Client Portfolio Analyst

London (City of), London (Greater)
15 Sep 2021
15 Oct 2021
Employment Type
Full Time

London Wall Partners’ purpose is to provide independent advice to clients on all aspects of personal financial planning and investment management and we now have a vacancy for a Client Portfolio Analyst to join our Investment Team.  The role will provide the opportunity to learn about a broad range of asset classes, markets, investment funds and individual securities and to contribute to the company’s strong investment offering and comprehensive client reporting.  

What you will be doing

  • Producing reports and analysis on investments held by clients and prospective clients.
  • Liaising with client teams in the production of performance reports and investment rationales.
  • Contributing material for client and Investment Committee reports.
  • Building knowledge of investment markets and contributing to the development of investment strategy.
  • Attending events to build relations with fund managers and acquiring knowledge of a range of funds.
  • Researching opportunities within fund sectors.
  • Undertaking administrative tasks such as liaising with platform providers regarding fund availability and maintaining a central repository of key fund documents for model funds.
  • Working in the Investment Client Services stream of the Investment Team and reporting to the Investment Director.

What you have

The ideal candidate will: 

  • be highly numerate and proficient in Excel;
  • demonstrate a strong academic background, probably having graduated from a Russell Group university;
  • communicate clearly and concisely, and enjoy writing;
  • have an interest in investment, economics and business;
  • have a strong attention to detail; and
  • have 2 – 3 years’ relevant experience.

The successful candidate would be expected to study for the Chartered Financial Analyst (“CFA”) qualification.

How to apply

Please send a letter, outlining your suitability for the role to, together with a copy of your CV; a CV alone will not suffice.

Due to the expected volume of applications, only successful applicants will be contacted.


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