Job Description

• We are a leading wealth management and financial advisory firm seeking a highly motivated Senior Investment Analyst to join our team. The successful candidate will support Financial Advisers in managing client investment portfolios, ensuring accurate and timely reporting, and contributing to the development and communication of model portfolio strategies. This role offers the opportunity to work in a fast-paced, client-focused environment, collaborating across teams to drive portfolio performance and deliver exceptional service.

Responsibilities

• Maintain and manage the delivery calendar and live checklists, escalating risks proactively.
• Ensure weekly deliverables are completed: market recaps, adviser requests, document reminders.
• Ensure monthly deliverables are completed: asset outlooks, portfolio returns, and filing documentation.
• Prepare accurate calculations, dealing instructions, and supporting documentation.
• Ensure rebalancing processes are followed and all documentation reaches the relevant departments.
• Maintain and update master lists, workflows, and internal controls related to portfolio management.
• Produce portfolio comparison reports and analytical support to promote model portfolios.
• Assist with bespoke portfolio construction outside of standard models as needed.
• Prepare portfolio snapshots, graphs, and valuations for internal and client use.
• Conduct ongoing research to support and maintain model portfolios.
• Track portfolio performance against benchmarks, flagging exceptions and recommending corrective actions.
• Maintain current and accurate master lists of model portfolios and holdings.
• Plan, build, and deliver webinars on model portfolios and market views for clients and advisers.
• Manage invites, content preparation, and post-event follow-up.
• Maintain a library of webinar materials and track engagement metrics.
• Attend meetings with advisers for both existing and prospective clients.
• Present portfolio rationale, positioning, and performance context clearly.
• Document meeting outcomes, action points, and follow-ups within 24 hours.
• Apply technical competence, data analytics, and commercial awareness to support adviser opportunities.
• Create concise, impactful materials to enhance client conversion and retention, such as scenario analyses or one-pagers.
• Execute special projects assigned by Directors.
• Collaborate cross-functionally to improve internal processes and client experience.

Requirements 

• Bachelor’s degree in Finance, Economics, Investment Management, or related field; advanced qualifications (CFA, CAIA, or equivalent) preferred.
• Minimum 3–5 years’ experience in investment analysis, portfolio management, or wealth management.
• Experience supporting financial advisers or managing client portfolios is highly advantageous.
• Strong understanding of investment products, model portfolios, and financial markets.
• Proficiency in portfolio analytics, reporting tools, and Microsoft Office Suite (Excel, PowerPoint).
• Familiarity with portfolio management software is a plus.
• Strong attention to detail and high standards for accuracy.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work collaboratively across teams and departments.
• Proactive, resourceful, and capable of process improvement.