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For Companies At a Glance
- Tasks: Analyse investment portfolios and deliver insightful reports to support strategic decisions.
- Company: Join a dynamic investment team focused on high-quality reporting and governance.
- Benefits: Gain exposure to senior leadership and diverse investment activities, with potential for remote work.
- Why this job: Perfect for those passionate about investments and eager to learn in a fast-paced environment.
- Qualifications: Strong numerical skills, experience with financial assets, and proficiency in Excel required.
- Other info: Ideal for detail-oriented individuals looking to make an impact in the investment world.
The predicted salary is between 28800 - 48000 £ per year.
Base pay range
This range is provided by Edenbrook. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Overview
We are looking for a talented and detail-oriented Investment Analyst to join our client\’s investment team. In this role, you’ll be responsible for delivering high-quality investment reporting, providing portfolio analysis, and supporting governance processes. This is an excellent opportunity to work closely with senior leadership, gain exposure to a wide range of investment activities, and contribute to strategic decision-making.
Responsibilities
- Deliver month-end, quarter-end, and year-end investment reporting.
- Analyse investment portfolios and produce high-quality Management Information.
- Prepare and deliver periodic reports to internal governance forums.
- Support investment governance meetings and liaise with external parties as required.
- Assist with ongoing investment-related projects.
- Work closely with the Chief Investment Officer and the wider team.
- Comply with all relevant FCA and PRA conduct standards and Consumer Duty rules.
Core Competencies
- Strong numerical skills with high attention to detail.
- Ability to analyse datasets and produce clear, insightful reports.
- Strong written and verbal communication skills.
- Problem-solving mindset with a proactive approach to learning.
- Collaborative team player with flexibility during busy reporting periods.
- Ability to organise and prioritise workloads effectively.
- Capable of working both independently and as part of a team.
- Comfortable working under pressure to meet tight deadlines.
Experience & Qualifications
- Advanced knowledge of Microsoft Office, particularly Excel.
- Understanding of financial assets, investment instruments (equities, bonds, futures, funds, etc.), and investment principles.
- Previous experience in an investment, actuarial, or accounting role with analytical responsibilities.
If you’re passionate about investments, enjoy working with data, and thrive in a dynamic environment, we’d love to hear from you.
Job details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Analyst
- Industry: Insurance and Financial Services
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Investment Analyst employer: Edenbrook
Contact Detail:
Edenbrook Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in investment analysis and reporting. This will not only help you understand the current market landscape but also demonstrate your proactive approach during interviews.
✨Tip Number 2
Network with professionals in the investment field, especially those who work in roles similar to the Investment Analyst position. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your Excel skills, focusing on advanced functions and data analysis techniques. Being able to showcase your proficiency in Excel during practical assessments or discussions can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss specific investment instruments and your understanding of them. Having a solid grasp of equities, bonds, and other financial assets will show your depth of knowledge and readiness for the role.
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment analysis, portfolio management, and any analytical roles you've held. Use keywords from the job description to demonstrate your fit for the position.
Craft a Compelling Cover Letter: In your cover letter, express your passion for investments and data analysis. Mention specific experiences that showcase your numerical skills and ability to produce insightful reports, aligning them with the responsibilities of the role.
Showcase Relevant Skills: Emphasise your proficiency in Microsoft Excel and any other relevant software. Provide examples of how you've used these tools in previous roles to analyse datasets or support governance processes.
Prepare for Potential Questions: Anticipate questions related to your problem-solving abilities and how you handle tight deadlines. Be ready to discuss specific projects where you collaborated with teams or contributed to strategic decision-making.
How to prepare for a job interview at Edenbrook
✨Showcase Your Analytical Skills
As an Investment Analyst, your ability to analyse data is crucial. Be prepared to discuss specific examples of how you've successfully analysed investment portfolios or produced insightful reports in the past.
✨Demonstrate Attention to Detail
Highlight your strong numerical skills and attention to detail during the interview. You might be asked to solve a problem or review a dataset, so practice being meticulous in your approach.
✨Communicate Clearly
Strong written and verbal communication skills are essential for this role. Practice explaining complex financial concepts in simple terms, as you may need to present your findings to non-technical stakeholders.
✨Prepare for Governance Discussions
Since you'll be supporting investment governance meetings, familiarise yourself with common governance processes and frameworks. Be ready to discuss how you would contribute to these discussions and support senior leadership.
