Graduate Investment Analyst

Timelineapp Tech Limited

London, United Kingdom
Competitive salary dependent on experience; non-co...
On-site
Understanding of model portfolio services
Willingness to achieve cfa uk imc qualification
Strong attention to detail in fast-paced environment
The role supports the investment team in managing discretionary model portfolios and analyzing fund performance for financial advice firms

Job Summary

  • The role supports the investment team in managing discretionary model portfolios and analyzing fund performance for financial advice firms.
  • Candidates must demonstrate a passion for developing a career in investment management within a remote-first, high-growth fintech environment.
  • The package includes a competitive salary, non-contributory pension, 28 days holiday, and potential access to an option scheme.

Matching Summary

The role supports the investment team in managing discretionary model portfolios and analyzing fund performance for financial advice firms.

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
  • Willingness to achieve CFA UK IMC qualification
  • Strong attention to detail in fast-paced environment
  • Confidence working with data systems and technology
  • Excellent communication skills across teams

Nice-to-have

  • Work experience in DFM or MPS business
  • Advanced Excel or coding skills
  • Experience presenting complex research projects
  • Proactive problem-solving mindset
  • Passion for fintech and investment management

Key Requirements

  • CFA UK Investment Management Certificate (IMC) progression required
  • Recent graduate status preferred
  • Highly numerate with strong analytical skills

Work Rights

Not specified

Tailored Resume

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