Investment Management Support Analyst
Posted 1 day 16 hours ago by J.M. Finn & Co. Ltd
Permanent
Full Time
Other
London, United Kingdom
Job Description
Investment Management Support Analyst
Description This is an excellent opportunity for someone at the start of their career or in their first professional role, who is passionate about driving change and building a career in business. Ideal for those looking to break into business analysis, change management, or project support within a financial services environment, particularly in wealth or asset management.
While an interest in finance is beneficial, this role is not aimed at those pursuing a path toward becoming an investment manager. Some experience in financial management and strong mathematical skills are advantageous. We're looking for a career-driven individual who enjoys working with data, thrives in a structured environment, and has a passion for continuous improvement and optimizing processes for improved efficiency.
This is a hands-on role that combines daily oversight responsibilities with opportunities to contribute to change initiatives, data analysis, and cross-functional projects. You'll also have the chance to undertake a Business Analyst Apprenticeship, gaining structured development and a nationally recognised qualification alongside on-the-job experience
Key Responsibilities
Skills, Knowledge and Expertise Essential
Preferred
Department: Proposition and Investment Management Support
Employment Type: Full Time
Location: London
Description This is an excellent opportunity for someone at the start of their career or in their first professional role, who is passionate about driving change and building a career in business. Ideal for those looking to break into business analysis, change management, or project support within a financial services environment, particularly in wealth or asset management.
While an interest in finance is beneficial, this role is not aimed at those pursuing a path toward becoming an investment manager. Some experience in financial management and strong mathematical skills are advantageous. We're looking for a career-driven individual who enjoys working with data, thrives in a structured environment, and has a passion for continuous improvement and optimizing processes for improved efficiency.
This is a hands-on role that combines daily oversight responsibilities with opportunities to contribute to change initiatives, data analysis, and cross-functional projects. You'll also have the chance to undertake a Business Analyst Apprenticeship, gaining structured development and a nationally recognised qualification alongside on-the-job experience
Key Responsibilities
- Conduct daily monitoring of investment management activities, helping identify patterns, exceptions, and early indicators of risk
- Work closely with the File Review team to align oversight activities with the themes emerging from client file reviews
- Track and summarise daily developments in the investment markets to proactively identify potential issues or trends
- Liaise across departments to understand root causes of issues and suggest process improvements
- Assist in the delivery of change initiatives and internal projects, including drafting documentation, gathering requirements, and tracking progress
- Maintain and improve internal MI (management information) dashboards and reports
- Keep team documentation and content on the company intranet current and accurate
- Ensure all work is performed within regulatory and compliance standards
Skills, Knowledge and Expertise Essential
- Strong analytical and numerical skills
- High level of proficiency with Microsoft Excel and PowerPoint and M365 tools
- Interest in data analysis and using insights to support decision-making
- Organised, detail-oriented, and comfortable managing multiple priorities
- Natural problem-solver with a proactive mindset
- Strong communication and interpersonal skills; able to collaborate across departments
- Desire to develop a career in change, operations, or business analysis in financial services
Preferred
- Exposure to or experience in wealth/asset management or investment operations
- Experience working with data sets, reporting, or dashboards
- Awareness of regulatory frameworks in financial services
- Degree-level education is desirable but not essential