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Central London

Analyst - Wealth Management

£ competitive

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*Please note that we are not currently reviewing applications for this role. Should this change, this add will be updated accordingly. *

We're working with an elite wealth management boutique who are looking for an outstanding Analyst to join the growing business. They pride themselves on having an incredibly talented and passionate team who are able to offer their UHNW client base with the highest level of service and an entirely bespoke approach.

As an Analyst on the Private Capital team, you will have the chance to assess a number of prospective investment opportunities, selecting the ones that are the most strategically advantageous for clients and supporting the execution of the deal. This role would be particularly well-suited to an intellectually curious candidate, who is keen to have exposure to numerous industries, business models and individuals.

You'll need a strong grasp of Microsoft Excel and PowerPoint, experience building financial models and business cases and the ability to quickly pick up new information and switch between really varied projects. As the role also has a strong client-facing element, you must have exceptional soft skills in addition to a high level of business acumen.

We are looking for:

  • A 2:1 or higher degree from a leading university
  • A minimum of 18 months of commercial experience - ideally, this will be in either strategy consulting, wealth management, private equity or investment banking
  • Excellent Microsoft PowerPoint and Excel (INDEX functions, VLOOKUPs, pivot tables) - experience with building financial models and business cases (ideally in a commercial context)
  • The ability to be client-facing, to work autonomously and as part of a team, and a strong desire to learn and develop new skills

If this sounds of interest, please apply!


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