At a Glance
- Tasks: Support the investment team with research, analysis, and portfolio management.
- Company: Leading UK professional network with a focus on investment management.
- Benefits: Competitive salary, health insurance, generous holiday, and a supportive work environment.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Kickstart your investment career with hands-on experience and mentorship from industry experts.
- Qualifications: IMC qualified or studying towards it, with around 1 year of relevant experience.
The predicted salary is between 54000 - 66000 £ per year.
Our client, a leading UK professional network, is looking for an Investment Analyst to join their Investment Management team. This is a fantastic opportunity for someone at the early stages of their investment career who is looking to develop their knowledge and gain valuable hands-on experience across fund research, investment analysis and portfolio management. You'll work closely with experienced investment professionals and gain exposure to a broad range of investments and financial markets.
What you'll be doing:
- Supporting the Investment team and senior leadership with fund research and analysis to help enhance model portfolios
- Researching a broad range of asset classes, including OEICs, Unit Trusts, Investment Trusts, ETFs, Model Portfolios, DFMs and Life & Pension funds
- Producing market commentary and performance analysis
- Preparing formal research reports for presentation to the internal Investment Committee
- Carrying out administration across investment platforms and supporting day-to-day investment activity
- Monitoring financial news and market developments and sharing relevant insights with the team
- Responding to client queries and providing support with investment administration
- Using investment research software and maintaining accurate and up-to-date data
What we're looking for:
- IMC qualified, studying towards the qualification, or genuinely interested in working towards it
- Around 1 year's experience in investment analysis, financial services or a similar role
- A genuine interest in investments and financial markets
- Strong attention to detail and a methodical approach to work
- Good working knowledge of Microsoft Office, particularly Excel
- The ability to interpret performance information and communicate findings clearly, including to senior stakeholders
- A calm and organised approach, with the ability to work effectively under pressure
- Strong communication skills and the confidence to communicate across all levels
You’ll thrive in this role if you're:
- A team player with a flexible, positive and can-do attitude
- Customer-focused and responsive to the needs of others
- Keen to learn, develop and build a long-term career within investment management
- Reliable, organised and willing to take ownership of your work
- Naturally curious about financial markets and keen to develop your investment knowledge
Benefits:
- 23 days' holiday, rising to 25 days with service, plus the option to buy up to 5 additional days
- Health insurance through WPA, extended to partners following probation
- 4x salary death-in-service cover
- 5% employer pension contribution
- Discretionary annual bonus
- 24/7 Employee Assistance Programme
- Cycle-to-work scheme
- Regular social events
We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.
PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Junior Investment Analyst employer: Huntress
Join a prestigious luxury automotive brand in Chiswick, where we pride ourselves on delivering exceptional customer experiences. Our welcoming and professional work culture fosters growth and development, offering you the chance to shine in a high-end hospitality environment. With competitive pay and a commitment to inclusivity, we ensure that every team member feels valued and empowered to provide outstanding service.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Investment Analyst
✨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 Huntress, 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 Huntress.
✨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 Huntress.
✨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 Huntress, 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
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 Huntress 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 Huntress.
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 Huntress 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 Huntress. Numbers speak louder than words!
How to prepare for a job interview at Huntress
✨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 Huntress 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 withHuntress.
