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Investment Analyst (DFM)

Mayson Hunt Ltd
Job LocationLondon
EducationNot Mentioned
Salary£25,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Investment Analyst (DFM)Mayfair £25,000 - £35,0000Our client, a leading UK Wealth Management firm, who are looking for an Investment Analyst to join their team based in in Mayfair.Roles & Responsibilities:

  • Work as part of a team, sharing information and ideas, monitoring and assessing investment data, taking appropriate action as required.
  • Manage, on an individual and shared basis, client portfolios, reviewing their performance and investing funds as appropriate to geerate required income.
  • Advise and liaise personally with clients, ensuring that all clients receive valuations and performance measures of their portfolios.
  • Maintain and develop good relationships with brokers, professional advisers and other relevant organisations, carrying out desk reserach as necessary to ensure that investment and technical knowledge is maintained. This includes maintatining up to date knowledge of and adherence to current regulatory requirements.
  • Work as part of an Investment team supporting them in administrative matters, sharing information and ideas.
  • Building improved contacts with clients and professional advisers in order to develop new business.
  • Communicate effecitvely with the Investment Administration team to action or resolve client related matters.
  • Report to Senior Management any concerns relating to improper business practice, e.g. insider dealing, market manipulation, money laundering etc.
  • Take responsibility for ensuring the continuing professional development of oneself and of the team.
  • Contribute towards the continuing development of the group by participating in projects, committees and other activities as requested from time to time.
    • Background & Experience:
  • Have an Investment Management background and experience of managing portfolios.
  • Keeps up to date with development in the industry, including new products, legislation, and regulation.
    • Required skills
  • Analyst
  • Data
  • Funds
  • Investment Management
  • Wealth Management

    • Keyskills :
    Analyst Data Funds Investment Management Wealth Management

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