Assistant Investment Analyst

The Marlborough Group is a successful investment business that manages over £10 billion for over 200,000 clients and employs some of the UK’s most respected fund managers. The Group has its headquarters in Bolton and offices in London, Lichfield, Peterborough, Bristol and Dublin. The Group employs more than 235 people across its business lines.

Marlborough Group's success has been built on a reputation for excellence in active fund management, with the Group leading the way in industry expertise, service quality, product understanding and added value for our investors. As we continue with our ambitious growth plans, we are looking for talented people who share our values and will grow and develop as financial services professionals.

Position Role Purpose: The Assistant Investment Analyst – Multi-Asset is responsible for assisting with research and recommendation of funds within their allocated sectors. The recommended funds can span across various asset classes, which include equities, fixed income, commodities, and alternative investments. The role requires strong research skills, analytical skills, market knowledge, and an understanding of client and portfolio manager needs and risk preferences.

Key Responsibilities:

• Assist with sourcing, collating, and the provision of data and reports to support the investment process.
• Assist with conducting fund research and analysis of macroeconomic trends and market conditions for allocated sectors to identify potential investment opportunities.
• Support fund recommendations to portfolio managers to assist with the management of a range of investment solutions.
• Maintain approved fund lists and portfolio recommendations for assigned sectors.
• Assist with modelling and implementation of trades, ensuring accuracy and timeliness of dealing.
• Monitor daily performance and risk metrics of funds and portfolios.
• Ensure compliance with regulatory requirements and internal policies.
• Build and maintain relationships with clients, intermediaries, and other stakeholders.
• Represent the Multi-Asset team in external forums.
• Contribute to the sales and marketing process through the creation of insightful presentations.
• Collaborate with the team or work individually on project assignments.

Secondary Responsibilities:

• Demonstrate professionalism in all interactions with stakeholders.
• Define and role-model the behaviours expected within the Investments team.
• Maintain certification status and participate in continuing education programs.

Requirements:

• Analytical and problem-solving skills.
• Excellent communicator with polished presentation skills.
• Agile approach and ability to prioritise & work to strict deadlines.

Essential Qualifications:

• IMC/ESG Degree.

Experience:

• 0 - 5 years of industry experience or assistant analyst experience.
• Developing knowledge of financial markets and investment vehicles.
• Excellent analytical, quantitative, and problem-solving skills.
• Developing experience in building strong relationships.
• Knowledge of regulatory requirements and industry guidelines.

Personal Qualities:

• Team player with a growth mindset.
• Solution orientated and goal orientated.
• Self-motivated, well organised, and able to perform tasks independently.
• Ability to be flexible and learn quickly.
• Friendly and approachable.

Other Information:

• Competitive salary with annual salary reviews.
• 25 days annual leave plus statutory bank holidays.
• 9% non-contributory pension.
• Annual discretionary bonus scheme.
• Death in Service at 5 x annual salary.
• Training for IOC and other relevant qualifications.
• Study leave.
• Your birthday off.
• Christmas party and paid for social events during the year.