Investment Analyst Role

5 days ago


Harpenden, United Kingdom Reed Insurance Full time

I have a fabulous opportunity with my client a leading Financial Planning business in the Hertfordshire area is looking to recruit a Trainee Investment Analyst Role.

The role will involve ???????????????????? ?????????????????? ???????? ???????????????? ???? ?????????????? ?????? ???????????????????? ????????????????????’ ???????????????????? ???????????????????????? and s?????????????????? ?????? ???????????????????????? ?????????????????????? ???? business's ?????????????????????? ???????????????????? ?????????????????????? including ?????????? ???????????????????? ??????????.

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Provision of analytical support to the Investment Committee for the purpose of delivering Lyndhurst’s Investment Process. Maintaining the investment back office to meet all compliance requirement.

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- Initially providing quantitative analysis across active/ passive collective funds (Open and close-ended) and potentially ETFs.
- Once competent, producing qualitative analysis and directly meeting with fund managers to discuss their strategies and processes.
- Once competent, regularly attend asset manager conferences and events.
- Assist and prepare ad-hoc analysis on other investment products (Tax efficient etc).
- Assist and prepare ad-hoc analysis on client and prospective client portfolios.
- Management and monitoring of preferred investment lists and watch lists.
- Provide written and verbal investment-specific, thematic, and economic type reports
- Writing market commentary monthly.
- Maintain and refine investment back-office systems.
- Develop own professional expertise through on the job training and appropriate professional qualifications.
- Significant scope for rapid development and promotion on to the Investment Committee (Contribute directly to investment decisions).

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- High level of numeracy and analytical ability.
- Intellectual curiosity and initiative.
- Passion for investment and aspirations for a career in Investment Management.
- Strong communicator (written and verbal).
- Attention to detail.
- Resilience.
- Comfortable working at pace within an evolving environment.
- Familiarity with statistics.
- Ability to learn software quickly and efficiently.
- Builds relationships with others.

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Evidenced passion for Investment skills is essential.

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- Direct exposure to investment decisions from the start.
- Opportunity to directly meet with Asset Managers and grow personal networks.
- Privileged access to Asset manager training
- Support to pursue professional study.
- Work life balance.
- Employee assistance program.
- Pension Contributions.
- Previous analyst moved on after 3 years to a coveted analyst role in the city
- brilliant learning and networking opportunities.



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