Investment Advisory Analyst

Our client are a leading investment advisory organization that specializes in managing diverse portfolios and providing high-quality financial advice to a select group of clients. With expertise across alternative investment strategies, including hedge funds and private equity, the firm has a strong track record of success and a multibillion-dollar portfolio. They are currently seeking an Investment Advisory Analyst to join their team in London.

As part of the Investment Advisory team, the successful candidate will be responsible for performing detailed financial analysis, financial modelling, investment research, and quantitative analysis for the team. There is significant professional development and career available on offer, and for those who wish to progress to an Investment Advisor role in the future, this will be available.

Key Responsibilities Include:

• Support the team in delivering investment counseling services
• Assist in the preparation of asset allocation balance sheets
• Provide support in delivering advice and responding to client inquiries
• Research investment topics and assess product suitability
• Prepare materials for client communications (memos, reports, newsletters)
• Document and maintain records of investment counseling meetings
• Assist with implementing portfolio recommendations

Desired Background

• Undergraduate or master’s degree in finance, economics, or a quantitative field from a leading university
• 2-4 years of relevant experience in investment consulting or wealth management
• Excellent quantitative skills - demonstrable experience in cash flow modelling and equity analysis
• Experience in Excel is required - Python and programming/coding experience would be a plus
• RDR Level 4 certification (or willingness to complete within 18 months)
• Strong knowledge of investments, asset allocation, portfolio construction and a passion for financial planning would be desirable
• Progress toward CFA, CAIA, or CFP designation is a plus
• Excellent communication, organizational, and interpersonal skills
• Ability to operate effectively in a fast-paced, international environment
• High integrity and maturity, with a focus on confidentiality