At a Glance
- Tasks: Analyse portfolios and create clear investment updates using data and charts.
- Company: Join Weatherbys Banking Group, a diverse and inclusive workplace.
- Benefits: Competitive salary, hybrid work model, and opportunities for growth.
- Other info: Opportunity to take on more responsibility as you grow your knowledge.
- Why this job: Gain hands-on experience in investments and make your voice heard in a small team.
- Qualifications: Interest in investments, strong Excel skills, and attention to detail.
The predicted salary is between 36000 - 41000 € per year.
London (hybrid, 3 days a week onsite) £36,000 - £41,000 per annum
Working closely with the Head of Investments you’ll support the day-to-day work that keeps the function running, from analysing portfolios to turning complex data into something clients and colleagues can understand.
What you’ll be doing:
- Producing weekly investment updates using data, charts and clear writing.
- Supporting day-to-day investment work and portfolio reporting.
- Responding to questions from colleagues and clients.
- Supporting fund selection, due diligence and manager reviews.
- Assisting with portfolio reviews, with scope to take on more over time.
What makes this role different:
- You’ll get exposure to different areas of the investment process, from analysis through to client communication.
- There’s variety in the work and a chance to build real understanding quickly.
- You’ll also be working in a small team, which means visibility, responsibility and the opportunity to have your thinking heard.
- Scope to take on more responsibility over time as your knowledge builds.
What matters for this role:
- A clear interest in investments, shown through study, reading or experience.
- High attention to detail and accuracy.
- Ability to communicate clearly and explain information without jargon.
- Evidence you can deliver work to a good standard.
- Strong Excel skills.
It would be good for you to have:
- Some experience in a related role.
- Familiarity with coding.
Our commitment to inclusion:
At Weatherbys Banking Group, we’re committed to building a diverse and inclusive workplace where everyone feels respected, supported, and empowered to thrive. We believe that different perspectives and lived experiences make us stronger, and we actively welcome applications from people of all backgrounds and communities. As a proud Disability Confident Committed employer, we’re dedicated to creating an environment that’s accessible and inclusive for all. If you have a disability and meet the minimum criteria for the role, you’ll be guaranteed an interview. If you need any adjustments during the recruitment process, please let us know we are here to support you.
Investment Analyst employer: Weatherbys Bank Ltd
At Weatherbys Banking Group, we pride ourselves on being an excellent employer, offering a dynamic work culture that fosters collaboration and innovation. As an Investment Analyst in London, you'll benefit from a hybrid working model, competitive salary, and the opportunity to grow your skills within a supportive team environment. Our commitment to diversity and inclusion ensures that every employee feels valued and empowered, making this a truly rewarding place to advance your career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the investment field, attend industry events, and connect with professionals on LinkedIn. We can’t stress enough how personal connections can open doors that applications alone can’t.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to investment analysis. We recommend doing mock interviews with friends or mentors to build your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work, like investment reports or analyses you’ve done. We love seeing tangible proof of your abilities, so don’t be shy about sharing your achievements.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate candidates who are eager to dive into the investment world with us.
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Show Your Passion for Investments:Make sure to highlight your interest in investments in your application. Whether it's through your studies, reading, or any relevant experience, we want to see what drives you in this field!
Be Clear and Concise:When writing your application, keep it straightforward and avoid jargon. We appreciate clarity, so make sure your points are easy to understand and get straight to the point.
Demonstrate Attention to Detail:We’re looking for evidence of your attention to detail and accuracy. Double-check your application for any typos or errors before submitting it, as this reflects your commitment to quality work.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Weatherbys Bank Ltd
✨Know Your Numbers
Brush up on your investment knowledge and be ready to discuss key metrics and trends. Familiarise yourself with recent market developments and how they might impact portfolios. This shows genuine interest and helps you engage in meaningful conversations.
✨Excel Like a Pro
Since strong Excel skills are crucial for this role, practice using functions, pivot tables, and data visualisation techniques. Be prepared to demonstrate your proficiency during the interview, as it could come up in practical scenarios.
✨Communicate Clearly
Practice explaining complex investment concepts in simple terms. You might be asked to present a piece of analysis or respond to questions from colleagues. Clear communication is key, so focus on being concise and jargon-free.
✨Show Your Curiosity
Express your eagerness to learn and grow within the investment field. Ask insightful questions about the team’s processes and the company’s approach to investments. This not only shows your interest but also your potential to take on more responsibility over time.
