Investment Analyst
Employment Type: Full-time

About the Role:

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:

• 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

Skills & Qualifications:

• Preferred qualification in investment management or related field
• Strong quantitative and analytical skills
• Proficiency in Excel and financial modeling
• Excellent written and verbal communication skills
• Ability to work independently and meet deadlines

Benefits:

• Salary - Up to £35k
• Study support for higher qualifications
• Progression is strongly supported whether further in investments, or in other areas of interest
• Holiday - 24 days + bank holidays. Closed over Christmas.
• Quarterly discretionary bonus

To apply for this Investment Analyst position, please submit your CV below.