Investment Associate

6w1 month ago

Y TREE

London, GB · Full-time · £55,000 – £75,000

About this role

Y TREE, an innovative FinTech in the wealth management space, is seeking an Investment Associate to join the team in London. You will play a pivotal role analysing investment opportunities across various asset classes, conducting market research, and carrying out due diligence on potential investments. Deliver insights and recommendations that drive investment decisions and contribute to company growth.

Support development and management of investment solutions and models meeting client needs and Y TREE Benchmark framework. Collaborate with Advice & Life Strategy teams to deliver analyses enhancing client portfolio insights. Participate in research underpinning capital market and life strategy assumptions.

Work in a collaborative environment, learning from experienced investment professionals while contributing your own ideas and perspectives. Assist with implementation of proprietary portfolio risk management tools including rebalancing and trade modeling. Monitor client portfolio risks against targets.

Hone skills in a genuinely outcome-led, flexible, happy work environment. Enjoy opportunities to take initiative in a small team building a business. Benefit from hybrid working policy supporting continuous improvement and learning.

Requirements

2-3 years’ experience in investment strategy role conducting financial and investment analyses; CFA beneficial
Strong understanding of portfolio construction/asset management with experience in strategy design and investment risk management
Experience creating scale through process automation, tools, and systems for managing large portfolios with complex relationships
Experience with multi-asset class strategies including private investments (hedge fund, private equity, private debt)
Outstanding financial analysis skills (performance and risk analyses)
Experience with Morningstar, Refinitiv Eikon
High proficiency in Excel, Google Sheets and Slides; programming (Python/VBA) desirable
Strong communication and interpersonal skills for presentations and cross-team coordination

Responsibilities

Support development and management of investment solutions/models meeting client needs and Y TREE Benchmark framework
Collaborate with Advice & Life Strategy teams to deliver investment analyses enhancing client experience and portfolio insights
Support creation and update of investment materials including solutions reporting, committee research, and PR/client communications
Participate in research underpinning Y TREE’s capital market and life strategy assumptions
Assist with implementation of proprietary portfolio risk management tools including rebalancing, trade modeling, and transitions
Support management and monitoring of client portfolio risks (allocation, currency, cash, VaR) against targets