Quantitative Analyst (Investments)

Job Title : Investment Advisory Analyst Location : London, UK Overview : Seeking an Investment Advisory Analyst to support a client-facing investment advisory team.
The role focuses on providing investment counseling, asset allocation, and portfolio management support, without sales targets.
Key Responsibilities : Assist with investment counseling and preparation of asset allocation balance sheets.
Create client communication materials such as performance reports and memos.
Research and assess various investment products for suitability.
Coordinate the implementation of investment recommendations with external providers.
Document meetings and manage client follow-up activities.
Qualifications : Bachelor's or Master's degree in finance, economics, or a related field.
1-2 years of experience in investment consulting or wealth management.
Strong understanding of asset allocation and investment planning.
Excellent quantitative, communication, and organizational skills.
CFA, CAIA, or CFP designation preferred; RDR Level 4 completion within 18 months required.
Work Environment : The role operates in an international, fast-paced setting with opportunities for client interaction and professional growth.
A hybrid work model supports both in-office and remote work flexibility.