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Open role · Investments

Junior Investment Analyst

Supporting the Banking, Custody & Structuring Relationship Manager across administration and data management, strategy research, product due diligence, bank and custodian coordination, KYC, and client and internal materials.

Location
United KingdomHybrid or fully remote
Contract
PermanentFull time
Experience
0 to 2 years
Right to work
UK; no visa sponsorship

About the role

Reporting to the Banking, Custody & Structuring Relationship Manager, you will support the analysis, documentation and coordination that underpin product management. The role combines ownership of the team's operational and data infrastructure with exposure to strategy research, product due diligence, banking and custody relationships, and client onboarding. Your manager leads these areas and remains the principal point of contact for banks, custodians and partners. The position offers a strong foundation for a detail-oriented graduate or early-career analyst seeking broad exposure to private wealth and investment solutions.

About Silverline

Silverline conceives wealth strategies built on Actively Managed Certificates and coordinates the licensed institutions that issue, manage and hold them in custody. We work with professional intermediaries from London and Zurich.

What you'll do

Administration and data management form the core of the role, supported by exposure to every stage of product management.

Administration and data management

  • File documents, data and correspondence in the correct folders, following naming and version conventions.
  • Keep trackers, databases, and client and product records accurate and up to date.
  • Maintain KYC and due diligence documentation files so they are complete and easy to retrieve.
  • Prepare meeting agendas, minutes and action logs, and follow up on open actions.
  • Manage your manager's document requests, deadlines and reminders across banks, custodians and partners.
  • Prepare data, reports and summaries for internal review.
  • Follow internal procedures and controls, keep a clear audit trail of decisions and approvals, and escalate issues promptly.

Strategy research and selection

  • Support the research behind strategies built from selected third-party funds by screening instruments, gathering data and drafting proposals for review.
  • Help track the performance and risk reporting of each strategy, and flag deviations to your manager.
  • Help prepare periodic reports and commentary for internal review.

Product review and due diligence

  • Assist with research and review of third-party funds, debt instruments and other investment opportunities under consideration.
  • Help complete due diligence questionnaires and checklists, and draft summaries of term sheets, factsheets and offering documents.
  • Keep the product review log and approved product list accurate and up to date.

Bank and custodian relationships

  • Support your manager's relationships with banks and custodians, helping with account and operational queries.
  • Track instructions, confirmations and statements, and follow up as directed.
  • Help prepare materials and take notes for relationship meetings.

KYC and onboarding

  • Help collect, check and file KYC and AML documentation for Individual and Corporate clients.
  • Support document requests to partners and banks, and track open items to completion.
  • Assist with periodic KYC reviews and keep records complete and audit-ready.

Client and internal materials

  • Help build presentations, pitchbooks and product one-pagers in line with Silverline brand standards.
  • Build and maintain spreadsheets, trackers and models for product and client data.
  • Use AI tools to draft, summarise and format content, always checking figures and wording for accuracy before use.
  • Keep a library of reusable slides, templates, charts and data.

Requirements

We are looking for a precise, well-organised analyst with sound investment knowledge and a strong sense of governance.

Essential

  • Degree (2:1 or above) in finance, economics, accounting, mathematics or a related subject.
  • Solid understanding of asset classes, portfolio theory and basic risk and return measures.
  • Exceptional attention to detail: accurate figures, documents and records, checked before they are shared.
  • A strong governance mindset: follows procedures and controls, documents work clearly and escalates concerns early.
  • Advanced proficiency across Microsoft Office (Excel, PowerPoint, Word and Outlook), with the ability to build clear spreadsheets, presentations and reports.
  • Practical experience using AI tools to draft, summarise or build presentations.
  • Highly organised, with a disciplined approach to filing, version control and deadlines.
  • Clear written and spoken English, and a professional manner with banks and partners.
  • Discretion with confidential client and company information.

Desirable

  • Exposure to fixed income, private credit or private banking.
  • Familiarity with KYC and AML processes for Individual and Corporate clients.
  • Experience with financial data platforms.

What we offer

  • Close mentoring from senior management and broad exposure across product management.
  • Discretionary bonus, 28 days' holiday including bank holidays, and workplace pension.
  • Hybrid or fully remote working anywhere in the UK.

How to apply

Send your CV to careers@silverline-g.com with “Junior Investment Analyst” in the subject line. Shortlisted candidates will be contacted.

Apply by email

The process

  1. Application

    CV by email

  2. First call

    Short video call

  3. Team conversation

    With your future manager

  4. Offer

    In writing

We never charge candidates or ask them to move money. Offers are made in writing and only from @silverline-g.com addresses. How we handle applications: Candidate privacy.