Graduate Investment Analyst

Timeline

London, United Kingdom
Competitive salary dependent on experience; non-co...
On-site
Understanding of model portfolio services
Strong attention to detail in fast-paced environment
Confidence working with data systems and technology
Timeline is a remote-first fintech company on a mission to help millions plan and invest for retirement with confidence

Job Summary

  • Timeline is a remote-first fintech company on a mission to help millions plan and invest for retirement with confidence.
  • The role involves supporting the investment team in managing discretionary model portfolios and conducting quantitative analysis using tools like FE Analytics and Morningstar AWS.
  • Candidates will receive competitive salary, 28 days holiday plus bank holidays, and potential access to an option scheme.

Matching Summary

Timeline is a remote-first fintech company on a mission to help millions plan and invest for retirement with confidence.

Salary

Competitive salary dependent on experience; Non-contractual bonus scheme; Potential to join company option scheme

Skills & Requirements

Must-have

  • Understanding of model portfolio services
  • Strong attention to detail in fast-paced environment
  • Confidence working with data systems and technology
  • Excellent communication skills across teams
  • Proactive problem-solving mindset
  • Highly numerate analytical ability

Nice-to-have

  • Experience in DFM or MPS business
  • Advanced Excel or coding skills
  • Experience presenting complex research projects
  • Passion for fintech and investment management careers

Key Requirements

  • Willingness to achieve CFA UK Investment Management Certificate (IMC)
  • Recent graduate status with passion for investment career
  • Understanding of financial adviser challenges

Work Rights

Not specified

Tailored Resume

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