272 Wealth Management Firms jobs in the United Kingdom
Investment Analyst - Portfolio Management
NR1 1BE Norwich, Eastern
£50000 Annually
WhatJobs
Posted 8 days ago
Job Viewed
Job Description
Our client, a respected financial institution, is seeking a highly analytical and detail-oriented Investment Analyst to join their sophisticated portfolio management team in Norwich, Norfolk, UK . This role is crucial in supporting investment decisions by conducting thorough research, financial modelling, and performance analysis. The ideal candidate will possess a strong understanding of financial markets, investment strategies, and quantitative analysis techniques. You will work closely with senior portfolio managers to identify investment opportunities and manage risk effectively.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Conduct in-depth research and analysis of various asset classes, industries, and individual securities.
- Develop complex financial models to forecast company performance and valuation.
- Perform due diligence on potential investments and present findings and recommendations to the investment committee.
- Monitor and analyze the performance of existing portfolio holdings, identifying trends and risks.
- Assist in the construction and rebalancing of investment portfolios based on market conditions and client objectives.
- Prepare comprehensive investment reports, presentations, and market commentary.
- Stay current with economic news, market developments, and regulatory changes impacting financial markets.
- Collaborate with trading desks and other financial professionals to execute investment strategies.
- Ensure compliance with all relevant financial regulations and internal policies.
- Contribute to the refinement of investment strategies and risk management frameworks.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. A Master's degree or CFA charter (or progress towards it) is highly desirable.
- Minimum of 3 years of experience in investment analysis, equity research, or portfolio management within the financial services industry.
- Strong proficiency in financial modelling, valuation techniques, and statistical analysis.
- Excellent analytical and critical thinking skills with a keen eye for detail.
- Familiarity with various financial databases (e.g., Bloomberg, Refinitiv) and analytical tools.
- Effective written and verbal communication skills, with the ability to present complex information clearly and concisely.
- Ability to work effectively under pressure and meet tight deadlines.
- Team player with a strong work ethic and commitment to professional development.
- Knowledge of fixed income, equities, derivatives, and alternative investments is a plus.
This advertiser has chosen not to accept applicants from your region.
0
Investment Analyst - Portfolio Management
WV1 1ST Wolverhampton, West Midlands
£55000 Annually
WhatJobs
Posted 8 days ago
Job Viewed
Job Description
Our client, a well-established investment firm, is seeking a motivated Investment Analyst to join their team in **Wolverhampton, West Midlands, UK**. This role is crucial for supporting the firm's portfolio management strategies through in-depth market research, financial analysis, and investment recommendations. You will be responsible for evaluating investment opportunities across various asset classes, monitoring portfolio performance, and contributing to strategic asset allocation decisions. The ideal candidate will possess a strong quantitative background, excellent analytical skills, and a deep understanding of financial markets and investment principles. You will work closely with senior portfolio managers and contribute to client reporting and presentations.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Conduct comprehensive financial and fundamental analysis of public and private companies.
- Research and evaluate investment opportunities across equities, fixed income, and alternative assets.
- Develop financial models to forecast company performance and valuation.
- Monitor macroeconomic trends and their potential impact on investment portfolios.
- Assist in the construction and management of investment portfolios, aligning with client objectives and risk tolerances.
- Track and analyze portfolio performance, identifying drivers of returns and risks.
- Prepare investment research reports, memos, and presentations for internal review and client communication.
- Collaborate with portfolio managers to execute trades and manage asset allocations.
- Stay abreast of regulatory changes and market developments impacting the investment industry.
- Maintain a thorough understanding of the firm's investment philosophy and process.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Relevant professional qualifications such as CFA (or progress towards), ACCA, or CIMA are highly desirable.
- 2-4 years of experience in investment analysis, portfolio management, or a related financial role.
- Strong proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, Bloomberg Terminal).
- Excellent understanding of financial markets, investment strategies, and risk management.
- Strong written and verbal communication skills, with the ability to present complex information clearly.
- Ability to work effectively in a hybrid team environment in **Wolverhampton, West Midlands, UK**.
- High level of attention to detail and accuracy.
This advertiser has chosen not to accept applicants from your region.
1
Investment Analyst - Portfolio Management
LS1 1BG Leeds, Yorkshire and the Humber
£50000 annum (plus
WhatJobs
Posted 8 days ago
Job Viewed
Job Description
Our client is a highly reputable financial institution renowned for its expert portfolio management and client-centric approach. We are seeking a sharp, analytical, and driven Investment Analyst to join our established team in Leeds, West Yorkshire, UK . This role is integral to our success, focusing on in-depth market research, financial analysis, and supporting the development and execution of investment strategies for a diverse range of client portfolios.
Your core responsibilities will include conducting fundamental and quantitative analysis of financial markets, equities, bonds, and other investment vehicles. You will assist portfolio managers in constructing and rebalancing portfolios, monitoring investment performance, and preparing comprehensive reports for clients and internal stakeholders. The ideal candidate will possess strong financial modelling skills, a solid understanding of investment principles, and the ability to interpret complex economic data. You must be highly proficient with financial databases and analytical software. Excellent written and verbal communication skills are crucial for presenting findings and recommendations clearly and concisely. A diligent work ethic and a commitment to maintaining the highest professional standards are paramount.
Qualifications:
This is an excellent opportunity for a talented analyst to grow their career within a leading financial firm, contributing to significant investment decisions and client success within a collaborative and dynamic office environment.
Your core responsibilities will include conducting fundamental and quantitative analysis of financial markets, equities, bonds, and other investment vehicles. You will assist portfolio managers in constructing and rebalancing portfolios, monitoring investment performance, and preparing comprehensive reports for clients and internal stakeholders. The ideal candidate will possess strong financial modelling skills, a solid understanding of investment principles, and the ability to interpret complex economic data. You must be highly proficient with financial databases and analytical software. Excellent written and verbal communication skills are crucial for presenting findings and recommendations clearly and concisely. A diligent work ethic and a commitment to maintaining the highest professional standards are paramount.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Minimum of 3-5 years of experience in investment analysis, portfolio management, or a similar financial role.
- Strong analytical and quantitative skills, with proficiency in financial modelling and valuation techniques.
- In-depth knowledge of capital markets, financial instruments, and investment strategies.
- Experience using financial data platforms (e.g., Bloomberg, Refinitiv Eikon).
- Excellent communication and presentation skills, capable of articulating complex financial concepts.
- CFA charterholder or progress towards the CFA designation is highly desirable.
- Ability to work effectively in a fast-paced, team-oriented environment.
- Detail-oriented with a high degree of accuracy.
- Must be eligible to work in the UK and able to work full-time from our Leeds office.
This is an excellent opportunity for a talented analyst to grow their career within a leading financial firm, contributing to significant investment decisions and client success within a collaborative and dynamic office environment.
This advertiser has chosen not to accept applicants from your region.
2
Investment Analyst - Portfolio Management
MK9 4FE Milton Keynes, South East
£50000 Annually
WhatJobs
Posted 8 days ago
Job Viewed
Job Description
Our client, a prominent financial institution in Milton Keynes, Buckinghamshire, UK , is seeking a sharp and analytical Investment Analyst to join their esteemed Portfolio Management team. This is an excellent opportunity for a motivated individual to contribute to investment strategy and decision-making within a highly regulated and dynamic environment. You will be responsible for conducting in-depth market research, analysing financial statements, and evaluating investment opportunities across various asset classes, including equities, fixed income, and alternatives. Your duties will involve building financial models, performing valuation analyses, assessing risk, and preparing detailed investment recommendations and reports for portfolio managers and investment committees. The ideal candidate will possess a strong academic background in Finance, Economics, or a related quantitative field, ideally with professional qualifications such as CFA (or working towards it). Proven experience in investment research, financial modelling, and data analysis is essential. You should have a solid understanding of financial markets, investment products, and portfolio management principles. Excellent quantitative, analytical, and problem-solving skills, coupled with strong written and verbal communication abilities, are critical for success. Proficiency in financial data platforms (e.g., Bloomberg, Refinitiv) and advanced Excel skills are required. This role is based in our modern Milton Keynes offices, requiring your physical presence to foster close collaboration with the team and access essential resources. We are looking for a detail-oriented and intellectually curious individual who is passionate about investing and driven by a desire to achieve superior investment performance. You will play a key role in supporting the formulation and execution of investment strategies. This is a challenging and rewarding position offering significant opportunities for professional growth and development within the financial services sector. A proactive approach to identifying market trends and potential investment opportunities is highly valued.
This advertiser has chosen not to accept applicants from your region.
3
Investment Analyst - Portfolio Management
CB2 1AA Cambridge, Eastern
£50000 Annually
WhatJobs
Posted 8 days ago
Job Viewed
Job Description
Our client, a distinguished asset management firm with a strong reputation for market expertise, is seeking a motivated Investment Analyst to join their prestigious Portfolio Management team in Cambridge, Cambridgeshire, UK . This role offers a compelling opportunity to contribute to the investment decision-making process, conduct in-depth market research, and support senior portfolio managers in achieving optimal investment outcomes for a diverse client base. You will be involved in analysing financial statements, economic trends, and industry developments to identify investment opportunities and risks.
The ideal candidate will possess a robust understanding of financial markets, investment principles, and various asset classes. Strong quantitative and analytical skills are essential, along with proficiency in financial modelling and data analysis tools. You will be responsible for preparing investment research reports, conducting valuation analyses, and monitoring portfolio performance. Collaboration with portfolio managers, research analysts, and trading teams will be a key aspect of this role. Excellent communication and presentation skills are required to articulate investment recommendations clearly and concisely. A commitment to continuous learning and staying abreast of market dynamics is paramount for success in this challenging and rewarding position.
Key Responsibilities:
The ideal candidate will possess a robust understanding of financial markets, investment principles, and various asset classes. Strong quantitative and analytical skills are essential, along with proficiency in financial modelling and data analysis tools. You will be responsible for preparing investment research reports, conducting valuation analyses, and monitoring portfolio performance. Collaboration with portfolio managers, research analysts, and trading teams will be a key aspect of this role. Excellent communication and presentation skills are required to articulate investment recommendations clearly and concisely. A commitment to continuous learning and staying abreast of market dynamics is paramount for success in this challenging and rewarding position.
Key Responsibilities:
- Conduct in-depth fundamental analysis of companies, industries, and economies.
- Develop and maintain financial models to support investment recommendations.
- Research and evaluate potential investment opportunities across various asset classes.
- Monitor portfolio performance and identify any deviations from objectives.
- Prepare comprehensive investment research reports and presentations.
- Assist portfolio managers in constructing and managing investment portfolios.
- Stay informed about market trends, economic events, and regulatory changes.
- Contribute to team meetings and investment strategy discussions.
- Ensure compliance with regulatory requirements and internal policies.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
- 1-3 years of experience in investment analysis, portfolio management, or a related financial services role.
- Strong understanding of financial markets, investment principles, and valuation techniques.
- Proficiency in financial modelling and data analysis software (e.g., Excel, Bloomberg).
- Excellent analytical, quantitative, and problem-solving skills.
- Strong written and verbal communication skills.
- Ability to work independently and as part of a collaborative team.
- Progress towards CFA designation is a plus.
This advertiser has chosen not to accept applicants from your region.
4
Senior Investment Analyst - Portfolio Management
PL4 0SP Plymouth, South West
£55000 Annually
WhatJobs
Posted 5 days ago
Job Viewed
Job Description
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.
- 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 advertiser has chosen not to accept applicants from your region.
5
Senior Investment Analyst - Portfolio Management
DE1 3BS Derby, East Midlands
£60000 Annually
WhatJobs
Posted 6 days ago
Job Viewed
Job Description
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:
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.
This advertiser has chosen not to accept applicants from your region.
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6
Senior Investment Analyst - Portfolio Management
EH1 1AA Edinburgh, Scotland
£70000 Annually
WhatJobs
Posted 7 days ago
Job Viewed
Job Description
Our client is seeking a highly analytical and results-oriented Senior Investment Analyst to join their prestigious banking and finance division in Edinburgh, Scotland, UK . This critical role involves deep dives into market trends, economic indicators, and company financials to inform strategic investment decisions. You will be responsible for constructing and managing investment portfolios, conducting rigorous due diligence, and providing insightful recommendations to senior management and clients. The ideal candidate will possess a strong quantitative background, a comprehensive understanding of financial markets, and a proven track record of success in investment analysis. This position requires a dedicated individual who thrives in a challenging, fast-paced environment and is committed to upholding the highest ethical standards.
Key Responsibilities:
Qualifications:
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.
This advertiser has chosen not to accept applicants from your region.
7
Senior Investment Analyst, Portfolio Management
CF10 1BS Cardiff, Wales
£70000 Annually
WhatJobs
Posted 7 days ago
Job Viewed
Job Description
Our client, a prestigious and dynamic financial institution, is seeking a highly analytical and results-oriented Senior Investment Analyst to join their sophisticated portfolio management team. This role offers a compelling blend of in-office collaboration and remote flexibility, allowing you to contribute to strategic investment decisions while maintaining a healthy work-life balance. You will be responsible for conducting in-depth financial analysis, evaluating investment opportunities across various asset classes, and providing critical insights to support portfolio construction and management. Your core duties will include researching market trends, analysing economic data, performing due diligence on potential investments, and developing financial models to assess risk and return profiles. You will collaborate closely with Portfolio Managers, traders, and other stakeholders to formulate and execute investment strategies, and prepare comprehensive reports and presentations for senior management and clients. The ideal candidate will possess a strong academic background in Finance, Economics, or a related quantitative field, coupled with significant experience in investment analysis and portfolio management. A deep understanding of financial markets, investment vehicles, and valuation methodologies is essential. Exceptional analytical, quantitative, and problem-solving skills are required, along with proficiency in financial modelling software and data analysis tools. Excellent communication and interpersonal skills are vital for effective collaboration within a hybrid work environment. You should be self-motivated, detail-oriented, and capable of working effectively both independently and as part of a team. This role is crucial in driving informed investment decisions and ensuring the achievement of our client's financial objectives. Our client values a proactive approach to market analysis and a commitment to delivering superior investment performance. This hybrid position offers the best of both worlds: the opportunity to engage directly with colleagues and clients in our **cardiff** office, while also benefiting from the flexibility of remote work for focused analysis and research. You will play a key role in shaping investment strategies and contributing to the growth of our client's assets under management. This is an exciting opportunity to advance your career in the competitive field of investment management.
This advertiser has chosen not to accept applicants from your region.
8
Senior Investment Analyst (Portfolio Management)
BT1 5GS Belfast, Northern Ireland
£70000 Annually
WhatJobs
Posted 8 days ago
Job Viewed
Job Description
Our client, a respected financial institution based in Belfast, Northern Ireland, UK , is seeking a highly skilled Senior Investment Analyst to join their dedicated portfolio management division. This role is central to the development and execution of investment strategies, aiming to deliver superior returns for a diverse range of clients. The successful candidate will leverage their analytical expertise to conduct in-depth market research, evaluate investment opportunities, and contribute to the overall performance of managed portfolios.
Responsibilities include performing comprehensive financial analysis of companies, industries, and macroeconomic trends to identify potential investments. You will be responsible for constructing and managing investment portfolios, ensuring alignment with client objectives and risk tolerances. This involves rigorous asset allocation, security selection, and ongoing performance monitoring. The Senior Investment Analyst will also be expected to develop and maintain financial models, conduct scenario analyses, and prepare detailed reports and presentations for internal stakeholders and clients.
Collaboration with senior management, traders, and research teams will be essential to stay informed of market developments and refine investment strategies. You will contribute to the firm's investment committee discussions, providing well-reasoned recommendations based on thorough research and analysis. Maintaining an in-depth understanding of financial markets, regulatory environments, and evolving investment products is crucial. This hybrid role allows for collaborative work in the office and focused analysis remotely, providing a balanced approach to work.
The ideal candidate will hold a Master's degree in Finance, Economics, or a related quantitative field, and possess professional qualifications such as CFA (Chartered Financial Analyst) or be actively pursuing them. A minimum of 5-7 years of relevant experience in investment analysis, portfolio management, or asset management is required. Demonstrable experience in equity research, fixed income analysis, or alternative investments is essential. Strong analytical, quantitative, and problem-solving skills are paramount, along with excellent communication and presentation abilities. Proficiency in financial modelling software and data analysis tools is a must. We are looking for a proactive, detail-oriented individual with a strong ethical compass and a passion for financial markets.
Responsibilities include performing comprehensive financial analysis of companies, industries, and macroeconomic trends to identify potential investments. You will be responsible for constructing and managing investment portfolios, ensuring alignment with client objectives and risk tolerances. This involves rigorous asset allocation, security selection, and ongoing performance monitoring. The Senior Investment Analyst will also be expected to develop and maintain financial models, conduct scenario analyses, and prepare detailed reports and presentations for internal stakeholders and clients.
Collaboration with senior management, traders, and research teams will be essential to stay informed of market developments and refine investment strategies. You will contribute to the firm's investment committee discussions, providing well-reasoned recommendations based on thorough research and analysis. Maintaining an in-depth understanding of financial markets, regulatory environments, and evolving investment products is crucial. This hybrid role allows for collaborative work in the office and focused analysis remotely, providing a balanced approach to work.
The ideal candidate will hold a Master's degree in Finance, Economics, or a related quantitative field, and possess professional qualifications such as CFA (Chartered Financial Analyst) or be actively pursuing them. A minimum of 5-7 years of relevant experience in investment analysis, portfolio management, or asset management is required. Demonstrable experience in equity research, fixed income analysis, or alternative investments is essential. Strong analytical, quantitative, and problem-solving skills are paramount, along with excellent communication and presentation abilities. Proficiency in financial modelling software and data analysis tools is a must. We are looking for a proactive, detail-oriented individual with a strong ethical compass and a passion for financial markets.
This advertiser has chosen not to accept applicants from your region.
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