At a Glance
- Tasks: Analyse portfolios and produce 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: Commitment to inclusion and support for all applicants.
- 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 Banking Group
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 valuable personal connections can be in landing that dream job.
✨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 boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio of your work, including any investment analyses or reports you've done. This will give potential employers a tangible sense of what you can bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly 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 throughout your application. Whether it's through your studies, reading, or any relevant experience, we want to see that you’re genuinely excited about the 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.
Highlight Your Attention to Detail:Since this role requires high accuracy, showcase examples where you've demonstrated attention to detail in your previous work or studies. We love seeing evidence of your ability to deliver quality work!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details 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 Banking Group
✨Know Your Numbers
As an Investment Analyst, you'll be dealing with data and portfolios. Brush up on your Excel skills and be ready to discuss how you've used data in past roles. Prepare some examples of how you've turned complex data into clear insights.
✨Communicate Clearly
This role requires you to explain information without jargon. Practice summarising investment concepts in simple terms. You might even want to prepare a few scenarios where you've had to communicate complex ideas to non-experts.
✨Show Your Passion for Investments
Demonstrate your interest in investments through your studies, reading, or any relevant experience. Be prepared to discuss recent market trends or investment strategies that excite you. This will show your enthusiasm and commitment to the field.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, the investment process, and opportunities for growth within the company. This not only shows your interest but also helps you gauge if the company is the right fit for you.
