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Type of Role: Investments

Experience Level: Analyst/Associate

Location: London, United Kingdom

Salary: £60K - £80K

We are are pleased to be working with a confidential family office looking for an Investment Associate. Details below.

Investment Analyst Single Family Office

London City W1U

£60,000 – £80,000 per annum plus annual bonus of around 20%

Must have Single or Multi Family experience to be considered 

Permanent Office based role

Monday to Friday 8.30am – 5.30pm

Hawk 3 Talent Solutions are looking for an experienced Investment Analyst to work Single Family Office ideally with CFA or wanting to progress with this, to join a SME business based in central London

The Role

Reporting to the Chief Investment Officer you will be working in a small close knit team

An ideal candidate could be an investment professional with 5+ years of experience including investment management front office as well as investment operations experience

Duties

  • Directly working with portfolio managers on monitoring both liquid portfolio and private market portfolios
  • Preparation of investment proposals and other materials for IC
  • Investment portfolio analysis
  • Monitor risk parameters, track liquidity and position limits
  • Assist in the Company’s ongoing compliance monitoring and reporting
  • Preparation of client’s reports
  • Managing operational side of the investment activity

Skills/Experience

  • Relevant experience within a similar role
  • BA in Finance, Accounting, Economics or other numerical degree
  • CFA (Chartered Financial Analyst), CAA (Chartered Asset Allocator) or progress towards is a significant advantage
  • Strong attention to details
  • Ability to streamline functions and passion to learn and grow
  • Robust interpersonal skills, including written and oral communication skills
  • Comfort dealing with ambiguity and the ability to work independently
  • Excellent communication and presentation skills; be comfortable interacting with executive-level management
  • Financial modelling experience is advantageous

Benefits

  • Bupa Health Insurance & significant pension contribution.
  • Attractive bonus structure.

If you would like to apply for the role of Investment Analyst then please email your CV to debbie.gough@hawk-3.com  or call Deb on 07557803946

Closing date is 1.4.2024 Please note this could change subject to suitable applications.

Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client.

By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website.

Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future

If this role is permanent, Hawk 3 Talent Solutions is operating as the employment agency. If this job is a temporary role, Hawk 3 Talent Solutions is operating as the employment business. Hawk 3 Talent Solutions is committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job

Whilst we endeavor to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future

By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy