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- Tasks: Support the investment team in delivering top-notch client services and investment strategies.
- Company: Join Quantum Advisory, a leading consultancy with a focus on quality and client value.
- Benefits: Enjoy a competitive salary, flexible hours, and a structured training plan for career growth.
- Why this job: Kickstart your investment career in a supportive environment with opportunities for professional qualifications.
- Qualifications: Ideal for graduates with an interest in finance and strong Excel skills.
- Other info: Be part of a close-knit team with exciting social events and volunteering opportunities.
The predicted salary is between 28000 - 32000 £ per year.
Quantum Advisory have an exciting opportunity for an Investment Analyst to join the team.
Salary: £28,000 to £32,000 depending on experience
Location: Cardiff, CF3 0LW, with hybrid working
Job Type: Full Time, Permanent
About Us: At Quantum Advisory, we’re committed to delivering high-quality services while ensuring value for our clients. With offices in Amersham, Birmingham, Cardiff, and London, our team consists of Partners who have previously led actuarial and pension consulting teams at major firms. By investing in talented individuals, robust systems, and fostering proactive solution-based thinking, we aim to provide a premium service to our clients. Work for us and you will become part of a close-knit team that is skilled, experienced and passionate about delivering a high-quality consultancy service to our corporate and trustee clients.
Investment Analyst – The Role: Working within the pension’s industry you will be supporting the investment team in delivering a high-quality professional client service to both internal and external customers. This role is an opportunity to progress your investment career. Working as part of a small team there is a large focus on training and development. You will be encouraged to actively contribute to internal discussions and new ideas to improve your knowledge and the services we provide our clients with. There will be the opportunity for you to study towards relevant IMC and CFA professional qualifications to support your progress and development.
Investment Analyst – Key Responsibilities:
- You will assist the consultants in delivering day to day investment services to clients including:
- Routine reporting on clients’ investments
- Designing investment strategies
- Planning and managing asset transfers
- Preparing papers and presentations for trustee meetings
- Ensuring compliance with various governance requirements
- Obtaining and recording relevant, up to date investment information by liaising with fund managers and carrying out research and analysis
Investment Analyst – You:
- The ideal candidate will be a graduate who has an interest in financial markets and or has already gained experience working in a similar or related field and be looking to continue your professional qualifications
- Have experience of using Excel and other statistical software
- A good communicator whose strengths are their self-organisation and attention to detail
- Able to work to tight deadlines and take a pro-active approach to your work
- Experience in, knowledge of and understanding of investment, pensions or actuarial work (advantageous but not essential)
Investment Analyst – Benefits:
- A competitive salary and benefit package
- Flexible working hours, including some remote working
- A structured training plan and the chance to further develop your skills and career
- 24 days standard annual leave with a holiday purchase/sale scheme
- Pension scheme with employer matching contributions up to 5% of salary
- Annual performance bonus
- Volunteering leave
- Cycle to work scheme
- Seasonal parties and social events
Quantum Advisory is an equal opportunities employer. If you are interested in applying for this Investment Analyst role, please click ‘Apply’ now.
Locations
Investment Analyst in Marshfield, Newport employer: Quantum Advisory
Contact Detail:
Quantum Advisory Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst in Marshfield, Newport
✨Tip Number 1
Network like a pro! Reach out to people in the investment and pensions industry, especially those at Quantum Advisory. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial markets and investment strategies. Show us you’re not just a candidate, but someone who’s genuinely passionate about the field.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in our minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining our team at Quantum Advisory.
We think you need these skills to ace Investment Analyst in Marshfield, Newport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight any relevant experience in financial markets or investment, and don’t forget to showcase your skills in Excel and statistical software. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the investment field and how your background aligns with our values at Quantum Advisory. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail: In the world of investments, attention to detail is key. Make sure your application is free from typos and errors. A polished application reflects your professionalism and shows us that you take pride in your work.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just click ‘Apply’ and follow the prompts!
How to prepare for a job interview at Quantum Advisory
✨Know Your Numbers
As an Investment Analyst, you'll be dealing with financial data all the time. Brush up on your knowledge of financial markets and investment strategies before the interview. Be ready to discuss recent trends or news in the investment world, as this shows your genuine interest and understanding of the field.
✨Excel is Your Best Friend
Since experience with Excel is a key requirement, make sure you can confidently talk about your skills. Prepare to discuss specific functions or projects where you've used Excel to analyse data or create reports. If possible, bring examples of your work to showcase your abilities.
✨Show Your Communication Skills
Effective communication is crucial in this role. Practice explaining complex investment concepts in simple terms, as you may need to present ideas to clients or team members. During the interview, demonstrate your ability to articulate your thoughts clearly and concisely.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about Quantum Advisory's approach to investment strategies or their training programmes. This not only shows your enthusiasm for the role but also helps you gauge if the company aligns with your career goals.