Senior Investment Analyst Hire Resolve

Are you a highly accountable and resourceful Investment Analyst with a proven track record of owning end‑to‑end deliverables and driving accuracy in portfolio management?

Our client, a high‑growth firm in the Investment Management sector, is seeking a meticulous Senior Investment Analyst (SIA) to join their team. This pivotal fully remote role supports Financial Advisers (FAs) with client investment needs and is responsible for the quality, cadence, and execution of weekly and monthly investment deliverables.

This is a high‑impact position that offers the opportunity to collaborate with Directors, own critical processes, and directly contribute to the firm’s growth and high standard of service.

Key Responsibilities

• Investment Strategy & Execution
• Portfolio Management : Own the monitoring and accurate execution of model portfolios.
• Rebalancing : Prepare accurate rebalancing calculations and dealing instructions; ensure all documentation is completed and processed correctly.
• Research & Maintenance : Conduct research to support model portfolios; track performance versus benchmarks and flag exceptions with proposed actions.
• Reporting & Deliverable Ownership

Cadence Management : Own the delivery calendar and maintain a live checklist, escalating risks ahead of deadlines to ensure 100% reliability.

Adviser Enablement : Combine strong technical competence with commercial awareness to create concise materials (e.g., one‑pagers, scenario analyses) that improve adviser conversion and client retention.

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