What Jobs are available for Private Banking 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.

As a Manager within Flex Financial Europe, you will lead and develop a team of Portfolio Analysts responsible for contract compliance, control execution, and end-to-end portfolio processes. You will provide day-to-day leadership, partner with cross-functional teams, and serve as the first escalation point to ensure accurate reporting and sustainable processes across multiple regions. You will also help shape and drive the design and implementation of new processes, ensuring consistency and scalability across countries.
This role is critical to ensuring compliance with customer contract obligations, mitigating P&L risk, strengthening internal controls, and enabling Flex Europe to scale effectively. You will collaborate closely with sales, divisional finance, local country finance, T&P, and the Poland Finance Center. In addition to overseeing execution, you will play a key role in identifying process improvements particularly around EOT and compliance, standardizing regional practices, and ensuring successful implementation of new controls and compliance tools.
**Who we want:**
+ **People developers.** Leaders who can coach, develop, and retain strong talent while providing meaningful growth opportunities for analysts.
+ **Organized professionals.** Managers who bring structure, prioritization, and clarity in complex, fast-paced environment.
+ **Process drivers.** Those who spot opportunities to simplify, standardize, and automate, and can successfully implement new processes at scale.
+ **Strong communicators.** Individuals who can move seamlessly between the details and the big picture, proactively keeping stakeholders informed and ensuring clear, concise updates at all levels.
+ **Business partners.** People who collaborate cross-functionally, build strong relationships, and align financial processes with business needs.
**What you will do:**
+ Lead and manage a team of Portfolio Analysts, providing coaching, mentoring and development.
+ Oversee day-to-day compliance and EOT operations, ensuring accurate and timely execution of controls, contract reviews, and reporting
+ Partner with the business to design, test, and implement new processes.
+ Serve as first point of escalation for operational issues, triaging and resolving efficiently.
+ Drive process standardization across regions and continuous improvement initiatives, including adoption of automation and IT tools.
+ Support implementation and monitoring of controls
+ Collaborate with divisional and country finance teams, the Poland Finance Center, and IT to align on processes, reporting, and systems.
+ Provide insights and updates to senior leadership on contract compliance performance, risks, and process initiatives.
**What you will need:**
+ Bachelor's degree in Finance, Accounting, Business or related field
+ 8+ years of finance, accounting, or operations experience
+ Fluency in English
+ Excellent communication, relationship-building, and stakeholder management skills
+ Proven ability to lead teams, manage competing priorities, and drive change
+ Strong analytical and problem-solving skills with high attention to detail
+ Knowledge of reporting systems and how to apply them to improve financial and operational processes.
+ Experience working effectively in a global, matrixed organization
**Preferred:**
+ Fluent French or German
+ Knowledge of US GAAP
Stryker is a global leader in medical technologies and, together with its customers, is driven to make healthcare better. The company offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics and Spine that help improve patient and healthcare outcomes. Alongside its customers around the world, Stryker impacts more than 150 million patients annually.
Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer - M/F/Veteran/Disability.

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 prestigious financial institution, is seeking a highly analytical and experienced Senior Investment Analyst to join their esteemed team in **Portsmouth, Hampshire, UK**. This critical on-site role requires an individual with a profound understanding of financial markets, sophisticated analytical techniques, and a proven ability to contribute to the strategic management of investment portfolios.

As a Senior Investment Analyst, you will be responsible for conducting in-depth research on various asset classes, economies, and industries to identify investment opportunities and risks. You will develop financial models, perform valuation analyses, and contribute to investment recommendations for a diverse range of portfolios. Your expertise will be vital in supporting portfolio managers and ensuring that investment strategies align with client objectives and market dynamics. This position demands meticulous attention to detail, strong quantitative skills, and the ability to communicate complex financial information effectively.

Responsibilities:

• Conduct comprehensive financial research and analysis across various asset classes, including equities, fixed income, alternatives, and currencies.
• Develop sophisticated financial models to forecast company performance, assess valuations, and analyze investment scenarios.
• Evaluate macroeconomic trends, geopolitical events, and industry developments to identify potential investment opportunities and risks.
• Contribute to the formulation and execution of investment strategies aligned with portfolio objectives and risk parameters.
• Prepare detailed investment reports, presentations, and recommendations for portfolio managers and investment committees.
• Monitor portfolio performance, conduct attribution analysis, and identify drivers of returns and risks.
• Engage with company management teams, industry experts, and sell-side analysts to gather critical insights.
• Collaborate with risk management teams to ensure compliance with regulatory requirements and internal policies.
• Assist in the due diligence process for new investment opportunities.
• Stay abreast of market developments, regulatory changes, and emerging investment themes.
• Mentor junior analysts and contribute to the overall development of the investment research function.
• Ensure the accuracy and integrity of investment data and reporting.

Qualifications:

• Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
• Chartered Financial Analyst (CFA) designation or significant progress towards it.
• A minimum of 5-8 years of relevant experience in investment analysis, portfolio management, or equity research within a buy-side or sell-side firm.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
• In-depth knowledge of financial markets, investment principles, and various asset classes.
• Strong understanding of statistical analysis and econometrics.
• Excellent analytical, critical thinking, and problem-solving skills.
• Superior written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely.
• Proficiency in financial databases and software (e.g., Bloomberg, Refinitiv Eikon, FactSet, Excel, Python).
• Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
• Strong ethical standards and commitment to professional conduct.

This role offers a challenging and rewarding career path within a respected financial services organization, contributing to significant investment decisions.

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.

The ideal candidate will hold a Bachelor's degree in Finance, Economics, or a related field, with a strong academic record. Professional certifications such as CFA (Chartered Financial Analyst) are highly preferred. A minimum of 5 years of relevant experience in investment analysis, portfolio management, or a related financial role is required. Proficiency in financial modeling software, statistical analysis tools, and Bloomberg Terminal is essential. Exceptional analytical, problem-solving, and critical thinking skills are a must. Strong written and verbal communication abilities are crucial for articulating complex financial concepts. This hybrid role requires presence in the **Oxford, Oxfordshire, UK** office on specified days, with the flexibility of remote work. Candidates must be highly motivated, detail-oriented, and capable of working effectively both independently and as part of a team in a demanding financial environment.

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:

• 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.

Qualifications:

• 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 is an exceptional opportunity to advance your career in investment analysis within a supportive and forward-thinking firm, operating in a fully remote capacity.

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:

• 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.

Qualifications:

• 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 is a premier remote opportunity within the banking and finance sector, serving clients connected to the **Plymouth, Devon, UK** region.

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.

Qualifications:

• 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 non-remote position offers a competitive remuneration package and opportunities for professional development within a supportive and challenging environment.

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:

• 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.

Qualifications and Skills:

• 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 is an excellent opportunity for a motivated professional to advance their career in investment management.