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For Companies At a Glance
- Tasks: Conduct investment research and provide insights to help clients make informed decisions.
- Company: Join Wealth Club, the UK's leading investment platform for high-net worth investors.
- Benefits: Competitive salary, annual bonuses, 25 days holiday, and a great benefits package.
- Why this job: Be part of an entrepreneurial culture where your contributions directly impact company growth.
- Qualifications: CFA or CISI Level 7, advanced Excel skills, and experience in investment analysis.
- Other info: Work in a collaborative office environment in Clifton, Bristol.
The predicted salary is between 36000 - 60000 £ per year.
Are you a bright and ambitious investment professional looking for an exciting opportunity? We want to hear from you. Wealth Club is the UK’s leading investment platform for high-net worth investors. We started 10 years ago and now have 65k+ members, over 13.5k clients and £1.8bn AUM.
We offer our clients compelling investment opportunities they cannot get elsewhere – and we make it easy for them to invest. We provide tons of well-researched investment information to help them make their own decisions. Once they decide, we make it easier for them to apply and manage their investments online.
We offer:
- Tax-efficient investments (Venture Capital Trusts, Enterprise Investment Scheme and Seed Enterprise Investment Scheme funds)
- A discretionary managed portfolio service, offering the type of portfolio a private bank might construct for you for the same cost as a DIY platform
- Access to Private Markets through semi-liquid, evergreen funds from some of the world’s leading managers, from Apollo to EQT
We are now looking to expand our Investment Research team with up to three new Analysts. The exact role will depend on your experience, talents and ambitions.
Responsibilities
- Help maintain the website reviews of all tax-efficient products, with twice-yearly updates
- Maintain regular contact with investment managers
- Maintain performance information on all the funds
- Conduct due diligence on any new funds to be offered
- Help maintain the website reviews of all Private Markets funds, with quarterly updates
- Quantitative and qualitative fund research
- Create and present fund research reports and make investment recommendations to the Investment Committee
- Attend monthly portfolio meetings and provide input on the management of portfolios: maintaining asset allocation framework and ensuring portfolios are aligned with our risk management framework
- Willingness to engage with journalists on the full range of investments offered
Qualifications
- CFA or CISI Level 7
- Advanced Excel skills
- Experience working with Morningstar Direct
- First-hand experience in building and maintaining fund research screens, portfolio analytics, and risk models
- Knowledge about tax-efficient investments
- Knowledge about investment trusts
- Knowledge about private markets
- Experience managing investment portfolios, presenting fund ideas and challenges to an investment committee
- Experience interviewing fund managers
- Willingness to be inventive and entrepreneurial
What you get
Investment research is at the core of what we do. We have an entrepreneurial culture: we really want everyone to succeed and help you do so. If you are instrumental to the company’s growth, you’ll be rewarded handsomely.
- Competitive salary, based on your experience
- Annual discretionary bonus: if you’re good and the company does well, you will get an annual discretionary bonus. For the best people, this is not a token. It can be a significant amount
- 25 days of paid holidays a year plus bank holidays
- Pension contributions
- Attractive benefits package
Important
We all work from our office in Clifton, Bristol. Nobody works remotely. We find Teams, Zoom, Slack or whatever other clever collaboration tool are no substitute for being able to walk to someone’s desk or bounce ideas off each other whilst waiting for the kettle to boil. This works for us. Please don’t apply if you don’t think it will work for you.
Investment Analyst in Bristol employer: Wealth Club
Contact Detail:
Wealth Club Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst in Bristol
✨Tip Number 1
Network like a pro! Reach out to current employees at Wealth Club on LinkedIn or attend industry events. A friendly chat can give us insights into the company culture and maybe even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your investment knowledge. Be ready to discuss tax-efficient investments and private markets. We want to see your passion and expertise shine through!
✨Tip Number 3
Showcase your analytical skills! Bring examples of your previous work, like fund research reports or portfolio analytics. We love seeing how you think and approach investment challenges.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re serious about joining our team at Wealth Club.
We think you need these skills to ace Investment Analyst in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight relevant experience, especially in investment research and portfolio management. We want to see how your skills align with what we do at Wealth Club!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment and how you can contribute to our team. Be genuine and let your personality come through – we love that!
Showcase Your Skills: Don’t forget to showcase your advanced Excel skills and any experience with Morningstar Direct. If you've got knowledge about tax-efficient investments or private markets, make sure to mention it. We’re looking for those standout skills!
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 don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Wealth Club
✨Know Your Numbers
As an Investment Analyst, you'll need to be comfortable with data. Brush up on your quantitative skills and be ready to discuss key metrics related to investment performance. Familiarise yourself with the latest trends in tax-efficient investments and private markets, as these will likely come up during your interview.
✨Showcase Your Research Skills
Prepare to demonstrate your ability to conduct thorough fund research. Bring examples of past reports or analyses you've created, and be ready to discuss your methodology. This will show that you can contribute to maintaining the website reviews and conducting due diligence effectively.
✨Engage with the Team
Since collaboration is key at Wealth Club, be prepared to discuss how you work within a team. Share experiences where you've successfully collaborated with colleagues or investment managers. Highlight your willingness to engage with journalists, as communication is crucial in this role.
✨Be Entrepreneurial
We value inventiveness and entrepreneurial spirit. Think of ways you could bring fresh ideas to the table. During the interview, share any innovative strategies you've implemented in previous roles or how you've approached challenges creatively. This will resonate well with the company culture.
