Investment Analyst

Location Balsall Common, Coventry

Salary £30,000 - £40,000 + Bonus

We are seeking a highly analytical and detail-oriented Investment Analyst to join our team. The successful candidate will play a key role in supporting investment decisions through research, analysis, and reporting.

Key Responsibilities of Investment Analyst:

• Conduct in-depth research on financial markets, sectors, and platform fund analysis
• Build and maintain financial models to evaluate investment opportunities
• Analyse economic trends and risk factors
• Prepare detailed portfolio reports
• Monitor portfolio performance and recommend adjustments as needed
• Collaborate with advisers to support client objectives

What's on Offer?

• Salary up to £40,000
• Quarterly bonus scheme
• Structured study and development plan
• Opportunity to progress into a Wealth Manager or Investment Manager role

What's Next?

If you are interested in the Investment Analyst position, apply today and if suitable, one of our consultants will be in touch within 24hours!

Investment Analyst, Investment Management, Financial Planning, Wealth Management, IFA, Financial Services