Investment Analyst - Full On-the-Job Training and Support

About Us

We are a dynamic and forward-thinking investment management firm with a strong presence across the UK. Our mission is to provide tailored investment solutions and strategic advice to help clients achieve their financial objectives.

As part of our commitment to cultivating talent, we are offering an exciting opportunity for aspiring professionals to join our team as Investment Analysts. This role provides full on-the-job training and support, designed to develop your expertise in financial analysis, investment strategies, and portfolio management.

Role Overview

The Investment Analyst role is an entry-level position that offers comprehensive training and mentoring from experienced professionals. You will play a key part in analysing financial markets, conducting in-depth research, and supporting investment decision-making. This is an exceptional opportunity to launch your career in investment management within a supportive and collaborative environment.

Key Responsibilities

1. Market Analysis: Monitor and analyse financial markets, trends, and economic indicators to identify potential investment opportunities.
2. Research: Conduct detailed research on equities, fixed income, and alternative investments, providing actionable insights for portfolio managers.
3. Data Interpretation: Utilise financial modelling and quantitative analysis to assess company performance, valuation metrics, and risk factors.
4. Portfolio Support: Collaborate with investment managers to optimise portfolio performance, ensuring alignment with client objectives.
5. Reporting: Prepare detailed reports and presentations on market conditions, investment performance, and strategic recommendations for both internal and client use.
6. Training and Development: Participate in structured training programmes, industry certifications (e.g., CFA or CISI), and hands-on learning opportunities to develop your technical expertise.

Who We’re Looking For

Essential Skills and Qualifications

1. A degree in Finance, Economics, Mathematics, Business, or a related field (minimum 2:1 classification preferred).
2. Strong numerical and analytical skills with a meticulous attention to detail.
3. Excellent written and verbal communication abilities, with the confidence to present ideas effectively.
4. A proactive and inquisitive mindset, with a passion for understanding financial markets and investment strategies.
5. Strong organisational and time-management skills, with the ability to handle multiple tasks in a fast-paced environment.
6. Willingness to work towards professional qualifications, such as CFA or CISI, with full support from the company.

Desirable Attributes

1. Previous experience in financial services, research, or data analysis is advantageous but not essential.
2. Familiarity with financial tools and software such as Bloomberg, Excel (advanced), or Python is a plus.
3. An interest in sustainable or ethical investing is highly valued.

What We Offer

1. Competitive starting salary with opportunities for performance-based bonuses.
2. Comprehensive on-the-job training and full support for professional qualifications.
3. Mentorship and guidance from experienced investment professionals.
4. A clear and structured career progression pathway.
5. Exposure to a wide range of financial instruments and investment strategies.
6. A collaborative and innovative work environment focused on professional growth.
7. Flexible working arrangements and a commitment to work-life balance.

Application Process

If you are passionate about a career in investments and eager to learn from industry experts, we encourage you to apply. Please submit your CV and a cover letter highlighting your skills and interest in the role.