Junior Investment Analyst
The ideal candidate can be a recent graduate, this is a JUNIOR Role so would suit a 1st or 2nd Jobber with some investment team work experience LOOKING TO START A CAREER IN THE INVESTMENTS / FINANCIAL SERVICES SECTOR
As a Junior Investment Analyst you will need to be understand the financial markets, the fund universe, tax wrappers platforms and providers, and be able to communicate knowledge/ information to others both internally/externally.
You will work closely with, and support, the Investment Analyst team and CIO to ensure efficient business administration and record keeping and develop and maintain excellent customer relationships with current and potential members.
Work as part of the team to contribute to the development of a range of initiatives and achievement objectives of the company. • Administration/investment activities on an investment platform and website
Undertake fund research to enhance the IP Model Portfolios
The Junior Investment Analyst will help to undertake and deliver research information to support and assist the Investment Management team in analysing funds. Principal types of investment research and analysis will include:
• OEICS and Unit Trusts
• Investment Trusts
• ETFs
• Model Portfolios (discretionary) and DFM’s
• Life Assurance Companies
• ...
Junior Investment Analyst in Horsham employer: DAVID JAMES PARTNERSHIP LTD Careers
As an IT Advisor with us, you'll thrive in a dynamic and supportive work environment that prioritises employee growth and development. Our hybrid working model offers flexibility, while our commitment to training ensures you can enhance your skills and make a meaningful impact on financial advisory firms. Join a team that values compliance, client outcomes, and continuous improvement, all within a culture that fosters collaboration and innovation.
Contact Details:
DAVID JAMES PARTNERSHIP LTD Careers Recruitment Team
