Investment Analyst (m|f|x) London

We are looking for an Investment Analyst to join our Multi-Asset Portfolio Management team in London. You will contribute to the success of our multi-asset portfolios by supporting portfolio managers responsible for managing funds and platform-based managed portfolios for clients of financial advisers. You will also be involved in fundamental asset class research and fund selection. These activities are typically undertaken as part of a small team with shared responsibility for the outcome. Alongside these varied daily activities, you will contribute to longer-term projects as we continually improve our investment methodologies and processes. You will also participate in a structured learning and development program as you progress toward becoming a great investor.

A passion for investing, intellectual curiosity, and a commitment to our mission are essential for this role, along with the knowledge, experience, skills, and character necessary to thrive as part of a high-performance team.

Tasks

Contribute to the setting of target asset allocations for multi-asset portfolios for EMEA clients

• Support portfolio managers in constructing multi-asset portfolios that are consistent with MIM’s capital markets and manager research views and aligned with Morningstar’s investment principles
• Contribute to detailed capital markets research on equities, bonds, and currencies, and lead, contribute to, or provide feedback on cross-regional research projects
• Undertake detailed manager and fund research
• Support portfolio managers in maintaining portfolio structure by managing cash flows, portfolio rebalancing, and implementing changes to target weights in a timely, cost-effective, compliant, and error-free manner
• Participate in global methodology development and local governance committees
• Participate in discussions about capital markets, investment strategies, and portfolio construction
• Contribute to IM’s external profile as a thought leadership brand through publications, media engagements, conference presentations, and client meetings.
• Contribute to relationship management with UK financial advisors.

Profile / Your qualification / Your personality

Foundational knowledge of capital markets, investment strategies, and portfolio construction

• Independent-minded with a desire to make high-quality investment decisions.
• A commitment to putting end investors first in all situations.
• Desire to work in a team-based environment—willingness to contribute ideas and respectfully challenge others
• Familiarity with a range of quantitative tools and research platforms
• 3+ years of hands-on investment experience
• Postgraduate degree preferred, particularly an MBA or CFA designation

That awaits you

GBP 68,200.00–95,333.

3312.5% Annual Bonus Target

We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.

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Contact

Location

55-71 City Road, GB-EC1Y 1HQ London