Trainee Analyst Henley-on-Thames 2024

3 days ago


Henley on Thames, Oxfordshire, United Kingdom Courtiers Full time

We are looking for a new individual to join the Investment Team based in our Henley Office.

Main purpose of the role
  • To provide analyst support in the Investment Team
  • To maintain and update key Investment Team models
Duties and responsibilities
  • Analysis of investment opportunities
  • Manage and update existing quantitative models and databases including stock selection models, risk management models and fund position databases
  • Internal and external fund reporting across a range of investment team responsibilities including risk management, price checking, stress testing
  • Assist with updating of Procedures Manual and ensure that it remains up to date
  • Assist with meeting preparation and minutes
  • Compile and provide regular management information
  • Keep third party data sites updated with performance information
  • Proxy voting record keeping
  • Compile factsheets monthly
  • Monthly performance updates
  • Money laundering form requests
  • Fund invoices


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