At a Glance
- Tasks: Construct and maintain investment fund panels using advanced Excel skills.
- Company: Join Chase de Vere, a leading investment management team in central Bath.
- Benefits: Enjoy competitive salary, annual bonus, and flexible benefits tailored to you.
- Other info: Opportunities for career growth and community volunteering days.
- Why this job: Make a real impact in the financial sector while developing your analytical skills.
- Qualifications: Degree level education and strong Excel proficiency required.
The predicted salary is between 30000 - 40000 £ per year.
The Junior Investment Analyst reports to the Head of Investment Management and will be a member of Chase de Vere’s Investment Management Team. The Junior Investment Analyst is primarily responsible for the quarterly maintenance and delivery of the Chase de Vere Fund Panels, including a number of other investment panels. The Fund Panels are used by 200 plus Chase de Vere advisers across the company’s offices nationwide. The role is based in the company’s office in central Bath, where the Head of Investment Management is also based.
What your role will involve:
- Constructing and maintaining both simple and complex spreadsheets, requiring proficiency in Excel.
- Identifying and improving efficiencies regarding current processes.
- Maintaining and developing the company’s core investment fund panels.
- Assisting with the provision of data, numerical and graphic, for regular updates and reporting.
- Working with external research companies and product providers for collating regular and ad-hoc information requests.
- Assisting in the administration of the Investment Proposition across multiple investment platforms.
- Producing and maintaining process documents for role responsibilities.
- Adhering to regulatory and compliance guidance while delivering to the highest service standards.
- Demonstrating flexibility to respond to the needs of the business and its clients.
- Managing complex workloads, multi-tasking, and prioritising effectively.
- Working unsupervised to manage workload and meet strict deadlines.
There will be the scope and opportunity for development within the role including moving towards:
- Analytical fund research.
- Liaising with fund providers and fund managers.
- Contributing fund ideas to the Fund Panels and/or Discretionary Model Portfolios.
What you will need:
- Educated to degree level or equivalent, either academically or professionally.
- A track record of successfully performing administrative responsibilities – a strong compliance and regulatory focus preferred.
- An understanding of the financial services sector and regulatory context.
- Extremely proficient in the use of Microsoft Excel – e.g. complex formulas, VBA etc.
- Superior organisational, operational and administrative skills; exceptional attention to detail.
- Strong communication skills, both verbal and written.
- The ability to work as part of a team and maintain a positive, resilient and flexible approach to work.
What’s in it for you?
- Opportunity to earn an annual bonus.
- A day off for your birthday.
- Life assurance – 4 x salary.
- Comprehensive induction and training programme.
- Funded exams and paid study leave.
- A wide range of voluntary flexible benefits to suit your individual needs.
- The option to buy additional holiday days.
- Cycle to work Scheme.
- Two paid volunteering days each year, to support your local community.
- Employee Assistance Programme with access to a 24/7 helpline.
- Access to our free mortgage service, through our internal mortgage team.
- Our Employee Forum and Diversity & Inclusion group.
- Local and companywide events in support of our company charities.
Junior Investment Analyst in Bath employer: Chase de Vere
Chase de Vere is an exceptional employer, offering a dynamic work environment in the heart of Bath where employees can thrive and grow. With a strong focus on professional development, including funded exams and paid study leave, we empower our Junior Investment Analysts to enhance their skills while contributing to meaningful projects that impact over 200 advisers nationwide. Our inclusive culture, comprehensive benefits, and commitment to community engagement make us a rewarding place to build a career in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Investment Analyst in Bath
✨Get Involved in Finance Communities
Join investment and finance forums like CFA Society local chapters or online platforms like Financial Modeling World Championship. These communities are gold mines for networking, and they often have events where you can meet industry professionals who might lead you to that coveted role!
✨Leverage University Career Services
If you're still a student or recently graduated, don’t miss out on your university's career services. They often have partnerships with investment firms and can point you towards entry-level openings or internships—sometimes even exclusive to your uni!
✨Showcase Your Passion for Finance
Start a blog or social media account to discuss market trends or investment strategies. This not only showcases your passion but also makes you more visible to recruiters at firms like Chase de Vere. They'll see your commitment and insight, setting you apart from the pack.
✨Utilise Our Job Board
Check out openings directly on our website and apply through us! Tailor your application to highlight your enthusiasm for asset management. We’re all about helping you land that entry-level role in investment—let's ace this together!
We think you need these skills to ace Junior Investment Analyst in Bath
Some tips for your application 🫡
Show Off Your Analytical Skills:In the world of investment and asset management, we need to see your ability to crunch numbers and analyse data. Don’t just state your qualifications; showcase projects or coursework where you've applied analytical skills, like financial modelling or statistical analysis. If you’ve worked with tools like Excel, mention it—it's a big plus!
Highlight Relevant Coursework or Projects:If you have an academic background in finance, economics, or a related field, make sure to include specific modules or projects that showcase your knowledge. We love seeing how you’ve applied theory to practice, so talk about any case studies or simulations you've participated in during your studies.
Craft a Motivational Cover Letter:As this is an entry-level position, your cover letter should express your eagerness to learn and contribute. Share your passion for investment strategies and how you keep up with market trends. Let us know why you're excited about joining Chase de Vere and what you hope to achieve in this role!
Quantify Your Experience:Even if your experience is limited, anything you can quantify makes a difference—it could be a class project with tangible results or any relevant internships. If you’ve interned or worked on relevant projects, highlight your contributions with numbers. For instance, mention how a particular investment strategy improved a hypothetical portfolio’s performance.
How to prepare for a job interview at Chase de Vere
✨Mastering Financial Concepts
Brush up on key financial terms and concepts relevant to asset management, like portfolio theory and risk management. We want to be prepared for those technical questions that'll test our understanding of how investments work and how to analyse them effectively.
✨Show Your Analytical Skills
Be ready to demonstrate your analytical capabilities through practical scenarios or case studies. You might be asked to interpret financial data or analyse a given investment strategy, so having examples of your past analysis projects or relevant coursework can really help us stand out.
✨Highlight Your Enthusiasm for Finance
As an entry-level candidate, showing genuine passion for the finance world is crucial. Let’s share stories about our interest in investments and how we've sought to learn more, whether through courses, reading, or personal investments. This can really resonate with interviewers at Chase de Vere.
✨Prepare for Cultural Fit Questions
In entry-level interviews, cultural fit is often just as important as skills. Expect questions about how you work in teams or handle challenges. We should think about our teamwork experiences and how they align with the values of Chase de Vere—let’s come across as not just a candidate, but as a potential colleague.
