Investment Research Specialist

3 weeks ago


Aston Fields, United Kingdom AFH Wealth Management Full time
Key Responsibilities
  • To participate in and deliver comprehensive financial research on products and investments using company-approved tools.
  • To prepare and deliver bespoke investment reports to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks.
  • To prepare and interpret complex plan information with a view to completing transfer analysis.
  • To contribute to firm research projects and adhere to set deadlines as required.


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