Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Investment Analyst

Location:

Balsall Common (Office-Based)

Salary:

£35,000 – £50,000 (dependent on experience)

Why Join Us?

This is a fantastic opportunity to join a growing and well-regarded financial services firm, supporting an established investment team. You will gain hands-on exposure to investment research, portfolio analysis, and market insights, with clear opportunities for professional development and career progression.

Benefits:

• Competitive salary package
• Pension contribution
• 25 days holiday plus bank holidays
• Study support for professional qualifications (CFA, CISI)
• Career development opportunities
• Supportive and collaborative working environment

About the Company:

Our client is a respected financial services firm offering investment management and financial planning solutions to private clients. They pride themselves on delivering tailored investment strategies and maintaining a strong, research-driven approach to portfolio management.

Key Responsibilities:

• Conduct detailed research across equities, funds, and other asset classes
• Assist in portfolio construction and ongoing monitoring
• Analyse market trends, economic data, and investment performance
• Prepare investment reports, commentary, and client presentations
• Support the investment committee with research and analysis
• Maintain accurate investment records and databases
• Carry out due diligence on third-party fund managers
• Ensure adherence to compliance and regulatory standards

What We’re Looking For:

• Previous experience in an Investment Analyst or similar role
• Strong analytical and numerical skills
• Good understanding of financial markets and investment products
• Experience in portfolio monitoring and reporting
• Excellent attention to detail
• Strong communication and organisational skills
• Ability to work both independently and within a team

Desirable Skills:

• Working towards or holding CFA, CISI, or equivalent qualifications
• Experience within wealth management or discretionary investment management
• Familiarity with tools such as FE Analytics, Morningstar, or Bloomberg
• Advanced Excel skills

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.