Junior Investment Analyst in Bath

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.