Junior Investment Analyst in Bath

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

The Junior Investment Analyst reports to the Head of Investment Management and will be a member of Chase de Vere’s Investment Management Team. The Junior Investment Analyst is primarily responsible for the quarterly maintenance and delivery of the Chase de Vere Fund Panels, including a number of other investment panels. The Fund Panels are used by 200 plus Chase de Vere advisers across the company’s offices nationwide. The role is based in the company’s office in central Bath, where the Head of Investment Management is also based.

WHAT YOUR ROLE WILL INVOLVE

The key element of the role will be to construct and maintain both simple and complex spreadsheets. This will require the Junior Investment Analyst to be extremely proficient in using Excel. In addition, the Junior Investment Analyst will be required to identify and improve efficiencies with regards to current processes. The role is instrumental in the maintenance and development of Chase de Vere’s Investment Proposition (including the advisory business and Discretionary Model Portfolio service), working with external research companies and product providers in requesting and collating information.

Responsibilities:

• Maintaining and developing the company’s core investment fund panels
• Constructing simple and complex spreadsheets that will support the quantitative requirements of the fund panels
• Constructing simple and complex spreadsheets that will support the discretionary model portfolio service
• Assisting with the provision of data, numerical and graphic, that will be used in regular updates and reporting
• Working with external research companies and product providers for collating regular and ad-hoc information requests
• Assisting in the administration of the Investment Proposition across multiple investment platforms
• Producing and maintaining process documents for role responsibilities
• Adhere to regulatory and compliance guidance at all times while consistently delivering to the highest service standards
• Demonstrate flexibility to respond to the needs of the business and its clients
• Have a high level of written English and the ability to produce well written and grammatically correct internal / external communications and reports
• Ability to manage complex workloads and the ability to multi-task, and prioritise
• Ability to work unsupervised to manage workload and meet strict deadlines

There will be the scope and opportunity for development within the role including moving towards:

• Analytical fund research
• Liaising with fund providers and fund managers
• Contributing fund ideas to the Fund Panels and / or Discretionary Model Portfolios

WHAT YOU WILL NEED

Qualifications: Educated to degree level or equivalent, either academically or professionally.

Experience: A track record of successfully performing administrative responsibilities – a strong compliance and regulatory focus preferred; An understanding of the financial services sector and regulatory context.

Skills:

• Extremely proficient in the use of Microsoft Excel – e.g. complex formulas, VBA etc.
• Superior organisational, operational and administrative skills;
• Exceptional attention to detail;
• Strong communication skills, both verbal and written;
• The ability to work as part of a team and maintain a positive, resilient and flexible approach to work.

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays
• Contributory pension scheme
• Life assurance – 4 x annual salary
• Comprehensive induction and training programme
• Funded exams and paid study leave
• A wide range of voluntary flexible benefits to suit your individual needs
• The option to buy additional holiday days
• Cycle to work Scheme
• Paid volunteering days each year