Investment Analyst

Investment Analyst at Schroders

As an Investment Analyst, you will support specific parts of the Schroders Wealth Management multi-asset investment process as an investment specialist. You will build and apply your knowledge of investment strategy and selection to support the research and processes that underpin the firm’s investment offering. You will also help communicate the firm’s investment strategy and proposition internally to Portfolio Managers.

About Cazenove Capital

At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, Our Parent Company

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

The team

We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.

What You’ll Do

• Support the research and processes behind Wealth Management’s investment strategy, helping to ensure investment views are clear and well communicated, as requested.
• Develop relationships with third-party providers, including fund managers and research providers.
• Present and communicate investment views and research (within your area of expertise) to Portfolio Managers.
• Build relationships with key areas of investment expertise across Schroder Investment Management, ensuring Wealth Management benefits from wider Group capabilities, as requested.

Essential

The knowledge, experience and qualifications you need

• Degree educated (or equivalent).
• Strong proficiency in Microsoft Office (Word, Excel, PowerPoint).

Desirable

• Experience using investment databases (e.g., Refinitiv, Lipper) and/or AI tools.
• Relevant investment qualifications (e.g., IMC, CAIA, CFA).

What You’ll Be Like

• Motivated, with a strong interest in investment management.
• Strong analytical capability with clear, confident communication skills.
• Highly organised and disciplined, delivering work accurately and on time.
• Proactive problem-solver with a focus on improving processes and efficiency.
• Collaborative team player who works well with colleagues.

We Recognise Potential, Whoever You Are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Key skills/competency

• Investment Strategy
• Financial Research
• Multi-asset Investing
• Portfolio Management
• Fund Selection
• Microsoft Office
• Data Analysis
• Communication Skills
• Process Improvement
• Investment Databases