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.
Role Overview
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.
Key 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, 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
- Adhering to regulatory and compliance guidance at all times while consistently delivering to the highest service standards
- Demonstrating flexibility to respond to the needs of the business and its clients
- Producing well‑written and grammatically correct internal and external communications and reports
- Managing complex workloads, multi‑tasking, prioritising and meeting strict deadlines
- Working unsupervised to manage workload and meet deadlines
Qualifications and Experience
- Educated to degree level or equivalent, either academically or professionally
- 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
- 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 verbal and written communication skills
- Ability to work as part of a team and maintain a positive, resilient and flexible approach to work
Benefits
- Competitive salary with the opportunity to earn an annual bonus
- 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 individual needs
- The option to buy additional holiday days
- Cycle to work scheme
- Paid volunteering days each year
- Employee Assistance Programme with access to a 24/7 helpline
- Access to a free mortgage service through our internal mortgage team
- Employee Forum and Diversity & Inclusion group
- Local and companywide events in support of our company charities
