Investment Analyst: Research-Driven Portfolio Strategy

Andsimple; Greater London; Hybrid; GBP 85,000 - GBP 95,000; Full time

Job summary

A leading investment firm in London is seeking an Investment Analyst to support portfolio management and research activities. This role combines quantitative analysis with strategic thinking, providing exposure to public markets and co-investment opportunities. The ideal candidate will have a strong educational background, relevant analytical experience, and will be expected to conduct research, build financial models, and contribute to investment decisions. The position offers a competitive salary and flexible working arrangements.

Benefits

Performance-based annual bonus

Private health insurance

25 days paid annual leave

Professional development support

Wellness support

Qualifications

• 2-4 years of experience in investment analysis or related role.
• Demonstrated ability to communicate findings clearly both verbally and in writing.
• Professional maturity and discretion based on high-net-worth client environment.

Responsibilities

• Conduct due diligence on investment managers across different asset classes.
• Build financial models to evaluate investment opportunities.
• Monitor portfolio performance and prepare performance reports for clients.

Skills

Advanced proficiency in Excel

Financial modelling

Analytical capabilities

Strong understanding of asset allocation theory

Synthesis of complex financial information

Meticulous attention to detail

Education

Bachelor's degree in finance, economics, accounting, or mathematics

Progress toward CFA designation

Tools

Bloomberg Terminal

FactSet

Job description

A leading investment firm in London is seeking an Investment Analyst to support portfolio management and research activities. This role combines quantitative analysis with strategic thinking, providing exposure to public markets and co-investment opportunities. The ideal candidate will have a strong educational background, relevant analytical experience, and will be expected to conduct research, build financial models, and contribute to investment decisions. The position offers a competitive salary and flexible working arrangements.