Posted - 1 Feb 2020

Location - LONDON, UK




Our client is the London based Single Family Office of an UHNW family, established to manage the affairs and financial interests across a broad range of sectors and interests.


They are seeking an Investment Analyst to support the Senior Investment Manager on all aspects of the investment process.


This will include ensuring that trades are executed and settled promptly & correctly, liaising with the various banks that are used for trading and research. They will be responsible for performing detailed analysis of and research into specific market and industry sector analysis as required, main listed investments such as equities, bonds and funds.


Additional responsibilities will include providing analytical support to private Direct Investment projects, which will include financial statements analysis and market forecasting.


This role will suit someone who has strong analytical skills but is happy to take responsibility for the actual Portfolio Management – input trades, performance calculation process and verification, settlements etc. They will be hard working and very team oriented, interested in investments and finance and able to work under pressure.


Key responsibilities include:

  • Prepare monthly Portfolio Reports and support the client reporting function
  • Input trades on the firm’s front office portfolio management system and support the performance calculation process and verification
  • Support the settlement process and risk and controls of the portfolio
  • Undertake specific research on an ad-hoc basis (equity, bonds, funds, etc.)
  • Prepare presentations
  • Perform financial statement analysis
  • Perform market analysis for direct investment projects


Personal Characteristics:

  • Hard working and enthusiastic
  • Accuracy and takes pride in producing work that is accurate and to the highest standards.
  • A “starter/finisher” who will ensure tasks are completed not only accurately but within required timescales
  • Strong mathematical skills and an understanding of Excel
  • Passion and enthusiasm for investments.
  • Team player with the attitude of proactively helping the team to solve problems


The job description does not provide an exhaustive list of the duties within the role and the job holder will be expected to undertake any other duties that may be reasonably requested.


This represents a rare opportunity to join a significant Single Family Office with exposure to and responsibility for sizable and broad ranging investments.


Salary: £45/55k depending on experience plus benefits and discretionary bonus.


To apply for the role or for further information please email to 


REF: AGR2631

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