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Investment Analyst Graduate
4 weeks ago
We have an exciting opportunity for an Investment Analyst to join an award winning investment firm.
Investment Analyst - The Role:
You will be supporting the investment team in delivering a high-quality professional client service to both internal and external customers. Working as part of the investment team you will be instrumental in its ongoing development to attain profitable andsustainable growth through effective client management.
Investment Analyst - Key Responsibilities:
You will assist the consultants in delivering day to day investment services to clients including:
Routine reporting on clients’ investments
Designing investment strategies
Planning and managing asset transfers
Preparing papers and presentations for trustee meetings
Ensuring compliance with various governance requirements
Within the role you will obtain and record relevant, up to date investment information by liaising with fund managers and carrying out research and analysis.
This role is an opportunity to progress your investment career.
Working as part of a small team there is a large focus on training and development. You will be encouraged to actively contribute to internal discussions and new ideas to improve your knowledge and the services we provide our clients with.
Investment Analyst - Qualification and Skills:
- You will be a graduate who has an interest in financial markets and or you may have already gained experience working in a similar or related field and be looking to continue your professional qualifications
- You will be a good communicator, whose strengths are their self-organisation and attention to detail
You will need to be able to work to tight deadlines and take a proactive approach to your work
Experience in, Introduction to UK Financial regulations and professional Integrity.
Introduction to Investment Risk and Taxation. An understanding of investment, pensions or actuarial work would be advantageous but not essential
There will be the opportunity for you to study towards relevant professional qualifications to support your progress and development, we will fully fund the CFA level 1, we will provide ongoing support and professional development.
This role is suitable for a graduate, previous experience is not necessary.
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