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Investment analyst

London
Permanent
Investment analyst
Posted: 16 August
Offer description

Job title : Investment Analyst Location : Hybrid 8-12 York Gate, 100 Marylebone Road, London, NW1 5DX Job type : Full time / Permanent Start date : ASAP (ideally from June 2025) Salary : TBD (negotiable dependent upon experience) ​ We are looking for a talented Investment Analyst to join our team and work alongside the Lead Portfolio Manager and Co-Portfolio Manager. The team manages an award-winning and growing multi-asset fund with a mandate to achieve equity-like returns with lower risk through a diversified portfolio of assets. Additionally, they are responsible for Credo’s private client corporate bond offering, which provides clients with access to the institutional bond market, helping them achieve attractive total and income returns in line with their risk profile and financial goals. ​ Skills & Requirements ​ 2-4 years of experience in asset management, or investment research with a passion and/or interest in investing. Strong Excel skills essential; FactSet/Bloomberg proficiency preferred. Excellent analytical, problem-solving, and critical thinking skills. Strong communication and presentation abilities. High attention to detail with a strong sense of accuracy and reliability. Capable of forming and articulating well-reasoned views on portfolios, markets, and investments. Highly organised, capable of managing multiple projects efficiently. Self-starter, able to work independently and collaboratively as part of a team. Strong academic credentials in finance, economics, or a related field. CFA designation (or equivalent) preferred. Key Responsibilities: ​ Conduct investment analysis and due diligence across multiple asset classes. Generate investment ideas and contribute to portfolio construction. Produce investment notes, reports, and research to support decision-making. Assist in the development of sales materials and presentations. Monitor and assess market trends, risk factors, and portfolio performance. Engage with external research providers, analysts, and investment teams. Application process Please complete the multiple-choice questionnaire and upload your CV. This advert will remain open until the vacancy has been filled, we encourage you to apply early to avoid disappointment. Shortlisted candidates may be invited to answer few questions via video recording before the final interview stage. Please Note ​ The existing working arrangements allow employees to work from home up to 2 days per week, in principle the employee needs to be ready for a fulltime return to office, if required. Candidates must be based and eligible to work in the UK by the start of their employment. ​ About Credo Credo is an independently owned wealth and asset management group, established in 1998, with offices in London and South Africa. The firm is authorised and regulated by the FCA and a member of the London Stock Exchange. Credo has over £5.0bn in assets under administration and a team of 100 professionals, committed to delivering superior investment solutions.

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