At a Glance
- Tasks: Conduct research and analysis on investment products while supporting the investment team.
- Company: Join a growing financial services organisation with a collaborative culture.
- Benefits: Competitive salary, hybrid working, structured training, and career progression opportunities.
- Other info: Friendly team environment with support for professional qualifications.
- Why this job: Kickstart your career in investment management with hands-on experience and mentorship.
- Qualifications: Recent graduate in Economics, Finance or related field with strong analytical skills.
The predicted salary is between 25000 - 30000 £ per year.
- Job Ref 91091
- Location Horsham
- Employment Type Permanent
- Location: Horsham, Sussex
- Type: Permanent
- Junior Investment Analyst
Location
Horsham, West Sussex
Salary
Working Pattern
- Full-time | Office-based during probation (3 months), then hybrid working available
- Start Your Career in Investment Management
Are you a recent Economics, Finance or related degree graduate with a passion for investments and financial markets?
An exciting opportunity has arisen for a
Junior Investment Analyst to join a well-established and growing financial services organisation.
This role offers an excellent entry point into investment management, providing hands‑on exposure to fund research, market analysis, portfolio monitoring and investment strategy development.
Whether this is your first role after university or your second position within financial services, you will work alongside experienced investment professionals who will support your development and help you build a successful long‑term career in the industry.
The Opportunity
As a Junior Investment Analyst, you’ll support the investment team with research, analysis and portfolio administration activities.
You’ll gain exposure to a broad range of investment products and play a key role in helping the team assess investment opportunities and maintain high‑quality investment propositions.
This is an excellent opportunity for someone looking to develop their technical investment knowledge, analytical skills and understanding of financial markets.
Key Responsibilities
• Conduct research across a range of investment products, including
- OEICs and Unit Trusts
- Investment Trusts
- ETFs
- Model Portfolio Services (MPS)
- Discretionary Fund Managers (DFMs)
- Pension and Life Funds
- Investment Platforms
- Assist with fund selection and performance monitoring.
- Support the enhancement and ongoing management of model portfolios.
- Prepare investment research reports and presentations for senior stakeholders.
- Monitor financial markets and industry developments.
- Assist in the production of market commentary and performance updates.
- Analyse fund performance data and identify trends.
- Maintain accurate research records and investment documentation.
- Support administration activities across investment platforms.
- Respond to internal investment-related queries.
- Develop an understanding of investment software and research tools.
About You
We’re keen to speak with candidates who have a genuine interest in investments and financial markets.
- You May Be
- A recent graduate in Economics, Finance, Investment Management, Mathematics or a related discipline.
- Working towards a career in investment research or portfolio management.
- Looking for your first or second role within investment management, wealth management or financial services.
- Desired Skills & Experience
- Degree educated (or equivalent qualification).
- Strong interest in investment markets and fund research.
- Excellent analytical and numerical skills.
- Strong attention to detail.
- Good Excel and Microsoft Office skills.
- Ability to interpret and present data clearly.
- Strong written and verbal communication skills.
- A proactive and organised approach to work.
- Ability to work independently and as part of a team.
Desirable
- Previous internship, placement year or work experience within an investment, wealth management or financial services environment.
- IMC qualification or an interest in studying towards professional investment qualifications.
What’s on Offer?
- Salary of £25,000 – £30,000 depending on experience.
- Hybrid working after successful completion of probation.
- Structured training and development.
- Exposure to experienced investment professionals.
- Long-term career progression opportunities within investment management.
- Support towards professional qualifications.
- Friendly and collaborative team environment.
If you’re looking to build a career within investments and want to join an organisation where you’ll gain genuine exposure to fund research, portfolio analysis and financial markets, we’d love to hear from you.
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Junior Investment Analyst in Horsham employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Investment Analyst in Horsham
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Eden Rose, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Eden Rose.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Eden Rose.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Eden Rose, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Junior Investment Analyst in Horsham
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Eden Rose want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Eden Rose.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Eden Rose will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Eden Rose. Numbers speak louder than words!
How to prepare for a job interview at Eden Rose
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Eden Rose want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withEden Rose.
