Investment Analyst (Sustainability)

Who we’re looking for : Investment Analyst, Wealth Management

About Cazenove Capital

At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, our parent company

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

The base

We have been in 1 LWP since 2018. We’re close to our clients, in the heart of the UK’s financial centre. And we have everything we need to work flexibly.

The team

We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services.  We draw on the resources of the Schroders group, as well as having our own in house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.

Key Responsibilities

Investment Research & Strategy

• Support the development and implementation of Wealth Management's investment strategy.

• Conduct research and analysis across asset classes, market developments and investment themes.

• Assist in producing and maintaining clearly articulated investment views.

• Contribute to investment selection, due diligence and monitoring activities.

• Support the assessment of economic and market trends and their implications for portfolios.

Sustainable Investing

• Support the integration of Environmental, Social and Governance (ESG) considerations within the investment process.

• Assist in evaluating sustainable investment opportunities and associated risks.

• Contribute to sustainable investment research, reporting and thematic analysis.

• Maintain awareness of regulatory and industry developments impacting sustainable investing.

Stakeholder Engagement & Communication

• Build and maintain relationships with external fund managers, research providers and industry contacts.

• Collaborate with investment experts across Schroders to leverage the Group's specialist knowledge.

• Present investment research and recommendations to Portfolio Managers and internal investment forums.

• Support the communication of investment views and strategy across the Wealth Management business.

Team Contribution

• Work collaboratively with colleagues across Investments, Portfolio Management and Wealth Management.

• Contribute to continuous improvement initiatives and process efficiencies.

• Support strategic projects and ad hoc research assignments as required.

Knowledge, Skills & Experience

Essential

• Degree educated or equivalent.

• Strong analytical and research capabilities.

• Excellent written and verbal communication skills.

• Advanced Microsoft Office skills, particularly Excel and PowerPoint.

• Demonstrable interest in financial markets, investment management and sustainable investing.

• Strong attention to detail and organisational skills.

Desirable

• Experience using investment research platforms such as Refinitiv, Lipper or similar.

• Familiarity with AI-enabled research and productivity tools.

• Progress towards or attainment of investment qualifications such as IMC, CFA or CAIA.

• Prior experience within investment management, wealth management or investment research.

Personal Attributes

The successful candidate will demonstrate:

• A genuine passion for investment management and financial markets.

• Intellectual curiosity and a desire to continuously learn.

• Strong analytical thinking and problem-solving skills.

• A proactive and solutions-focused mindset.

• High standards of accuracy and attention to detail.

• Strong interpersonal and relationship-building skills.

• The ability to work effectively both independently and as part of a team.

• Integrity, professionalism and sound judgement.

Regulatory Responsibilities

This role is subject to the UK Senior Managers and Certification Regime (SMCR). All employees are expected to comply with the FCA and PRA Individual Conduct Rules:

• Act with integrity.

• Act with due skill, care and diligence.

• Be open and cooperative with regulators.

• Pay due regard to the interests of customers and treat them fairly.

• Observe proper standards of market conduct.

Diversity, Equity & Inclusion

At Schroders, we recognise that diverse perspectives, experiences and backgrounds help us make better decisions and deliver stronger outcomes for our clients.

We are committed to building an inclusive workplace where everyone feels valued, respected and able to achieve their full potential. We welcome applications from all qualified candidates regardless of age, disability, gender identity, marital or civil partnership status, pregnancy and maternity, race, religion or belief, sex or sexual orientation.

We believe that fostering an inclusive culture strengthens our business and enables us to attract, develop and retain the best talent.