Investment Analyst
Unlock a high-impact career opportunity with a leading private wealth management business, where your analytical prowess and financial insight will directly shape the portfolios of high-net-worth clients and key family offices. This fast-paced, dynamic team environment seeks an ambitious Investment Analyst ready to drive strategic decisions and deliver exceptional analytical support at the heart of private client wealth management. The role is based on-site, with a requirement to be in the
office 4 days per week
.
What You'll Do
* Dive deep into fund and client portfolio analysis, preparing insightful investment reports for internal and client use.
* Take ownership of performance reporting for prestigious family office clients, adding tangible value to their financial journey.
* Co-ordinate collaborative portfolio reviews and contribute to investment proposals that influence high-level decisions.
* Work closely with investment and relationship management teams, assisting in the creation of impactful presentations and materials.
What Sets You Apart
* Demonstrated passion for investments, finance, and markets, backed by tangible experience in financial analysis.
* Mastery of Excel, Bloomberg, and PowerPoint, paired with a sharp numerical and analytical approach.
* A meticulous, methodical work style with an exceptional eye for detail, and proven ability to hit tight deadlines.
* Excellent written and verbal communication skills to engage and influence decision-makers.
Your Edge
* Highly organized with the ability to multitask and prioritize effectively in a high-stakes environment.
* Strong interpersonal skills and a proactive, can-do attitude that energizes the team and adds to our culture.
* Professional or part-qualification in ACA, ACCA, CFA or similar is a strong advantage.
* A track record in financial analysis, reporting, or related project management will see you thrive in this position.Key-Capital-Investment-Analyst-Wealth-Management_Oct-
If you are ready to accelerate your wealth management career alongside industry experts, and want your analytical efforts to mean more, apply now to seize this pivotal Investment Analyst opportunity.
Please note—office attendance 4 days per week is required.
Reach out with your CV or LinkedIn profile to start a confidential conversation about your next move.
Applicants must have no visa requirements