Our client, a boutique wealth management firm, is looking to recruit an Investment Portfolio Researcher to join their Investment team on a permanent basis. The purpose of this role is to support the team in providing independent investment advice to clients.
The Investment Portfolio Researcher will take responsibility for the following duties:
* Research and gain understanding of investment markets and the development of investment strategy.
* Provide analysis and produce reports on client investments.
* Actively explore opportunities within fund sectors.
* Support the client teams with producing reports on performance and investment rationales.
* Lead on administrative tasks such as communicating with third parties regarding fund availability.
The Investment Portfolio Researcher will meet the following skillset:
* Minimum 2 years relevant experience.
* A passion for investments and business.
* Excellent academic background.
* Strong analytical ability and numerate.
* Good written and oral communication skills.
This is an ideal opportunity for an ambitious Investment Portfolio Researcher professional looking to propel their career in a fast-growing wealth management business.
If you believe your experience meets the criteria of Investment Portfolio Researcher, please apply with a copy of your CV.
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