Discretionary and Advisory Product Development – Analyst –
On-site · London, England, United Kingdom
Job Summary
Analyst in IPB Discretionary and Advisory Product Development based in London. Support the product development and build-out of discretionary and advisory investment capabilities for the IPB offering across public and private markets. Coordinate across Legal, Risk, Compliance, Digital, Technology, Operations, and Investment teams to ensure initiatives are delivered on schedule. Actively support enhancements to the client and advisor experience, assist with delivery of strategic business and regulatory initiatives, and make recommendations to improve and re-engineer product practices. Stay ahead of industry trends to keep investment offerings at the forefront of the market. Located in London with open-ended terms and potential mobility opportunities within the firm. CFA qualification or candidacy preferred; knowledge of Python and strong MS Office skills are noted as advantageous.
Required Qualifications
- Proactive, highly motivated team player
- entrepreneurial mindset with client focus
- detail-oriented with analytical and planning skills
- ability to lead multiple initiatives
- exceptional communication skills
- proficiency with core MS Office applications
- preferred experience in financial services (wealth management, asset management or consulting)
- experience in designing and developing digitally enabled investment solutions
- CFA qualified / candidate preferred
- knowledge of programming language tools (e.g. Python) an advantage
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