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Investment Analyst Graduate

Employer
BWD Search & Selection
Location
Somerset
Salary
20000.00 - 27000.00 GBP Annual
Closing date
26 Nov 2021

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Specialism
Finance
Sector
Banking & Financial Services
Role Type
Graduate, Other work and training
Start Date
Immediate
Duration
Permanent
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A problem? I can solve that!

Current affairs and trends? I'm up to date with that!

A fulfilling career in investments? I want that!

If this rings true of your internal monologue, then we have just the position for you.

We are looking for a driven and enthusiastic graduate in a numerate subject wanting to kickstart their career as an investment analyst.

This role will give you the opportunity to utilise your analytical mindset to assist your team in a variety of responsibilities and to join a firm that will invest in you.

You'll be getting involved with:
  • Investment strategy reviews, manager recommendation and transfer advice reports - primarily drafting.

  • Transfer of assets between investment managers including opening accounts, arranging asset transfers, and reconciling trades.

  • Production of periodic investment reports including analysis of effectiveness of hedging assets.

  • Production of Statement of Investment Principles documents.

  • Helping other parts of the business in production of scheme annual reports, implementation statements, scheme returns and cashflow management.

  • Conducting quantitative and qualitative research on investment funds and managers.

  • Pension scheme assets and liabilities.

If you have a desire to work within an investment consultancy environment and most importantly a desire to learn, send me a message for an initial chat or apply directly below:
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