What Jobs are available for Wealth Management Firms 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.

• Performing comprehensive fundamental and quantitative analysis of equities, fixed income, and alternative investments.
• Developing and maintaining financial models to support investment recommendations.
• Conducting thorough due diligence on potential investments and underlying businesses.
• Monitoring portfolio performance, identifying risks and opportunities, and recommending adjustments.
• Communicating investment strategies, research findings, and market outlooks to portfolio managers and clients.
• Contributing to the development of new investment strategies and products.
• Staying abreast of global economic trends, geopolitical events, and regulatory changes impacting financial markets.
• Collaborating effectively with cross-functional teams in a remote setting.

• Bachelor's degree in Finance, Economics, Mathematics, or a related field. Master's degree or CFA designation highly preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or equity research.
• Proven experience with financial modeling, valuation techniques, and statistical analysis.
• In-depth knowledge of various asset classes and investment strategies.
• Excellent analytical, critical thinking, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Proficiency in financial data platforms (e.g., Bloomberg, Refinitiv) and analytical software.
• Demonstrated ability to work independently and manage multiple priorities in a remote environment.

• 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.

• 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.

• 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.

• 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.

• 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.

• Overseeing loan portfolios to ensure alignment with risk appetite and investment strategy.
• Monitoring and mitigating risks associated with borrower defaults.
• Conducting financial analysis and modelling to assess loan performance.
• Preparing detailed reports on portfolio performance for senior management.
• Collaborating on strategy development for portfolio growth.
• Maintaining relationships with clients and stakeholders.
• Leading and mentoring junior team members.
• Participating in credit assessments and recommending decisions.
• Collaborating with underwriting, collections, and compliance teams.
• Utilising portfolio management software for data analysis.
• Staying informed on industry trends and regulatory changes.

• Annual salary of 90,000 - 100,000
• Bonus and company equity plan
• Company pension
• Life insurance
• Income protection
• Healthcare

• Extensive experience in real estate financing, particularly in private equity.
• Strong commercial acumen and operational discipline.
• Attention to detail for identifying potential risk issues.
• In-depth regulatory knowledge and understanding of financial laws.
• Effective communication skills for guidance and training.
• High ethical standards for unbiased compliance practices.