A spectacular trainee investment analyst role has come about for an ambitious graduate.

This role is with a chartered wealth management firm who are looking for someone who has dynamic energy and a strong interest in financial markets.

You will be an instrumental part of a growing team who will support you through your development towards becoming an accomplished investment analyst. Crucially, the firm culture is friendly and supportive. This is a role where you can grow and hone your skills over the long term.

Key Responsibilities

• You will assist the consultants in delivering day to day investment services to clients including:
• Routine reporting on clients’ investments
• Designing investment strategies
• Planning and managing asset transfers
• Preparing papers and presentations for trustee meetings
• Ensuring compliance with various governance requirements
• Within the role you will obtain and record relevant, up to date investment information by liaising with fund managers and carrying out research and analysis.

Skills and Qualifications

• You are a recent graduate with a strong interest in financial markets.
• Experience within analysis and using relevant tools would be preferred.
• Excellent written and verbal communication skills.
• Highly competent using Microsoft Excel.
• A proactive and positive attitude!

***This is a new role and actively hiring. If you think the opportunity would be a great fit for you, please don't hesitate to apply!***

Job Types: Full-time, Permanent

Salary: £32,000.00-£35,000.00 per year

Benefits:

• Additional leave
• Company events
• Company pension
• Flexitime
• Life insurance
• Private medical insurance
• Referral programme
• Sick pay
• Wellness programme

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus scheme
• Yearly bonus

Ability to commute/relocate:

• LONDON: reliably commute or plan to relocate before starting work (required)

Education:

• Bachelor's (required)

Work Location: One location

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