Investment AnalystEmployment Type: Full-time
About the Role:We are seeking a highly analytical and detail-oriented Investment Analyst to join our team. The successful candidate will play a key role in supporting investment decisions through research, analysis, and reporting.
Key Responsibilities:
- Conduct in-depth research on financial markets, sectors, and platform fund analysis
- Build and maintain financial models to evaluate investment opportunities
- Analyse economic trends and risk factors
- Prepare detailed portfolio reports
- Monitor portfolio performance and recommend adjustments as needed
- Collaborate with advisers to support client objectives
Skills & Qualifications:
- Preferred qualification in investment management or related field
- Strong quantitative and analytical skills
- Proficiency in Excel and financial modeling
- Excellent written and verbal communication skills
- Ability to work independently and meet deadlines
Benefits:
- Salary - Up to £35k
- Study support for higher qualifications
- Progression is strongly supported whether further in investments, or in other areas of interest
- Holiday - 24 days + bank holidays. Closed over Christmas.
- Quarterly discretionary bonus
To apply for this Investment Analyst position, please submit your CV below.