Investment Analyst

Job Description

Investment Analyst // Financial Services // £45,000-£50,000 & Benefits // Penarth // Hybrid WorkingOur client is an ambitious, multi-award-winning online investment company located in South Wales. Theyre here to inspire anyone to build their future wealth, and they do this by making investing easy, affordable, and accessible. Theyre rapidly growing, and so are hiring talented people who are purpose driven and want to use and develop their skills to deliver an awesome experience to their customers. The team is engaging, inquisitive, and inclusive, reflecting many different beliefs and backgrounds. They welcome people who can bring a new way of thinking to the team, and work towards a shared goal to deliver an exceptional investment experience.The Role: The successful candidate will work closely with, and in support of, the existing team of CIO, Deputy CIO and Investment Managers to manage investor portfolios, with a primary focus on long run superior risk adjusted returns. The role encompasses all aspectsof portfolio management including macro-economic research, fund research and selection, risk management, process improvement and client engagement.About You:Relevant Bachelors Degree essential, preferably from a mathematics, economics, or finance-based discipline.Relevant Masters, and/or additional Level 7 qualifications a plus.Demonstrated enthusiasm for investment and markets. Comfortable making investment recommendations and having them challenged.Experience of macro-economic strategy, including making investment recommendations.Experience of third-party fund analysis and selection, including making investment recommendations.Ability to form market relationships and assist in portfolio analysis essential.Ability to manage workflow and be self-motivated.Ability to adjust priorities/workload in real time. Responsive to changing demands in workflows.Strong Excel, VBA and Bloomberg skills essential. Python familiarity a positive.Morningstar Direct experience a plus.Strong cultural emphasis on collegiate behaviour. Expected to work with fellow investment professionals across the team to support idea generation.Adherence to highest ethical standards. Commitment to high work quality and timely results.This position would suit someone with 2-3 years front-office experience in macro-economic research and investment strategy seeking to grow into a portfolio management role. Fund selection and research experience is also desired, as is experience in a multi-assetenvironment. A grounding in a process-driven environment with a focus on investment performance would be preferred. Active portfolio management experience would also be a positive but is not essential.Whatyoullget: 24 days holiday a year - plus bank holidays (youll earn an extra day holiday for each full year youre with us, up to 28 days) Flexible/Hybrid workingFlexible working hoursin line with business needs Annual bonus between 0-20% of your annual salarywhich is linked to both the company and individual performance.Private Medical InsuranceDeath in ServiceCover(X3 yourannual salary)Income Protection InsuranceMinistry of Fun - providing plenty ofsocialactivities andevents throughout the yearOffices in the picturesque Penarth MarinaFree office gymFree parking nearbyPlease email me Connor Heffy at , call on or apply for the role to receive the full job spec!Investment Analyst // Financial Services // £45,000-£50,000 & Benefits // Penarth // Hybrid WorkingBy applying to this advert you are giving CPS Group (UK) Ltd authority to hold and process your data for this specific role and any other roles we may deem suitable to you over time. We will not pass your data to any third party without your verbal or writtenpermission to do so. All incoming and outgoing calls are recorded for training and compliance purposes. CPS Group (UK) Ltd is acting as an Employment Agency in relation to this vacancy. Our new privacy policy can be found here https://company-policies