TRAINEE INVESTMENT ANALYST, THE SHARD, LONDON
TRAINEE INVESTMENT ANALYST, THE SHARD, LONDON

TRAINEE INVESTMENT ANALYST, THE SHARD, LONDON

London Trainee 25000 - 35000 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Conduct market research, financial modelling, and support portfolio management.
  • Company: Join a leading investment firm in the iconic Shard, London.
  • Benefits: Professional development, gym membership, and stunning views.
  • Why this job: Kickstart your finance career with hands-on experience and mentorship.
  • Qualifications: Recent graduate in Finance, Economics, or related field.
  • Other info: Dynamic environment with growth potential and innovative culture.

The predicted salary is between 25000 - 35000 ÂŁ per year.

Join our dynamic team in one of the most iconic buildings in the world, The Shard, located in the heart of London. We are a leading investment firm committed to nurturing fresh talent and shaping the future of finance.

Structured Training and Development

Our comprehensive training programs are meticulously designed to equip you with the essential skills and knowledge required for a successful career in investment analysis. This includes intensive coursework on financial modelling, investment strategies, and market analysis. You will gain hands‑on experience through simulated trading exercises, case studies, and real‑world project work. Additionally, the program offers exposure to both buy‑side and sell‑side investment operations, ensuring you understand the full spectrum of the investment landscape.

On‑the‑Job Experience

From day one, you will be integrated into our dynamic work environment, where you will collaborate with seasoned professionals on live projects. This practical exposure allows you to apply your training in real‑time, enhancing your analytical and decision‑making skills. You will rotate through different departments, gaining valuable insights into various aspects of the investment process.

Professional Certification Sponsorship

To support your continuous growth and professional development, we sponsor certifications such as CFA (Chartered Financial Analyst), FRM (Financial Risk Manager), or other relevant qualifications. These certifications are highly regarded in the industry and will significantly enhance your expertise and career prospects.

Key Responsibilities

  • Conduct In‑Depth Market Research and Analysis
    • Objective: Understand the market landscape, identify opportunities and threats, and make informed recommendations.
    • Data Collection: Gather qualitative and quantitative data from industry reports, company financial statements, news articles, market databases, and competitor analysis.
    • Trend Analysis: Identify and analyse trends within the market, including consumer behaviour, technological advancements, regulatory changes, and macroeconomic factors.
    • SWOT Analysis: Evaluate the Strengths, Weaknesses, Opportunities, and Threats related to a specific market or company.
    • Competitor Analysis: Study competitors’ market positions, product offerings, pricing strategies, and overall business strategies.
    • Report Preparation: Summarise findings in detailed reports that provide actionable insights and strategic recommendations.
  • Assist in the Preparation of Financial Models and Investment Reports
    • Financial Modelling: Develop financial models using spreadsheets or specialised software, including income statements, balance sheets, cash flow statements, and valuation models such as DCF, Comps, and Precedent Transactions.
    • Scenario Analysis: Perform sensitivity analysis to understand how different variables impact financial outcomes under various scenarios.
    • Data Integration: Incorporate historical financial data and market assumptions into models to project future performance.
    • Report Writing: Draft investment reports that summarise the findings from financial models, including executive summaries, detailed analysis, risk assessment, and investment recommendations.
  • Support Senior Analysts in Portfolio Management
    • Portfolio Analysis: Regularly review and analyse the performance of current investments, including stocks, bonds, and other assets.
    • Rebalancing: Assist in rebalancing the portfolio to maintain the desired asset allocation and risk profile.
    • Risk Management: Monitor and analyse portfolio risk exposures using metrics such as VaR and stress testing.
    • Trade Execution: Support the execution of buy and sell orders, ensuring compliance with investment strategies and policies.
    • Reporting: Prepare periodic portfolio performance reports for internal use and for clients, detailing returns, asset allocation, and compliance with investment guidelines.
  • Monitor Market Trends and Economic Indicators to Inform Investment Decisions
    • Objective: Stay informed about ongoing and emerging market trends and economic indicators to guide investment strategies.
    • Economic Data Tracking: Regularly monitor key economic indicators such as GDP growth rates, unemployment rates, inflation, interest rates, and consumer confidence indices.
    • Market Sentiment Analysis: Analyse market sentiment through news articles, social media, and financial news platforms to gauge investor behaviour and sentiment.
    • Technical Analysis: Utilise charts and other technical analysis tools to identify market patterns and potential investment opportunities.
    • Industry News: Keep up‑to‑date with industry‑specific news, including technological advancements, regulatory changes, mergers and acquisitions, and other significant events.
    • Analytical Reports: Produce and distribute daily, weekly, or monthly reports that summarise market and economic trends and their potential impacts on investments.

Qualifications

  • Recent graduate with a degree in Finance, Economics, Business, or a related field
  • Strong analytical and quantitative skills
  • Excellent communication and interpersonal abilities
  • Proactive and eager to learn in a fast‑paced environment

Why Work With Us?

  • Work in a prestigious location with stunning views and easy access to the city’s amenities.
  • Growth Potential: Be part of a company that invests in your future, offering numerous opportunities for professional growth and development.
  • Innovative Environment: Collaborate with some of the brightest minds in the industry in an innovative and supportive work culture.
  • Gym membership to our state‑of‑the‑art fitness centre
  • Opportunities for career advancement within a global network

How to Apply

If you are passionate about finance and eager to start your career in investment analysis, we would love to hear from you. Apply now. Embark on a rewarding career journey with us at The Shard, where your potential will be realised, and your contributions valued.

TRAINEE INVESTMENT ANALYST, THE SHARD, LONDON employer: Graduate financial recruitment

Join our prestigious investment firm located in The Shard, London, where we prioritise your professional growth through structured training and development programmes. Our innovative work culture fosters collaboration with industry experts, providing you with hands-on experience and opportunities for career advancement, all while enjoying stunning views and access to the city's vibrant amenities.
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Contact Detail:

Graduate financial recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land TRAINEE INVESTMENT ANALYST, THE SHARD, LONDON

✨Network Like a Pro

Get out there and connect with people in the finance industry! Attend networking events, join finance-related groups on social media, and don’t be shy to reach out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!

✨Ace the Interview

Prepare for your interviews by researching common questions and practicing your answers. Think about how your skills align with the role of a Trainee Investment Analyst. We recommend doing mock interviews with friends or mentors to boost your confidence!

✨Show Your Passion

When you get the chance to chat with potential employers, let your enthusiasm for finance shine through! Share your insights on market trends or recent news in the investment world. We want to see that you’re genuinely excited about the role and the industry.

✨Apply Through Our Website

Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s get your career started at The Shard!

We think you need these skills to ace TRAINEE INVESTMENT ANALYST, THE SHARD, LONDON

Financial Modelling
Market Analysis
Data Collection
Trend Analysis
SWOT Analysis
Competitor Analysis
Report Preparation
Scenario Analysis
Portfolio Analysis
Risk Management
Trade Execution
Economic Data Tracking
Market Sentiment Analysis
Technical Analysis
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Trainee Investment Analyst role. Highlight any relevant coursework or projects that showcase your analytical abilities and passion for finance.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're excited about this opportunity at The Shard and how your background makes you a great fit for our team. Be genuine and let your personality come through.

Showcase Your Analytical Skills: In your application, don’t forget to mention specific examples of how you've used your analytical skills in past experiences. Whether it's through coursework, internships, or personal projects, we want to see how you think and solve problems.

Apply Through Our Website: To make sure your application gets to us without a hitch, apply directly through our website. It’s the best way to ensure we see your application and can consider you for this exciting opportunity!

How to prepare for a job interview at Graduate financial recruitment

✨Know Your Financial Fundamentals

Brush up on your financial concepts and terminology. Be prepared to discuss key topics like financial modelling, investment strategies, and market analysis. This will show that you’re not just a recent graduate but someone who’s genuinely interested in the field.

✨Research the Company and Its Culture

Dive deep into understanding the company’s values, mission, and recent projects. Knowing about their approach to investment and how they nurture talent will help you align your answers with what they’re looking for. Plus, it shows you’ve done your homework!

✨Prepare for Case Studies and Practical Scenarios

Since the role involves real-world project work, be ready to tackle case studies or hypothetical scenarios during the interview. Practise analysing market trends or conducting SWOT analyses so you can demonstrate your analytical skills on the spot.

✨Show Enthusiasm and a Willingness to Learn

Express your eagerness to grow and learn within the investment landscape. Highlight any relevant coursework or experiences that showcase your proactive attitude. Companies love candidates who are passionate and ready to take on challenges!

TRAINEE INVESTMENT ANALYST, THE SHARD, LONDON
Graduate financial recruitment
Location: London
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