At a Glance
- Tasks: Analyse portfolios and create clear investment updates for clients and colleagues.
- Company: Join Weatherbys Banking Group, a diverse and inclusive workplace.
- Benefits: Competitive salary, hybrid work model, and opportunities for career 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 attention to detail, and good Excel skills.
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 Private Bank
At Weatherbys Banking Group, we pride ourselves on being an excellent employer, offering a dynamic work culture that fosters collaboration and innovation. Located in London, our hybrid working model allows for flexibility while providing opportunities for professional growth within a supportive team environment. With a commitment to diversity and inclusion, we ensure that every employee feels valued and empowered to contribute their unique perspectives.
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, especially those who work at Weatherbys Banking Group. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by brushing up on your Excel skills and understanding investment concepts. We recommend practising common interview questions and even doing mock interviews with friends to build your confidence.
✨Tip Number 3
Showcase your passion for investments! During interviews, share what you've been reading or any projects you've worked on. This will demonstrate your genuine interest and help you stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're keen on joining our team at Weatherbys Banking Group.
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 that you’re genuinely excited about 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.
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 candidates who take pride in delivering 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 Private Bank
✨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. Bring examples of charts or reports you've created to showcase your analytical abilities.
✨Communicate Clearly
Since the role involves explaining complex information, practice breaking down investment concepts into simple terms. You might even want to prepare a short explanation of a recent investment trend or portfolio update to demonstrate your communication skills during the interview.
✨Show Your Passion for Investments
Make sure to convey your genuine interest in investments. Whether it's through relevant coursework, books you've read, or market trends you follow, share specific examples that highlight your enthusiasm and knowledge in the field.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, the investment process, or the company's approach to client communication. This not only shows your interest but also gives you a chance to assess if the company is the right fit for you.
