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Junior Investment Analyst - West London

Basic Salary 50k + 20% Bonus
Ref: 411 Date Posted: Thursday 09 May 2024

Top reasons to work for this client:

  • Basic salary to £50k per annum.
  • Annual Bonus 20%
  • Well-established Single-Family Office across multiple asset classes.
  • Excellent opportunity joining a dedicated team of 20 employees.
  • Reporting into Chief Investment Officer working in an Investment Team of 5.
  • Rewarding blend of investment and operations.
  • Excellent career progression.
  • Flat structure where you will be exposed to the full investment lifecycle.
  • Professional study support provided for the CFA.
  • Autonomous and supportive company culture.
  • Baker Street Head Office, W1.
  • Monday to Friday 8.30am-5.30pm
  • Bupa Health, Enhanced 5% Pension Contributions, 25 Days holiday increasing to 30.

Core responsibilities will typically include:

  • Help monitor the investment portfolio by maintaining the trade capture and performance systems.
  • To produce reporting as needed for the end client, investment team, and other internal team members.
  • Be an active part of the investment team and contribute to investment research through idea generation, initial and on-going due diligence, and portfolio and performance analysis.
  • Assist to improve processes and to be conscious of both operational and investments risks.

Expected Qualifications, Skills & Experience:

  • Strong investment operations experience (back office).
  • Educated to a Degree standard (or equivalent) in numerical or financial discipline.
  • Strong attention to detail, ability to manage own workload and priorities.
  • Ability to work independently and as part of a team.
  • Excellent communication and presentation skills.
  • Demonstrable interest in financial markets.
  • Very keen to learn.


  • Working towards CFA.
  • Experience gained in both investment and investment operations (front and back office).
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