Investment Analyst

2 weeks ago


Handforth, United Kingdom Ortus PSR Full time

**Investment Analyst**

**Location: Manchester**

**Salary: £25,000 - £35,000**

This is a brilliant opportunity for an Investment Analyst to join a Chartered firm with a fantastic reputation.

**Responsibilities**:

- Working alongside and supporting the other members of the team in managing the IFSL portfolios
- Researching new investment opportunities and presenting to the investment team and wider investment committee
- Keeping up to date with political and economic developments that may affect the financial markets
- Analysing client portfolios and presenting the findings to advisers and clients
- Helping to manage discretionary client portfolios
- Helping get our message out to clients through participation in marketing

**Skills**:

- Experience of working in an investment management and/or financial planning environment
- Level 4 Diploma qualified via CISI, CII or CFA
- Presentation and report writing skills


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