Job Details

Job Overview

We are looking for a highly motivated Junior Analyst to support the management of a diversified, FCA-registered investment fund. The role involves researching and analyzing opportunities across asset classes—including equities, fixed income, commodities, and collective investment vehicles—to support informed portfolio decisions. The ideal candidate will have a strong analytical background, a basic understanding of fund operations and regulatory frameworks, and excellent communication skills. As part of the role, you’ll present quarterly investment insights and recommendations to help guide asset allocation and strategic adjustments.

Responsibilities

  • Conduct comprehensive research on potential investments
  • Analyze financial data, including balance sheets, income statements, and cash flow statements
  • Evaluate market trends and economic conditions to make informed investment decisions
  • Assist in identifying, monitoring, and evaluating collective investment vehicles and direct holdings
  • Prepare quarterly presentations, reports, and investment reviews for internal stakeholders
  • Clearly communicate complex financial insights and strategic recommendations, contributing to informed portfolio adjustments
  • Maintain awareness of compliance requirements and operational considerations for FCA-regulated funds

Qualifications

  • Education
    • University degree in Maths, Finance, Economics or similar
  • Numeracy
    • Highly numerate with experience in financial modeling and valuation techniques
  • Technology
    • Proficiency in financial analysis software, such as Excel and Bloomberg
  • Soft Skills
    • Trustworthy, discreet, organized with excellent communication skills
    • Flexible and able to work under time pressure

Ideal Candidate

The ideal candidate will have a foundational understanding of:

  • How investment approaches differ between commodities, bonds, and public equities
  • The operations, structures, and regulatory framework of collective investment schemes like OEICs
  • Portfolio construction and asset allocation dynamics

Must-Have Requirements

  • University degree in Maths, Finance, Economics or similar
  • Highly numerate with experience in financial modeling and valuation techniques
  • Proficiency in financial analysis software, such as Excel and Bloomberg

Screening Questions

1. Can you explain the key differences in risk and return profiles between commodities, bonds, and equities?
2. Walk me through how you would analyze a company’s financials to determine if it’s a suitable investment.
3. How would you structure a quarterly investment update presentation for stakeholders with mixed levels of financial literacy?

About the Company

Company Overview

Company Size: 1-10 employees
Founded: 2024
Headquarters: London, UK

About Company

The company aims to deliver capital growth over a rolling five-year period, net of fees, by actively managing a global, multi-asset portfolio. This portfolio typically includes equities, fixed income, and cash, with the allocation adjusted based on market conditions and economic outlook. Equity exposure may fall below 55% in challenging markets, and between 50% to 100% of investments will be through collective investment vehicles, with the remainder in direct holdings. The company may also invest in alternatives like gold and commodities and may use derivatives for hedging and efficient portfolio management. The investment strategy is actively managed and benchmarked against the Investment Association Mixed Investment 40-85% peer group for performance comparison.

Company Culture

Drive, resourceful and communicative

Benefits

Retirement/401k
Health Insurance
Vision Insurance
Dental Insurance

Relocation & Sponsorship

Relocation Assistance
Visa Sponsorship

What you can expect

Day to Day

Required to come 3 days a week into the office for potential meetings with the Director.

Interview Process

3 round of interviews:

  • Screening call with secondary family member responsible for this search
  • Additional screening call with Director of the fund
  • In-person interview with the Director in central London

Additional Information

Additional Information

Please provide information about additional information

Client Messaging Channel

Client Messaging Channel

Please sign in and apply for this bounty to gain access to the messaging channel.

Login & Apply to View More

Sign in to your account to access full job details and apply.