Careers
Work With Us
At Bexley Capital, the people who prepare the analysis also sit in the family meetings, from the first one onwards. The work suits people who are at home with figures and can explain them to a family in plain terms.
What We Value
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Candour
Telling a family what it needs to hear, early.
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Thoroughness
Checking the figures before anyone else has to.
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Teamwork
Sharing what you know across the investment and planning teams.
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Follow-Through
Seeing each agreed action through to the end.
What We Offer
A competitive salary and discretionary bonus, pension contributions, private medical cover, 28 days’ holiday and support for professional qualifications such as CFA and STEP.
Areas of Work
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Client Service
Day-to-day work with families and their advisers.
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Investment Research
Asset allocation and the selection and monitoring of managers.
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Planning and Tax
Cash flow forecasts and estate planning for each family.
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Operations
Compliance, and the systems and reporting that keep the office running.
Current Openings
Client Associate
About the role
The Client Associate supports the client service team in its work for each family, preparing meeting papers and following up the actions agreed. The role reports to a Client Director.
What you’ll do
- Prepare papers and presentations for family meetings
- Track actions and deadlines after each meeting
- Liaise with the family’s banks, accountants, lawyers and trustees
- Keep client records and documents up to date
Requirements
- 2–4 years’ experience in wealth management or at a family office
- A degree, with progress towards CFA or STEP an advantage
- Accurate written English and confident spreadsheet skills
- Discretion with confidential information
Investment Analyst
About the role
The Investment Analyst works in the investment research team, analysing portfolios and the managers who run them. The role reports to the Chief Investment Officer.
What you’ll do
- Analyse portfolio performance and costs
- Research new managers and funds
- Monitor private market commitments and capital calls
- Prepare investment papers for family meetings
Requirements
- 1–3 years’ experience in investment research or at a family office
- A degree in finance, economics, mathematics or a related subject
- CFA Level I or above, or working towards it
- Strong Excel skills; experience with portfolio systems an advantage
To apply, send your CV and a short covering note to [email protected].