Associate Investment Analyst

4 weeks ago

Stoke Pound, United Kingdom AFH Wealth Management Full time

AFH Wealth Management is proud to be one of the UK s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

Associate Investment Analyst (AIA)

The investment management and research functions are undertaken by the Group Research team and are essential to the success of AFH. As our Associate Investment Analyst, you will assist in maintaining due diligence of incumbent investments, and documenting macro and asset allocation research.

As our Associate Investment Analyst, you will be responsible for:

  • Assist with quantitative and qualitative analysis on investment opportunities, producing relevant reports with supporting information and evidence
  • Assist with investment idea generation, including quantitative screening and sourcing relevant information and documents from fund houses
  • Contribute to model portfolio management and report writing
  • Produce daily reports, using Microsoft Exec and similar tools
  • Assisting in managing fund research reports, and maintaining the fund report library
  • Train and coach existing and new members of the team
  • Respond to telephone and inbox queries, escalating where necessary
  • Update any new changes to model portfolio s on provider platforms
  • Maintaining a clear understanding of the concept of Treating Customers Fairly (TCF) and how AFH Wealth Management seeks to comply with this FCA requirement

What we are looking for in our ideal Associate Investment Analyst:

  • Good knowledge of the Financial Services Market and Investment Products
  • Relevant Operational procedures knowledge
  • Good working knowledge of Microsoft Word, Excel and Outlook
  • Some experience of quantitative and qualitative investment research
  • Some experience of data systems (FE Analytics, Morningstar, Eikon, Bloomberg etc.) would be desirable but not essential

Benefits and Perks at AFH

  • Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
  • Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
  • Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
  • Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year s service.
  • Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
  • Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
  • Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

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