Investment Analyst Investment Analyst …

Signia Wealth
in London, England, United Kingdom
Permanent, Full time
Last application, 02 Oct 19
£35k to £45k depending on experience
Signia Wealth
in London, England, United Kingdom
Permanent, Full time
Last application, 02 Oct 19
£35k to £45k depending on experience
Signia is a private investment office that finds fresh but secure ways to manage money so that entrepreneurs can enjoy their wealth. We create investment strategies that work for individuals and institutions. The role of the Investment Analyst is to assist in the management of client portfolios, trading and investment research for the wider Investment Team.

Duties/responsibilites:

  • Create and place trade ticket instructions
  • Perform post trade reconciliation, review and issue resolution
  • Provide assistance and support to Investment Team as necessary
  • Be responsible for and take ownership of a book of portfolios, ensure portfolios are managed appropriately and are in line with agreed asset and currency allocations, and investigate performance, asset or currency allocation discrepancies
  • Contribute to weekly investment meetings and monthly macroeconomic meetings. Assist with associated presentations.
  • Follow up and resolve on all outstanding trade ticket creation and execution issues and queries
  • Assist Investment Team and Risk Management in testing and implementing any new portfolio management and order management systems as required.  Advise on issues, suggest improvements and liaise with system providers as required
  • Assist fund selection committee with research and investment analysis, and the maintenance of active investment funds on the fund palette
  • Produce accurate and reliable monthly client reports
  • Contribute to the development of strong relationships and servicing clients
  • Provide cover for other members of the team as required

Knowledge/experience:

  • Numerate degree/experience
  • IT skills – Highly proficient in MS Excel, Word and PowerPoint, Bloomberg experience desirable
  • Administrative efficiency and good time management skills
  • IMC (held / to be obtained)
  • Strong communications skills
  • Some experience of trade execution / middle office and market-based / funds-based investment analysis highly desirable  

Hours:

08:00 - 18:00

 

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