Investment Analyst

Investment Analyst

Full-Time 36000 - 60000 £ / year (est.) No home office possible
Go Premium
C

At a Glance

  • Tasks: Conduct detailed analysis on investments and support fund managers in decision-making.
  • Company: Join a prestigious asset management boutique with a strong reputation.
  • Benefits: Competitive salary, performance bonuses, and excellent career progression opportunities.
  • Why this job: Make a real impact in the investment world while growing your analytical skills.
  • Qualifications: Must be a graduate with 1-2 years of investment analysis experience.
  • Other info: Dynamic team environment focused on tangible asset-rich companies.

The predicted salary is between 36000 - 60000 £ per year.

An exciting opportunity to join an independent, award-winning, well-established and growing asset management boutique which currently manages four UCITS funds. We are looking for an Equity Investment Analyst to join our London office-based team to support two of our fund managers working alongside our existing established analyst. We are value investors and undertake detailed research on company fundamentals. We exclusively invest in tangible asset-rich companies with a particular focus on investment companies.

Education, Skills and Experience required:

  • Either qualified Accountant and/or CFA Charterholder
  • 1 – 2 years’ experience as buy- or sell-side investment analyst
  • Strong Microsoft Excel with general Microsoft Office skills
  • University graduate
  • Strong analytical, interpersonal and communication skills

Responsibilities:

  • Detailed fundamental analysis of existing and prospective investments
  • Monitor key sector and company news announcements
  • Security and corporate specific research
  • Attend potential investee company meetings, presentations and site visits
  • Create, maintain, and monitor databases of potential investments
  • Create and maintain financial models
  • Provide acquisition and disposal recommendations to fund managers

Salary and benefits:

Competitive salary, including benefits package, an annual performance related bonus and strong opportunities for career progression.

Please note: We kindly ask applicants not to contact or connect with Castellain Capital employees directly regarding this role.

Investment Analyst employer: Castellain Capital LLP

Join an independent and award-winning asset management boutique in London, where we pride ourselves on a collaborative work culture that fosters professional growth and development. As an Investment Analyst, you will benefit from competitive salaries, performance-related bonuses, and the opportunity to work closely with experienced fund managers, all while engaging in meaningful investment analysis that drives value for our clients.
C

Contact Detail:

Castellain Capital LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Analyst

✨Tip Number 1

Network like a pro! Reach out to professionals in the investment sector on LinkedIn or at industry events. We can’t stress enough how valuable personal connections can be in landing that dream role.

✨Tip Number 2

Prepare for interviews by brushing up on your technical skills and current market trends. We recommend practising common interview questions and having a few insightful questions ready to ask your interviewers.

✨Tip Number 3

Showcase your analytical skills! Bring along examples of your previous work, like financial models or research reports. We want to see how you think and approach investment analysis.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Investment Analyst

Equity Investment Analysis
Fundamental Analysis
Microsoft Excel
Microsoft Office
Analytical Skills
Interpersonal Skills
Communication Skills
Financial Modelling
Research Skills
Database Management
Investment Recommendations
Attention to Detail
CFA Qualification
Accountancy Qualification

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight your relevant experience, especially in equity analysis and any specific projects that showcase your analytical skills. We want to see how you fit into our value investing approach!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment analysis and how your background aligns with our focus on tangible asset-rich companies. Let us know what excites you about joining our team!

Showcase Your Skills: Don’t forget to highlight your Microsoft Excel prowess and any financial modelling experience. We love seeing candidates who can demonstrate strong analytical skills and attention to detail, so make sure these come through in your application.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team at Castellain Capital!

How to prepare for a job interview at Castellain Capital LLP

✨Know Your Numbers

As an Investment Analyst, you'll need to demonstrate your strong analytical skills. Brush up on financial modelling and be ready to discuss specific metrics or ratios relevant to the companies you’ve researched. Show that you can interpret data and make informed recommendations.

✨Research the Company

Before the interview, dive deep into the asset management boutique's portfolio and investment philosophy. Understand their focus on tangible asset-rich companies and be prepared to discuss how your experience aligns with their value investing approach. This shows genuine interest and preparation.

✨Prepare for Technical Questions

Expect questions that test your knowledge of investment analysis and market trends. Be ready to explain your thought process behind past investment decisions or analyses. Practising common technical questions can help you articulate your expertise confidently.

✨Showcase Your Communication Skills

As you'll be working closely with fund managers and other analysts, effective communication is key. Prepare examples of how you've successfully communicated complex information in the past. This will highlight your interpersonal skills and ability to work collaboratively.

Investment Analyst
Castellain Capital LLP
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

C
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>