Top reasons to work for this client:
* Basic salary to £65k per annum.
* Annual Bonus (personal performance).
* Professional study support provided for the CFA.
* Well-established Single-Family Office across multiple asset classes.
* Excellent career growth opportunity.
* Reporting into the Executive Director working in an Investment Team of 5.
* Rewarding blend of investment and operations (front, middle & back office).
* Flat structure where you will be exposed to the full investment lifecycle.
* Globally diversified, multi asset portfolio across both public and private markets.
* London based Head Office, W1 (Marylebone district).
* Monday to Friday 8.30am-5.30pm
* Private medical & dental insurance, enhanced 5% Pension Contributions
* Discounted gym membership, cycle to work, workplace nursery scheme.
* 25 days holiday + BH.
Core responsibilities will typically include:
* Conduct investment research and analysis across various asset classes, including idea generation, financial modelling, valuation, and due diligence
* Support portfolio monitoring activities such as trade capture, performance tracking, risk analysis, and portfolio construction reviews.
* Prepare high-quality reports and presentations for the family principals, investment committee, and internal stakeholders.
* Collaborate with team members to identify process improvements, maintain accurate data management, and support investment decisions with timely analysis.
* Assist with operational aspects of the investment process, including fund subscriptions and redemptions, documentation, and compliance-related tasks.
* Oversee data integrity and manage reporting tools, liaising with custodians, administrators, and service providers as needed.
Expected Qualifications, Skills & Experience:
* Relevant experience in investment analysis, asset management, or related role.
* Educated to a Degree standard (or equivalent) in numerical or financial discipline.
* Demonstrated passion for financial markets and investment strategies
* Strong investment operations experience (back office).
* Strong analytical and financial modelling skills
* Strong attention to detail, ability to manage own workload and priorities.
* Willingness to study for CFA qualifications.
Ideal:
* CFA qualified or working towards (or CAIA)
* Experience gained in both investment and investment operations (front and back office)
* Russian speaking.