Investment Analyst

5 days ago

Cardiff, United Kingdom Quantum Advisory Full time

Quantum Advisory has an exciting opportunity for an Investment Analyst to join the team. Salary: £28,000 to £32,000 depending on experience Location: Cardiff, CF3 0LW, with hybrid working Job Type: Full Time, Permanent About Us At Quantum Advisory, we’re committed to delivering high‑quality services while ensuring value for our clients. With offices in Amersham, Birmingham, Cardiff, and London, our team consists of Partners who have previously led actuarial and pension consulting teams at major firms. With a first‑class pedigree and extensive experience, there's little in the realm of pensions work that we haven't undertaken. By investing in talented individuals, robust systems, and fostering proactive solution‑based thinking, we aim to provide a premium service to our clients. Work for us and you will become part of a close‑knit team that is skilled, experienced and passionate about delivering a high‑quality consultancy service to our corporate and trustee clients. Investment Analyst – The Role Working within the pension industry 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 and sustainable growth through effective client. 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. There will be the opportunity for you to study towards relevant IMC and CFA professional qualifications to support your progress and development. 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 Obtaining and recording relevant, up‑to‑date investment information by liaising with fund managers and carrying out research and analysis What You're Looking For The ideal candidate will be a graduate who has an interest in financial markets and/or has already gained experience working in a similar or related field and be looking to continue your professional qualifications. Have experience of using Excel and other statistical software. A good communicator whose strengths are their self‑organisation and attention to detail. Able to work to tight deadlines and take a pro‑active approach to your work. Experience in, knowledge of and understanding of investment, pensions or actuarial work (advantageous but not essential). Benefits A competitive salary and benefit package. Flexible working hours, including some remote working. You will also be offered a structured training plan and will be given the chance to further develop your skills and career. 24 days standard annual leave with a holiday purchase/sale scheme. Pension scheme with employer matching contributions up to 5% of salary. Annual performance bonus. Volunteering leave. Cycle to work scheme. Seasonal parties and social events. Quantum Advisory is an equal opportunities employer. If you are interested in applying for this Investment Analyst role, please click “Apply” now. #J-18808-Ljbffr

  • Investment Analyst

    7 days ago

    Cardiff, United Kingdom Hoksaa Full time

    Quantum Advisory have an exciting opportunity for an Investment Analyst to join the team. Salary: £28,000 to £32,000 depending on experience Location: Cardiff, CF3 0LW, with hybrid working Job Type: Full Time, Permanent About Us At Quantum Advisory, we're committed to delivering high-quality services while ensuring value for our clients. With offices in...

  • Investment Analyst

    3 weeks ago

    Cardiff, United Kingdom Quantum Advisory Full time

    Quantum Advisory have an exciting opportunity for an Investment Analyst to join the team. Salary: £28,000 to £32,000 depending on experience Location: Cardiff, CF3 0LW, with hybrid working Job Type: Full Time, Permanent About Us: At Quantum Advisory, we’re committed to delivering high-quality services while ensuring value for our clients. With offices in...

  • Transfer Agency Oversight Analyst

    2 weeks ago

    Cardiff, Cardiff, United Kingdom Legal & General Investment Management Full time £35,000 - £55,000 per year

    CardiffFull-timeBack Office Ops4506_19720Company DescriptionLegal & General (L&G) is a leading UK financial services group and major global investor.We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.We are one of the world's...

  • Business Analyst

    2 weeks ago

    Cardiff, United Kingdom IntaPeople Full time

    **_Business Analyst _** IntaPeople are proud to be partnered with a fast growth technology client who have recently secured one of the largest investment rounds to date in Wales. Due to this growth and a re-structure within the business, they now require an experienced BusinessAnalyst to join their cross functional team. You will document requirements from...

  • Senior Finance Analyst

    6 days ago

    Cardiff, Cardiff, United Kingdom Legal & General Investment Management Full time £40,000 - £60,000 per year

    CardiffFull-timeFinance4813_09793Company DescriptionLegal & General (L&G) is a leading UK financial services group and major global investor.We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.We are one of the world's largest asset...

  • Senior Finance Analyst

    6 days ago

    Cardiff, Cardiff, United Kingdom Legal & General Investment Management Full time £45,000 - £65,000 per year

    CardiffFull-timeFinance4812_09793Company DescriptionLegal & General (L&G) is a leading UK financial services group and major global investor.We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.We are one of the world's largest asset...

  • Data Analyst

    1 week ago

    Cardiff, Cardiff, United Kingdom Legal & General Investment Management Full time £40,000 - £50,000 per year

    CardiffFull-timeFinance4887_04027Company DescriptionLegal & General (L&G) is a leading UK financial services group and major global investor.We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.We are one of the world's largest asset...

  • Security Analyst GRC

    3 weeks ago

    Cardiff, United Kingdom CPS Group Full time

    Security Analyst (GRC)Cardiff-based office (Hybrid - Very Flexible)Up to £45,000 + Excellent BenefitsCPS Group are delighted to be supporting our financial services client in their search for a Security Analyst (GRC) to join their growing, forward-thinking Security team on a permanent basis.This is an exciting opportunity to play a key role in safeguarding...

  • Security Analyst

    4 weeks ago

    Cardiff, United Kingdom CPS Group (UK) Limited Full time

    Security Analyst (GRC)Cardiff-based office (Hybrid - Very Flexible)Up to £45,000 + Excellent BenefitsCPS Group are delighted to be supporting our financial services client in their search for a Security Analyst (GRC) to join their growing, forward-thinking Security team on a permanent basis.This is an exciting opportunity to play a key role in safeguarding...

  • Senior Portfolio Analyst

    23 hours ago

    Cardiff, United Kingdom Principality Building Society Full time

    Senior Portfolio Analyst Join to apply for the Senior Portfolio Analyst role at Principality Building Society. Pay Information Principality Building Society provided pay range – your actual pay will be based on your skills and experience. Base pay range – direct message the job poster from Principality Building Society. About Principality Building...