Investment Analyst in Cardiff

Investment Analyst in Cardiff

Cardiff Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the investment team in delivering top-notch client service and conducting research.
  • Company: Reputable pension and investment consulting firm with a focus on growth.
  • Benefits: Competitive salary, bonus package, full study support, and career progression opportunities.
  • Why this job: Join a dynamic team and make a real impact in the investment sector.
  • Qualifications: 2-3 years in pensions/investment consultancy; honours graduate preferred.
  • Other info: Excellent communication skills and relationship building are key to success.

The predicted salary is between 28800 - 48000 £ per year.

As a result of continued expansion, our client, a well-established and reputable pension and investment consulting firm, is currently looking for an experienced Investment Analyst to join their growing team.

Candidates will be responsible for supporting the investment team in delivering a high-quality professional client service whilst being instrumental in the ongoing development of the investment unit to attain profitable and sustainable growth through effective client management. You will offer support to Investment Consultants including obtaining and recording relevant up-to-date investment information by liaising with fund managers and carrying out research and analysis.

Experience:

  • Candidates need to have previous experience of working within a pensions/investment consultancy environment for at least 2-3 years.
  • Honours graduate is preferred.
  • IMC, CFA and/or actuarial exams preferred.
  • Experience in, knowledge of and understanding of investment, pensions, or actuarial work would be advantageous.
  • Excellent communication and interpersonal skills and strong relationship building.

In return, our client is looking to offer a competitive basic salary as well as an excellent benefits and bonus package (including full study support) and plenty of opportunities for career progression within this growing organisation.

Investment Analyst in Cardiff employer: Switch Recruitment Services Ltd

Our client is an exceptional employer, offering a dynamic work culture that prioritises professional development and employee well-being. With a competitive salary and comprehensive benefits package, including full study support, employees are encouraged to grow their careers within a supportive environment that values collaboration and innovation in the investment consulting sector.
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Contact Detail:

Switch Recruitment Services Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Analyst in Cardiff

✨Tip Number 1

Network like a pro! Reach out to your connections in the investment and pensions world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Investment Analyst role!

✨Tip Number 2

Prepare for those interviews! Research the company and its investment strategies thoroughly. Be ready to discuss how your experience aligns with their needs, and don’t forget to have some insightful questions up your sleeve to show you’re genuinely interested.

✨Tip Number 3

Showcase your skills! Create a portfolio or a presentation that highlights your previous work in investment analysis. This can really set you apart from other candidates and give potential employers a taste of what you can bring to their team.

✨Tip Number 4

Apply through our website! We’ve got loads of opportunities waiting for you. Make sure your application stands out by tailoring it to each job, highlighting your relevant experience in pensions and investment consultancy. Let’s get you that dream job!

We think you need these skills to ace Investment Analyst in Cardiff

Investment Analysis
Pensions Knowledge
Actuarial Understanding
Client Management
Research Skills
Data Analysis
Communication Skills
Interpersonal Skills
Relationship Building
IMC Certification
CFA Certification
Attention to Detail
Team Collaboration
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight your experience in pensions and investment consultancy, and don’t forget to mention any relevant qualifications like IMC or CFA. We want to see how your background aligns with what we’re looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your skills can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!

Showcase Your Analytical Skills: As an Investment Analyst, strong analytical skills are key. In your application, provide examples of how you've used these skills in previous roles. Whether it’s through research, analysis, or client management, we want to see your expertise in action!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at Switch Recruitment Services Ltd

✨Know Your Numbers

As an Investment Analyst, you'll need to be comfortable with financial data. Brush up on key metrics and recent market trends relevant to the firm. This will not only show your expertise but also your genuine interest in the role.

✨Research the Firm

Dive deep into the company's background, their investment strategies, and recent projects. Understanding their client base and how they operate will help you tailor your answers and demonstrate that you're a great fit for their team.

✨Prepare Thoughtful Questions

Interviews are a two-way street. Prepare insightful questions about the firm's approach to investment consulting and how they support their analysts' growth. This shows you're engaged and serious about your potential role.

✨Showcase Your Soft Skills

While technical skills are crucial, don't forget to highlight your communication and relationship-building abilities. Share examples of how you've successfully collaborated with teams or clients in the past to illustrate your interpersonal strengths.

Investment Analyst in Cardiff
Switch Recruitment Services Ltd
Location: Cardiff

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