Investment Analyst

회사: CV-Library
직업 유형: Full-time
60,000 - 80,000 GBP/Year

Investment Analyst

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


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

Relevant experience within a similar role
BA in Finance, Accounting, Economics or other numerical degree
CFA 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

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  or call Deb on (phone number removed)

Closing date is 21.3.2024 Please note this could change subject to suitable applications.

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

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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

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