Investment Analyst, Wealth Management

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Investment Management
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As the Investment Analyst for Wealth Management business at Schroders, you will assist in the managing of discretionary and advisory lines of business. 

 

This would include the following:

  • Analyse, research and provide investment recommendations – including new idea generation and ongoing monitoring of current recommendations
  • Management of all discretionary portfolios for the bank
  • Assist with the developments relating to and review of the discretionary portfolios
  • Monitoring and sending of research articles
  • Maintain and perform housekeeping of the investment databases and spreadsheets
  • Assist with the write up of investment proposals for clients, and also assist in client review meetings and pitches
  • Meet fund managers and perform due diligence write-ups where necessary
  • Sourcing of products in response to sales people’s request for thematic investment ideas 

 

To be successful in this role you should possess the following requisites: 

  • At least 3-4 years’ experience in relevant industry
  • Degree in Finance/Mathematics/Economics preferred
  • Hands on experience on Microsoft Excel and spreadsheet modelling is preferred
  • A keen interest to analyse different classes

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