Graduate Analyst - Investment Advisory

Posted 14 May by Citygrad Easy Apply

We have partnered with one of the UK's leading Advisory & Investment Management business's to identify highly interpersonal and analytical graduate analysts. Currently with £8.5bn in assets under management and an additional £50bn under advisory, this organisation has a truly unique and purpose built approach to institutional investing.

As a Graduate Analyst, you will sit in the Client Management Team. in this team you will be working with senior members of the team to deliver best-in-class investment solutions and judgement on a range of topics, including but not limited to:

  • Investment strategy
  • Risk management
  • Investment managers and portfolio structures
  • Investment governance

Day to Day activities:

  • Acting as a primary contact for day-to-day business and ad-hoc queries Attending meetings, presenting on a range of key topics
  • Assist in preparation of client materials, including: Investment strategy, Periodic reports on portfolio construction, performance, portfolio positioning Markets and investment themes
  • Bespoke quantitative analysis e.g. scenario modelling
  • Training materials
  • Support new business development by contributing to: Marketing materials and new business pitches Client on-boarding
  • Working constructively and efficiently with other teams to deliver the best of the business.


  • 2.1 or above Degree
  • Committed to a career in the investment industry.

Analysts will be supported through the CFA qualification

Required skills

  • Analyst
  • Financial Services
  • Investment
  • Investment Management
  • Graduate Level

Reference: 35129003

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