Investment Analyst

5 days ago

Bromley, United Kingdom Cranleigh Personnel Full time

**Job Title: Investment Analyst**

**Location: Bromley**

**Salary: £45,000 -£60,000 (depending on experience)**

This is as opportunity to join a fast-growing, but very well established, independent wealth manager based in Chislehurst.

The investment team is responsible for setting the investment strategy and building and implementing client portfolios, discretionary and non-discretionary. The team also produces regular research for non-advised clients and the national media.

**Responsibilities**:

- Key source of fund, asset allocation, and portfolio analysis.
- Key role in the investment management committee, and presenting to colleagues.
- Source new investment ideas.
- Build investment presentations and reports for clients.
- Keep up to date with developments in the fund industry, markets and economy.
- Contribute to relevant team projects and ongoing development of the firm.
- Make informed risk decisions, and debate and challenge investment ideas.
- Compiling reports using FE Analytics.
Preferred skills and attributes:

- At least level 4 qualified in IMC, or CISI or equivalent.
- Relevant experience working within investment or wealth management environment.
- Experience of analysing retail funds and ETFs.
- Knowledge and understanding of financial markets.
- Ability to research, formulate and articulate evidence backed opinions.
- Ability to write about a complex investment issue in plain English, for clients or media.
- Well organised with an enquiring mind, good attention to detail and accuracy.
- Proficient in MS Office (Excel, Word and Power Point) and have strong data analysis skills.
- Working knowledge of FE Analytics preferred.
- Knowledge of UK retail platform industry.
- To be able to work well within in a small team and to be self-motivated.
- Ability to work independently and come up with ideas to enhance the process, a pro-active attitude is vital.
- Undertake continuing personal development to meet the requirements of the role.
- Knowledge of the regulatory environment and associated risks that require ongoing monitoring.

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