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- Tasks: Conduct fund research and present investment recommendations to support product reviews.
- Company: Leading investment platform in Bristol with a focus on collaboration and performance.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make impactful investment decisions in private markets.
- Qualifications: CFA or CISI Level 7 certification and strong Excel skills required.
- Other info: Entrepreneurial culture that rewards performance and fosters career growth.
The predicted salary is between 28800 - 48000 £ per year.
A leading investment platform in Bristol is seeking an Investment Analyst to help maintain product reviews, conduct fund research, and present investment recommendations. The ideal candidate will hold a CFA or CISI Level 7 and possess strong Excel skills. You will collaborate closely with investment managers in an office environment, contributing to a team-focused culture that values entrepreneurial spirit and rewards based on performance.
Investment Analyst – Private Markets & Research in Bristol employer: Wealth Club
Contact Detail:
Wealth Club Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst – Private Markets & Research in Bristol
✨Tip Number 1
Network like a pro! Reach out to current or former employees at the investment platform in Bristol. A friendly chat can give us insider info and might even lead to a referral.
✨Tip Number 2
Prepare for those interviews! Brush up on your Excel skills and be ready to discuss your fund research experience. We want to show them we’re not just about theory but can apply our knowledge practically.
✨Tip Number 3
Show off your entrepreneurial spirit! During interviews, share examples of how you’ve taken initiative in past roles. This will resonate with their team-focused culture and highlight our proactive approach.
✨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 we’re serious about joining their team.
We think you need these skills to ace Investment Analyst – Private Markets & Research in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight your CFA or CISI Level 7 qualifications and any relevant experience in fund research or product reviews. We want to see how your skills align with what we’re looking for!
Show Off Your Excel Skills: Since strong Excel skills are a must, don’t forget to mention any specific projects or tasks where you’ve used Excel effectively. We love seeing how you can crunch numbers and present data in a clear way!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about private markets and how you can contribute to our team-focused culture. Let us know what makes you tick and why you’d be a great fit!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Wealth Club
✨Know Your Numbers
As an Investment Analyst, you'll need to demonstrate your strong Excel skills. Brush up on financial modelling and data analysis techniques. Be prepared to discuss how you've used these skills in past roles or projects.
✨Research the Company
Familiarise yourself with the investment platform's products and recent market trends. This will not only show your interest but also help you tailor your responses to align with their values and goals.
✨Prepare for Technical Questions
Expect questions that test your understanding of private markets and fund research. Review key concepts and be ready to explain your thought process when making investment recommendations.
✨Show Your Team Spirit
Since the role involves collaboration with investment managers, highlight your experience working in teams. Share examples of how you've contributed to a team-focused culture and how you handle feedback and performance-based rewards.
