Our client are a leading Global Investment Management firm that specializes in providing proprietary investment products and delivering top-tier financial advice. With expertise in alternative strategies, hedge funds, and private equity, they manage a multi-billion-dollar portfolio of assets under management. Their success is rooted in alignment with our investors' interests, measured against market benchmarks. They are currently looking for an Investment Advisory Analyst to join their business in Madrid.
- Support the Investment Advisory team in diverse investment counseling activities.
- Assist in the preparation of asset allocation balance sheets.
- Deliver investment advice to clients and respond to inquiries.
- Conduct research on investment topics and products, evaluating their suitability.
- Prepare investment materials for pension plans and client communication.
Key Experience Required:
- Bachelor's or master's degree from a leading university in a quantitative, finance, or economics discipline.
- 1-2 years of experience with investment consulting or wealth management firms.
- RDR Level 4 compliance is essential.
- Strong understanding of investments, asset allocation, and enthusiasm for financial planning.
- Pursuit of CFA, CAIA, or CFP designation is a plus.
- Proficiency in financial modeling and quantitative skills is advantageous.
- Excellent verbal, written, and interpersonal communication skills.
- International mindset, ability to work under pressure, manage multiple tasks, and meet deadlines.
- Commitment to integrity and confidentiality when dealing with clients.
- Fluent in English, and ideally either French or Italian (C2 level)
Why Join Us:
- Be part of a values-driven organization that focuses on excellence and client success.
- Collaborate with a diverse, skilled team across multiple global locations.
- Shape your career in an entrepreneurial environment that rewards initiative.
- Engage in advisory-focused work, making a meaningful impact without sales pressure.
- Contribute to an organization that is globally recognized for its expertise and commitment to clients.