Investment Analyst

Gale and Phillipson
London, United Kingdom
£20,000 - £25,000 per annum
28 Nov 2018
29 Dec 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

The candidate would work as part of a small Investment Management team with the key roles being checking of the ongoing client work for our discretionary management services, Personal Managed Portfolio (PMP) and Discretionary Model Portfolios (DMP), and the reviews for clients requiring advisory investment recommendations.  There will be significant work relating to the development of the firms service proposition and the systems and controls involved in their operation.  As well as client investment reviews and transactions the research of suitable collective investment funds would also be a major part of the role.  The firm would require the study of a NQF level 4 qualification, such as the IMC and support further study as relevant to the role (such as CFA).  The candidate would also be involved in checking and sign off of elements of our Dynamic Cash Management service with support given to this service's growth and development also.

Main duties:

  • Assist in determining appropriate asset allocations and putting together recommendations for trades for individual clients in our PMP and SIMS services
  • Maintaining our model portfolios for our DMP service
  • Checking trades for our PMP, DMP, DCM and SIMS services
  • Collective investment fund research and selection for our panel
  • Assist in and lead where suitable the research and development of our services and the associated systems and controls
  • Assistance in the reconciliations of trades, cash balances and securities for our investment services
  • Preparing regular management information, including investment packs for the firm's Investment Committee
  • Will become CF30 approved person for Investment Management

Location of work:

Primrose Hill, London office


Permanent, six month probation period

Similar jobs

Similar jobs