About The Role
A leading wealth and investment management firm is seeking an experienced professional to join its Investment Team.
Key Responsibilities:
Monitor and report on portfolio performance and risk versus benchmarks.
Analyse and communicate performance drivers to internal stakeholders.
Oversee market, credit, and liquidity risk exposures.
Review and strengthen investment processes and controls.
Prepare materials for investment committees and support decision-making.
Manage relationships with external stakeholders and fund boards.
Contribute to fund management improvements and asset allocation analysis.
Collaborate with IT to enhance data and process efficiency.
Support change initiatives and project implementations.
About You
5+ years' experience in investments, portfolio analysis, or a related area.
Degree in Finance, Economics, Mathematics, or similar.
Strong analytical and quantitative skills; proficiency in Python/SQL preferred.
Experience with multi-asset portfolios and performance/risk analytics.
Excellent communication, organisational, and problem-solving skills.
Knowledge of UCITS, MiFID II, or SFDR frameworks advantageous.
CFA qualification (or working towards) desirable.
What's Offered
Competitive salary, bonus, and pension package.
Flexible working and supportive, inclusive culture.
Health and wellbeing initiatives, including an Employee Assistance Programme.
Ongoing learning and development opportunities.