Investment Portfolio Researcher

Our client, a boutique wealth management firm, is looking to recruit an Investment Portfolio Researcher to join their Investment team on a permanent basis. The purpose of this role is to support the team in providing independent investment advice to clients.

The Investment Portfolio Researcher will take responsibility for the following duties:

• Research and gain understanding of investment markets and the development of investment strategy.
• Provide analysis and produce reports on client investments.
• Actively explore opportunities within fund sectors.
• Support the client teams with producing reports on performance and investment rationales.
• Lead on administrative tasks such as communicating with third parties regarding fund availability.

The Investment Portfolio Researcher will meet the following skillset:

• Minimum 2 years relevant experience.
• A passion for investments and business.
• Excellent academic background.
• Strong analytical ability and numerate.
• Good written and oral communication skills.

This is an ideal opportunity for an ambitious Investment Portfolio Researcher professional looking to propel their career in a fast-growing wealth management business.

If you believe your experience meets the criteria of Investment Portfolio Researcher, please apply with a copy of your CV.