Investment Analyst – Research, Portfolio Analysis & Markets

Investment Analyst – Research, Portfolio Analysis & Markets

Trainee 60000 - 75000 £ / year (est.) No working from home possible
Fram Search

At a Glance

  • Tasks: Dive into fund research, portfolio analysis, and investment reporting with seasoned pros.
  • Company: Join a leading investment management firm that values analytical skills and curiosity.
  • Benefits: Gain invaluable experience and develop your career in a dynamic financial environment.
  • Other info: Ideal for graduates passionate about investing and pursuing CISI or CFA qualifications.
  • Why this job: Make an impact in the investment world while learning from industry experts.
  • Qualifications: Strong academic background, Excel skills, and some relevant industry experience required.

The predicted salary is between 60000 - 75000 £ per year.

Fram is working with an investment management firm that is looking to engage with a Trainee Investment Analyst to join its investment team.

The role offers exposure to fund research, portfolio analysis, investment reporting, and financial markets, working closely with experienced investment professionals.

This is an opportunity to develop broad investment management experience within a firm where analytical ability, attention to detail, and intellectual curiosity are highly valued.

The firm is keen to speak with graduates with outstanding academic credentials, strong Excel skills, and a genuine passion for investing.

Progress towards the CISI or CFA would be advantageous.

Applicants must have some relevant industry experience, as this isn’t an entry level role.

Applicants must have the right to work in the U. K.

#J-18808-Ljbffr

Investment Analyst – Research, Portfolio Analysis & Markets employer: Fram Search

Join a well-established boutique Financial Services firm in Greater Manchester that prioritises a people-first culture and offers a supportive work environment. As an Office Manager, you will enjoy autonomy in your role while contributing to a collaborative team atmosphere, with opportunities for personal growth and the chance to make a meaningful impact on both internal culture and client experience.

Fram Search

Contact Details:

Fram Search Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Analyst – Research, Portfolio Analysis & Markets

Get Involved in Investment Communities

Join local investment clubs or online forums focused on asset management. Engaging with these communities can give you insights into the industry and might even open doors for referrals when companies like Fram Search are looking for trainees.

Attend Finance and Asset Management Events

Make it a point to attend finance-related meetups, workshops, or networking events in your area. These are golden opportunities to meet professionals from the asset management field and get your face known, which can set you apart when applying to places like Fram Search.

Leverage Your University Career Services

Don’t overlook your university's career services! They often have exclusive partnerships with companies in asset management and can help you find trainee openings first. Plus, they may host career fairs where you can meet recruiters from firms like Fram Search.

Tailor Your Approach When Applying

When applying for the trainee position at Fram Search, make sure you highlight any relevant coursework or projects related to investment and asset management. This shows your genuine interest and readiness to step into a role that could jumpstart your career.

We think you need these skills to ace Investment Analyst – Research, Portfolio Analysis & Markets

Analytical Ability
Attention to Detail
Intellectual Curiosity
Excel Skills
Fund Research
Portfolio Analysis
Investment Reporting

Some tips for your application 🫡

Show Off Your Analytical Skills:In investment and asset management, hiring managers love to see strong analytical skills. When crafting your CV, make sure to highlight any relevant coursework, projects, or internship experiences where you demonstrated your ability to analyse data or contribute to investment strategies. Use specific examples to showcase your analytical thought process and quantitative skills.

Quantify Your Achievements:In this field, numbers speak louder than words. When listing your past experiences, try to quantify your achievements. For instance, mention the percentage by which you improved a project's outcome or how you contributed to a team achieving specific goals. This gives potential employers a clearer picture of your impact and capabilities.

Tailor Your Cover Letter for Learning Potential:As a trainee, the emphasis should be on your motivation to learn and grow in the investment-asset-management field. In your cover letter, express why you are excited about joining Fram Search specifically, and discuss how this role aligns with your career aspirations. Show that you’re eager to soak up knowledge and contribute positively to the team.

Polish Your CV with Relevant Coursework:Don’t forget to include relevant coursework and any finance or investment certifications you've completed on your CV. This is especially important for a trainee position as it showcases your foundational knowledge in the field. Make sure to highlight any projects or case studies that are applicable, so Fram Search can see you’ve got the basics down!

How to prepare for a job interview at Fram Search

Brush Up on Financial Modelling

In investment asset management, having a firm grasp of financial modelling is crucial. Before your interview with Fram Search, make sure you can confidently discuss your understanding of key financial concepts and perhaps even run through a basic model or two. Being able to showcase your analytical skills will definitely impress them!

Study Current Market Trends

Make sure to stay updated on current market trends and economic news. During your trainee interview, you might be asked about how these trends can affect investments. Being well-versed in recent events not only shows your interest in the field but also prepares you to discuss relevant case studies or examples when asked.

Show Your Willingness to Learn

As a trainee, what they're really looking for is your potential to grow in the role. Be ready to talk about your eagerness to learn and adapt. Share examples from your studies or any relevant experience that highlight your commitment to becoming a knowledgeable professional in asset management.

Have Clear Questions Prepared

Towards the end of the interview at Fram Search, you'll likely have a chance to ask questions. Prepare thoughtful queries about their training process or the types of projects you'll be involved in. This not only shows your interest but also gives you insight into what your day-to-day will look like in this trainee role.