750 Portfolio Management jobs in the United Kingdom

Analyst, Portfolio Management Location: London Knightsbridge, 5 days a week Reporting to: Calum Hulme - Managing Director – Investor Relations About the Role This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development. We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment. Key Responsibilities: Investor Relations Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings. Manage relationships with lenders, providing updates and analysis as required. Investor Reporting Prepare quarterly written investment updates on asset business plans. Produce quarterly market updates covering capital markets and relevant property market activity. Fund & Portfolio Management Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions. Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns. Identify and evaluate value-add initiatives, such as asset restructuring opportunities. Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models. Drive operational improvements, including the use of AI to enhance reconciliations and reporting. Corporate Development Support fundraising efforts for new discretionary funds and separate accounts. Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations. Review acquisition materials and cash flow models with the deal team. Key Skills & Experience: Minimum of three years experience in commercial real estate / private equity Strong financial acumen and analytical skills. Excellent written and verbal communication skills. Proficiency in Excel and financial modelling. Problem-solving mindset with the ability to think logically and commercially. Ability to work autonomously and manage multiple priorities in a fast-moving environment. Flexibility and adaptability to support various business needs as required. Strong attention to detail and a proactive approach to learning and development. Summary: This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply. Benefits: 25 days holiday bank holidays PMI and Healthcare Cash Plan 5% Company Pension Contribution 3x Life Assurance Cycle to work scheme Discretionary bonus Interview Process: 1st Stage screening call with TA Modelling test 2nd stage Interview with Hiring Manager Final stage Interview with Board Company Values: Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential Action This Day | We never put off anything until tomorrow that can be done today Agency Notice We do not accept speculative CVs or introductions from recruitment agencies. Any CVs submitted without prior agreement from a member of our HR or Talent Acquisition team will be treated as unsolicited, and Praxis will not be liable for any associated fees or introductions. Agencies must have explicit, written instruction to work on a specific role before submitting candidates.

Analyst, Portfolio Management

Location: London Knightsbridge, 5 days a week

Reporting to: Calum Hulme - Managing Director – Investor Relations

About the Role

This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development.

We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment.

Key Responsibilities:

Investor Relations

• Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings.
• Manage relationships with lenders, providing updates and analysis as required.

Investor Reporting

• Prepare quarterly written investment updates on asset business plans.
• Produce quarterly market updates covering capital markets and relevant property market activity.

Fund & Portfolio Management

• Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions.
• Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns.
• Identify and evaluate value-add initiatives, such as asset restructuring opportunities.
• Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models.
• Drive operational improvements, including the use of AI to enhance reconciliations and reporting.

Corporate Development

• Support fundraising efforts for new discretionary funds and separate accounts.
• Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations.
• Review acquisition materials and cash flow models with the deal team.

Key Skills & Experience:

• Minimum of three years experience in commercial real estate / private equity
• Strong financial acumen and analytical skills.
• Excellent written and verbal communication skills.
• Proficiency in Excel and financial modelling.
• Problem-solving mindset with the ability to think logically and commercially.
• Ability to work autonomously and manage multiple priorities in a fast-moving environment.
• Flexibility and adaptability to support various business needs as required.
• Strong attention to detail and a proactive approach to learning and development.

Summary:

This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply.

Benefits:

• 25 days holiday + bank holidays
• PMI and Healthcare Cash Plan
• 5% Company Pension Contribution
• 3x Life Assurance
• Cycle to work scheme
• Discretionary bonus

Interview Process:

• 1st Stage screening call with TA
• Modelling test
• 2nd stage Interview with Hiring Manager
• Final stage Interview with Board

Company Values:

• Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards

• Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame

• Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions

• Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential

• Action This Day | We never put off anything until tomorrow that can be done today

Agency Notice

We do not accept speculative CVs or introductions from recruitment agencies. Any CVs submitted without prior agreement from a member of our HR or Talent Acquisition team will be treated as unsolicited, and Praxis will not be liable for any associated fees or introductions. Agencies must have explicit, written instruction to work on a specific role before submitting candidates.

Analyst, Portfolio Management

Location: London Knightsbridge, 5 days a week

Reporting to: Calum Hulme - Managing Director – Investor Relations

About the Role

This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development.

We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment.

Key Responsibilities:

Investor Relations

• Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings.
• Manage relationships with lenders, providing updates and analysis as required.

Investor Reporting

• Prepare quarterly written investment updates on asset business plans.
• Produce quarterly market updates covering capital markets and relevant property market activity.

Fund & Portfolio Management

• Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions.
• Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns.
• Identify and evaluate value-add initiatives, such as asset restructuring opportunities.
• Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models.
• Drive operational improvements, including the use of AI to enhance reconciliations and reporting.

Corporate Development

• Support fundraising efforts for new discretionary funds and separate accounts.
• Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations.
• Review acquisition materials and cash flow models with the deal team.

Key Skills & Experience:

• Minimum of three years experience in commercial real estate / private equity
• Strong financial acumen and analytical skills.
• Excellent written and verbal communication skills.
• Proficiency in Excel and financial modelling.
• Problem-solving mindset with the ability to think logically and commercially.
• Ability to work autonomously and manage multiple priorities in a fast-moving environment.
• Flexibility and adaptability to support various business needs as required.
• Strong attention to detail and a proactive approach to learning and development.

Summary:

This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply.

Benefits:

• 25 days holiday + bank holidays
• PMI and Healthcare Cash Plan
• 5% Company Pension Contribution
• 3x Life Assurance
• Cycle to work scheme
• Discretionary bonus

Interview Process:

• 1st Stage screening call with TA
• Modelling test
• 2nd stage Interview with Hiring Manager
• Final stage Interview with Board

Company Values:

• Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards

• Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame

• Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions

• Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential

• Action This Day | We never put off anything until tomorrow that can be done today

Agency Notice

We do not accept speculative CVs or introductions from recruitment agencies. Any CVs submitted without prior agreement from a member of our HR or Talent Acquisition team will be treated as unsolicited, and Praxis will not be liable for any associated fees or introductions. Agencies must have explicit, written instruction to work on a specific role before submitting candidates.

Job Description

Analyst, Portfolio Management

Location: London Knightsbridge, 5 days a week

Reporting to: Calum Hulme - Managing Director – Investor Relations

About the Role

This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development.

We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment.

Key Responsibilities:

Investor Relations

• Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings.
• Manage relationships with lenders, providing updates and analysis as required.

Investor Reporting

• Prepare quarterly written investment updates on asset business plans.
• Produce quarterly market updates covering capital markets and relevant property market activity.

Fund & Portfolio Management

• Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions.
• Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns.
• Identify and evaluate value-add initiatives, such as asset restructuring opportunities.
• Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models.
• Drive operational improvements, including the use of AI to enhance reconciliations and reporting.

Corporate Development

• Support fundraising efforts for new discretionary funds and separate accounts.
• Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations.
• Review acquisition materials and cash flow models with the deal team.

Key Skills & Experience:

• Minimum of three years experience in commercial real estate / private equity
• Strong financial acumen and analytical skills.
• Excellent written and verbal communication skills.
• Proficiency in Excel and financial modelling.
• Problem-solving mindset with the ability to think logically and commercially.
• Ability to work autonomously and manage multiple priorities in a fast-moving environment.
• Flexibility and adaptability to support various business needs as required.
• Strong attention to detail and a proactive approach to learning and development.

Summary:

This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply.

Benefits:

• 25 days holiday + bank holidays
• PMI and Healthcare Cash Plan
• 5% Company Pension Contribution
• 3x Life Assurance
• Cycle to work scheme
• Discretionary bonus

Interview Process:

• 1st Stage screening call with TA
• Modelling test
• 2nd stage Interview with Hiring Manager
• Final stage Interview with Board

Company Values:

• Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards

• Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame

• Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions

• Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential

• Action This Day | We never put off anything until tomorrow that can be done today

Agency Notice

We do not accept speculative CVs or introductions from recruitment agencies. Any CVs submitted without prior agreement from a member of our HR or Talent Acquisition team will be treated as unsolicited, and Praxis will not be liable for any associated fees or introductions. Agencies must have explicit, written instruction to work on a specific role before submitting candidates.

Job Description

Analyst, Portfolio Management

Location: London Knightsbridge, 5 days a week

Reporting to: Calum Hulme - Managing Director – Investor Relations

About the Role

This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development.

We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment.

Key Responsibilities:

Investor Relations

• Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings.
• Manage relationships with lenders, providing updates and analysis as required.

Investor Reporting

• Prepare quarterly written investment updates on asset business plans.
• Produce quarterly market updates covering capital markets and relevant property market activity.

Fund & Portfolio Management

• Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions.
• Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns.
• Identify and evaluate value-add initiatives, such as asset restructuring opportunities.
• Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models.
• Drive operational improvements, including the use of AI to enhance reconciliations and reporting.

Corporate Development

• Support fundraising efforts for new discretionary funds and separate accounts.
• Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations.
• Review acquisition materials and cash flow models with the deal team.

Key Skills & Experience:

• Minimum of three years experience in commercial real estate / private equity
• Strong financial acumen and analytical skills.
• Excellent written and verbal communication skills.
• Proficiency in Excel and financial modelling.
• Problem-solving mindset with the ability to think logically and commercially.
• Ability to work autonomously and manage multiple priorities in a fast-moving environment.
• Flexibility and adaptability to support various business needs as required.
• Strong attention to detail and a proactive approach to learning and development.

Summary:

This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply.

Benefits:

• 25 days holiday + bank holidays
• PMI and Healthcare Cash Plan
• 5% Company Pension Contribution
• 3x Life Assurance
• Cycle to work scheme
• Discretionary bonus

Interview Process:

• 1st Stage screening call with TA
• Modelling test
• 2nd stage Interview with Hiring Manager
• Final stage Interview with Board

Company Values:

• Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards

• Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame

• Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions

• Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential

• Action This Day | We never put off anything until tomorrow that can be done today

Agency Notice

We do not accept speculative CVs or introductions from recruitment agencies. Any CVs submitted without prior agreement from a member of our HR or Talent Acquisition team will be treated as unsolicited, and Praxis will not be liable for any associated fees or introductions. Agencies must have explicit, written instruction to work on a specific role before submitting candidates.

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:

• 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.

Qualifications:

• 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 role presents a fantastic opportunity for an ambitious Investment Analyst to contribute to a leading financial firm, driving investment success from a remote, flexible environment.

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:

• 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.

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:

• 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 hybrid role offers a significant opportunity to contribute to sophisticated investment strategies and develop expertise within a dynamic financial services environment.

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:

• 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.