Investment Analyst

We are currently working with a leading Wealth Management firm who are looking to hire an Investment Analyst to join their Global Investment Selection team. The successful candidate will be responsible for the sourcing and reviewing of all existing and potential investments in their assigned investment stream. Responsibilities:

1. Source potential new investments for inclusion in client portfolios in their assigned investment stream. This will include presenting recommendations to the Investment Committee in order to implement the strategic and tactical aims of the investment function.
2. Evaluate existing investments to ensure optimal allocation.
3. Manage new product launches including the development of an effective structure and marketing plan.
4. Create and maintain relationships with internal stakeholders across a number of departments including delivery of information to portfolio managers and clients.

1. 2-5 years investment experience.
2. High degree of technical expertise.
3. Experience of the MS Office suite combined with a strong knowledge of Bloomberg.
4. The completion of the QFA and CFA examinations is a requirement for this position.