You will be involved in analysing financial statements, economic trends, and industry developments to identify investment opportunities and risks.
The ideal candidate will possess a robust understanding of financial markets, investment principles, and various asset classes. Strong quantitative and analytical skills are essential, along with proficiency in financial modelling and data analysis tools. You will be responsible for preparing investment research reports, conducting valuation analyses, and monitoring portfolio performance. Collaboration with portfolio managers, research analysts, and trading teams will be a key aspect of this role. Excellent communication and presentation skills are required to articulate investment recommendations clearly and concisely. A commitment to continuous learning and staying abreast of market dynamics is paramount for success in this challenging and rewarding position.
Key Responsibilities:
The ideal candidate will possess a robust understanding of financial markets, investment principles, and various asset classes. Strong quantitative and analytical skills are essential, along with proficiency in financial modelling and data analysis tools. You will be responsible for preparing investment research reports, conducting valuation analyses, and monitoring portfolio performance. Collaboration with portfolio managers, research analysts, and trading teams will be a key aspect of this role. Excellent communication and presentation skills are required to articulate investment recommendations clearly and concisely. A commitment to continuous learning and staying abreast of market dynamics is paramount for success in this challenging and rewarding position.
Key Responsibilities:
- Conduct in-depth fundamental analysis of companies, industries, and economies.
- Develop and maintain financial models to support investment recommendations.
- Research and evaluate potential investment opportunities across various asset classes.
- Monitor portfolio performance and identify any deviations from objectives.
- Prepare comprehensive investment research reports and presentations.
- Assist portfolio managers in constructing and managing investment portfolios.
- Stay informed about market trends, economic events, and regulatory changes.
- Contribute to team meetings and investment strategy discussions.
- Ensure compliance with regulatory requirements and internal policies.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
- 1-3 years of experience in investment analysis, portfolio management, or a related financial services role.
- Strong understanding of financial markets, investment principles, and valuation techniques.
- Proficiency in financial modelling and data analysis software (e.g., Excel, Bloomberg).
- Excellent analytical, quantitative, and problem-solving skills.
- Strong written and verbal communication skills.
- Ability to work independently and as part of a collaborative team.
- Progress towards CFA designation is a plus.
This advertiser has chosen not to accept applicants from your region.
4
Senior Investment Analyst - Portfolio Management
MK9 1AA Milton Keynes, South East
£70000 annum plus
WhatJobs
Posted 3 days ago
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Job Description
Our client, a prestigious financial institution, is seeking a highly analytical and results-driven Senior Investment Analyst to join their sophisticated portfolio management team in Milton Keynes, Buckinghamshire, UK . This role is integral to supporting investment strategies, conducting in-depth market research, and providing critical insights for asset allocation and risk management. The ideal candidate will possess a strong quantitative background, exceptional analytical skills, and a deep understanding of financial markets, investment products, and regulatory frameworks. You will work closely with portfolio managers to develop investment recommendations, monitor portfolio performance, and contribute to strategic decision-making.
Key Responsibilities:
Key Responsibilities:
- Conduct comprehensive fundamental and quantitative analysis of financial markets, economic trends, and specific investment opportunities across various asset classes (equities, fixed income, alternatives).
- Develop and maintain financial models to support valuation, forecasting, and scenario analysis.
- Assist portfolio managers in constructing and managing diversified investment portfolios aligned with client objectives and risk tolerances.
- Monitor and analyze portfolio performance, identifying drivers of return and risk, and preparing detailed performance reports.
- Research and recommend investment strategies, securities, and instruments.
- Stay current with industry developments, regulatory changes, and macroeconomic events impacting investment decisions.
- Prepare investment committee memos, presentations, and research reports for internal stakeholders and clients.
- Collaborate with traders, risk managers, and compliance officers to ensure adherence to investment policies and regulatory requirements.
- Engage with sell-side analysts and industry experts to gather market intelligence.
- Contribute to the continuous improvement of investment processes and tools.
- Support business development efforts by providing analytical insights for prospective clients.
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Progress towards or completion of CFA (Chartered Financial Analyst) designation is highly preferred.
- Minimum of 5-7 years of experience in investment analysis, portfolio management, or a related financial role.
- Proven expertise in financial modeling, data analysis, and statistical techniques.
- Strong understanding of diverse financial instruments, asset classes, and investment strategies.
- Proficiency in financial data platforms (e.g., Bloomberg, Refinitiv Eikon) and analytical software.
- Exceptional quantitative, analytical, and problem-solving skills.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely.
- High level of attention to detail and accuracy.
- Ability to work independently and collaboratively in a demanding, fast-paced environment within the Buckinghamshire financial hub.
This advertiser has chosen not to accept applicants from your region.
5
Senior Investment Analyst - Portfolio Management
LE1 6ZH Leicester, East Midlands
£60000 Annually
WhatJobs
Posted 7 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution with a significant presence in the UK market, is seeking an accomplished Senior Investment Analyst to join their esteemed team in Leicester, Leicestershire, UK . This pivotal role focuses on in-depth financial market research, quantitative analysis, and contributing to the strategic direction of investment portfolios. You will be instrumental in identifying investment opportunities, assessing risks, and providing actionable insights to portfolio managers. The ideal candidate will possess a robust understanding of financial modeling, valuation techniques, and various asset classes. Your responsibilities will include conducting thorough due diligence on potential investments, monitoring market trends and economic indicators, developing and presenting investment recommendations, and contributing to the ongoing management and rebalancing of portfolios. This position requires a highly analytical mind, exceptional attention to detail, and the ability to articulate complex financial concepts clearly and concisely. You will work collaboratively with senior stakeholders, contributing to investment strategy discussions and ensuring alignment with institutional objectives. A strong grasp of regulatory requirements within the financial services sector is also essential. We are looking for a self-motivated professional with a proven track record in investment analysis and a passion for financial markets. The ability to manage multiple projects simultaneously and meet demanding deadlines is crucial. A relevant professional qualification (e.g., CFA, ACCA) is highly desirable. This is an exceptional opportunity for a skilled analyst to make a significant impact within a reputable organization known for its commitment to excellence and professional development. The hybrid working model offers a balance between focused independent work and collaborative team engagement.
Key Responsibilities:
Key Responsibilities:
- Conduct in-depth financial analysis of public and private markets.
- Develop and maintain sophisticated financial models for valuation and forecasting.
- Research and recommend investment opportunities across various asset classes.
- Monitor macroeconomic trends and their impact on investment strategies.
- Assess and articulate investment risks and potential mitigation strategies.
- Prepare detailed reports and presentations for investment committees and senior management.
- Collaborate with portfolio managers on asset allocation and security selection.
- Stay current with industry best practices and regulatory changes.
- Contribute to the development of new investment products and strategies.
- Bachelor's degree in Finance, Economics, Mathematics, or a related field.
- Minimum of 5 years of experience in investment analysis, portfolio management, or financial research.
- Strong proficiency in financial modeling, valuation, and statistical analysis.
- Excellent understanding of capital markets and investment principles.
- CFA charter holder or progress towards charter is a significant advantage.
- Exceptional analytical, quantitative, and problem-solving skills.
- Strong written and verbal communication abilities.
- Ability to work effectively in a fast-paced, team-oriented environment.
This advertiser has chosen not to accept applicants from your region.
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6
Senior Investment Analyst - Portfolio Management
DE1 2GD Derby, East Midlands
£55000 Annually
WhatJobs
Posted 9 days ago
Job Viewed
Job Description
Our client is seeking a dedicated and analytical Senior Investment Analyst to contribute to their successful portfolio management team. This role is central to researching, analyzing, and recommending investment opportunities across various asset classes. The Senior Investment Analyst will be responsible for conducting in-depth market research, evaluating financial statements, building sophisticated financial models, and performing risk assessments for potential investments. You will play a vital role in developing and managing investment strategies, monitoring portfolio performance, and preparing comprehensive reports and presentations for clients and internal stakeholders. A strong understanding of financial markets, investment principles, and economic trends is essential. The ability to work collaboratively within a team, manage multiple projects, and meet rigorous deadlines is paramount. This position offers a hybrid work arrangement, allowing for flexible collaboration between remote analysis and in-office strategic discussions and client interactions. A proactive approach to identifying market opportunities and mitigating risks will be key.
Responsibilities:
Responsibilities:
- Conduct in-depth research and analysis of financial markets and investment opportunities.
- Evaluate financial statements, company performance, and economic indicators.
- Build and maintain complex financial models for valuation, forecasting, and scenario analysis.
- Assess investment risks and develop appropriate mitigation strategies.
- Monitor and report on the performance of investment portfolios.
- Prepare detailed investment recommendations, research reports, and presentations.
- Collaborate with portfolio managers and investment committees on strategic decisions.
- Stay abreast of market trends, regulatory changes, and industry developments.
- Identify potential new investment avenues and asset classes.
- Contribute to the development and refinement of investment strategies.
- Maintain accurate and organized investment data and documentation.
- Communicate effectively with internal teams and external stakeholders regarding investment performance and outlook.
- Ensure compliance with all relevant financial regulations and ethical standards.
- Proven experience as an Investment Analyst, Financial Analyst, or Portfolio Manager.
- Strong understanding of financial markets, investment instruments, and valuation methodologies.
- Advanced financial modeling and analytical skills.
- Proficiency in financial data platforms (e.g., Bloomberg, Refinitiv) and MS Excel.
- Excellent written and verbal communication skills, with the ability to present complex information clearly.
- Bachelor's or Master's degree in Finance, Economics, Mathematics, or a related field.
- Relevant professional certifications such as CFA or equivalent are highly desirable.
- Strong quantitative and problem-solving abilities.
- Ability to work effectively in a hybrid environment, balancing independent work with team collaboration.
- High level of integrity and attention to detail.
This advertiser has chosen not to accept applicants from your region.
7
Senior Investment Analyst - Portfolio Management
OX1 1AA Oxford, South East
£70000 Annually
WhatJobs
Posted 10 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution in Oxford, Oxfordshire, UK , is seeking a highly analytical and experienced Senior Investment Analyst to join their sophisticated portfolio management team. This is a full-time, on-site position requiring deep expertise in financial markets and investment strategies. You will be responsible for conducting in-depth research and analysis of investment opportunities across various asset classes, including equities, fixed income, and alternative investments. The core objective is to identify potential investments that align with the firm's investment philosophy and client objectives, contributing to the growth and performance of client portfolios. Key responsibilities include financial modelling, valuation analysis, risk assessment, and the preparation of investment recommendations and reports. You will work closely with portfolio managers to develop and execute investment strategies, monitor market trends, and provide insights on macroeconomic developments. The ideal candidate will possess strong quantitative skills, a thorough understanding of financial theory, and a proven ability to interpret complex financial data. Excellent communication and presentation skills are essential for conveying research findings and investment rationale to senior management and clients. Proficiency in financial data platforms (e.g., Bloomberg, Refinitiv) and advanced Excel skills are required. Candidates should hold a Bachelor's degree in Finance, Economics, Mathematics, or a related field, with a strong preference for CFA charterholders or candidates actively pursuing the designation. A minimum of 5 years of relevant experience in investment analysis, portfolio management, or a related financial role is essential. This is an exceptional opportunity to advance your career within a leading financial organization and contribute to sophisticated investment decision-making in a dynamic environment.
This advertiser has chosen not to accept applicants from your region.
8
Investment Analyst - Remote Portfolio Management
M1 1AE Manchester, North West
£70000 Annually
WhatJobs
Posted 16 days ago
Job Viewed
Job Description
Our client, a prestigious global investment firm, is actively seeking a highly analytical and driven Investment Analyst to join their expanding team. This position is fully remote, allowing you to operate from any location within the UK. The role involves in-depth research, financial modeling, and analysis to support investment strategies and portfolio management. You will be responsible for evaluating investment opportunities, monitoring market trends, and providing actionable insights to senior investment managers. The ideal candidate possesses exceptional quantitative skills, a strong understanding of financial markets, and the ability to thrive in a dynamic, remote-first environment. Your expertise will be crucial in driving informed investment decisions and enhancing portfolio performance.
Key Responsibilities:
Key Responsibilities:
- Conduct thorough research and due diligence on potential investment opportunities across various asset classes.
- Develop and maintain sophisticated financial models for valuation, forecasting, and scenario analysis.
- Monitor and analyze market trends, economic indicators, and industry developments impacting investment portfolios.
- Prepare detailed investment research reports, memos, and presentations for senior management.
- Assist in the construction and rebalancing of investment portfolios based on strategic objectives and risk tolerance.
- Track portfolio performance, identify performance drivers, and recommend adjustments.
- Collaborate with portfolio managers and other analysts to formulate investment strategies.
- Stay abreast of regulatory changes and their potential impact on investment strategies.
- Maintain an extensive database of market data and company information.
- A Bachelor's or Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Professional qualifications such as CFA (passed or in progress) are highly advantageous.
- A minimum of 3-5 years of experience in investment analysis, portfolio management, or a related financial services role.
- Proven experience with financial modeling, valuation techniques, and statistical analysis.
- Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software.
- Excellent quantitative, analytical, and problem-solving skills.
- Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
- Demonstrated ability to work independently, manage time effectively, and meet tight deadlines in a remote setting.
- Knowledge of fixed income, equities, and alternative investments is essential.
This advertiser has chosen not to accept applicants from your region.
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