Job Description
Job Title: Investment Advisory Analyst
Location: London, UK
Overview:
Seeking an Investment Advisory Analyst to support a client-facing investment advisory team. The role focuses on providing investment counseling, asset allocation, and portfolio management support, without sales targets.
Key Responsibilities:
* Assist with investment counseling and preparation of asset allocation balance sheets.
* Create client communication materials such as performance reports and memos.
* Research and assess various investment products for suitability.
* Coordinate the implementation of investment recommendations with external providers.
* Document meetings and manage client follow-up activities.
Qualifications:
* Bachelor’s or Master’s degree in finance, economics, or a related field.
* 1-2 years of experience in investment consulting or wealth management.
* Strong understanding of asset allocation and investment planning.
* Excellent quantitative, communication, and organizational skills.
* CFA, CAIA, or CFP designation preferred; RDR Level 4 completion within 18 months required.
Work Environment: The role operates in an international, fast-paced setting with opportunities fo...