Investment Analyst, Single Family Office

Top reasons to work for this client:

• Basic salary to £65k per annum.
• Annual Bonus (personal performance).
• Professional study support provided for the CFA.
• Well-established Single-Family Office across multiple asset classes.
• Excellent career growth opportunity.
• Reporting into the Executive Directors working in an Investment Team of 5.
• Rewarding blend of investment and operations (front, middle & back office).
• Flat structure where you will be exposed to the full investment lifecycle.
• Globally diversified, multi asset portfolio across both public and private markets.
• London based Head Office, W1 (Marylebone district).
• Monday to Friday 8.30am-5.30pm
• Private medical & dental insurance, enhanced 5% Pension Contributions
• Discounted gym membership, cycle to work, workplace nursery scheme.
• 25 days holiday + BH.

Core responsibilities will typically include:

• Conduct investment research and analysis across various asset classes, including idea generation, financial modelling, valuation, and due diligence
• Support portfolio monitoring activities such as trade capture, performance tracking, risk analysis, and portfolio construction reviews.
• Prepare high-quality reports and presentations for the family principals, investment committee, and internal stakeholders.
• Collaborate with team members to identify process improvements, maintain accurate data management, and support investment decisions with timely analysis.
• Assist with operational aspects of the investment process, including fund subscriptions and redemptions, documentation, and compliance-related tasks.
• Oversee data integrity and manage reporting tools, liaising with custodians, administrators, and service providers as needed.

Expected Qualifications, Skills & Experience:

• Relevant experience in investment analysis, asset management, or related role.
• Educated to a Degree standard (or equivalent) in numerical or financial discipline.
• Demonstrated passion for financial markets and investment strategies
• Strong investment operations experience (back office).
• Strong analytical and financial modelling skills
• Strong attention to detail, ability to manage own workload and priorities.

Ideal:

• CFA qualifications or working towards (or CAIA)
• Experience gained in both investment and investment operations (front and back office)
• Russian speaking.