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.
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