3,255 Investment jobs in the United Kingdom
Investment Analyst - Portfolio Management
Posted 4 days ago
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Job Description
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.
Investment Analyst - Portfolio Management
Posted 19 days ago
Job Viewed
Job Description
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.
Investment Analyst - Portfolio Management
Posted 19 days ago
Job Viewed
Job Description
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.
Investment Analyst - Portfolio Management
Posted 19 days ago
Job Viewed
Job Description
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.
Senior Investment Analyst - Portfolio Management
Posted 3 days ago
Job Viewed
Job Description
- 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.
Senior Investment Analyst - Portfolio Management
Posted 3 days ago
Job Viewed
Job Description
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.
Senior Investment Analyst - Portfolio Management
Posted 10 days ago
Job Viewed
Job Description
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.
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Senior Investment Analyst - Portfolio Management
Posted 16 days ago
Job Viewed
Job Description
- 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.
Senior Investment Analyst - Portfolio Management
Posted 17 days ago
Job Viewed
Job Description
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.
Senior Investment Analyst - Portfolio Management
Posted 18 days ago
Job Viewed
Job Description
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.