Back
Alvarium's Logo

Analyst, Investment Advisory

Full Time - Investment Advisory - London, GB

About Us

Alvarium is a global multi-family office, co-investment partner and merchant banking boutique providing tailored solutions for families, foundations and institutions across the Americas, Europe and Asia-Pacific. The firm specialises in being the trusted adviser to clients with complex needs, providing institutional quality advice, investment and risk management using the full spectrum of public and private markets. Alvarium also offers direct co-investment opportunities from specialist managers focusing on alternatives and real assets to highly sought-after managers, companies and opportunities in the innovation economy.

Alvarium has over 220 employees and 28 Partners advising on circa $22 billion of assets across four service lines — investment advisory, co-investments, merchant banking and family office services.

Alvarium has recently announced plans to merge with a US investment and wealth advisor firm in early 2022. The combined business, Alvarium Tiedemann Holdings (AlTi) is expected to be valued at $1.4 billion, to have combined assets under management of over $50 billion and be listed on Nasdaq and will have access to substantial capital for further investments. The focus will remain on high net-worth individuals across North America, Europe and Asia Pacific with a focus on impact or values-aligned investing.

Job Description

RESPONSIBILITIES

  • Supporting the investment directors of the firm’s UK discretionary investment management division (UK DIM) in a range of administrative duties;
  • Liaising extensively with our custodian Multrees in Edinburgh
  • Supervising the preparation and review of monthly and quarterly client valuations to meet timing deadlines;
  • Preparing, coordinating and delivering bespoke client valuations and reports;
  • Inputting financial transactions and cash transfers to/from client investment portfolios for ratification by the investment directors;
  • Developing good working relationships with the firm’s internal Compliance, Finance and Legal personnel and with other UK DIM personnel;
  • Assisting with client ‘on boarding’, KYC and collating information to ensure accurate ongoing record keeping;

QUALIFICATIONS AND COMPETENCIES

  • Experience of working in private wealth management or similar for an FCA regulated business would be advantageous;
  • Highly numerate with good communication skills, both written and verbal;
  • Good technology skills (knowledge of Excel, Multrees Compass, Morningstar, Bloomberg and Addepar advantageous).
  • Practical, collaborative and 'can-do' approach.
  • Effective self-management and time management skills including the ability quickly to adapt to change;
  • Dynamic and detail oriented with a willingness to see jobs right through to completion.

Location:

London, GB

Department:

Investment Advisory

Employment Type:

Full Time

Remote Working:

Partially Remote

Contact Number:

+44 20 7195 1400

Apply

*
*
*
*
We support .pdf, .docx and .doc files as CVs.