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Investment Portfolio Researcher

Job details



Date Posted

22 February 2022



Job Type


Job ID


£ Competitive


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.

Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”

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