INVESTMENT ANALYST recruitment

The role requires a highly analytical self-starter, driven, detailed orientated, ambitious, enthusiastic, and extremely well organized individual with a passion for investments.

Principal responsibilities

The Investment Analyst will report directly to the CIO and will assist the CIO in the identification and monitoring of portfolio holdings.

You will be expected to maintain the due diligence process for investment selection and monitoring.

To engage and debate investment ideas in a constructive manner.

Excellent communication skills are a prerequisite for both internal investment meetings and external marketing.

Experience of quantitative/risk analysis - including ex-ante risk, stress testing, scenario analysis, and multi factor attribution.

Aid in the training and coaching of junior staff members

Help to manage relationships with both external and internal clients (sales team).

Knowledge / Experience

University educated. 

CFA Charterholder / IIMR Associate

Investment Management Certificate

FSA Registered individual with CF30

Three years + buy-side experience due to the breadth of coverage and an appreciation of the investment process, asset allocation, clients appetite for risk etc

Strong experience of analyzing equities, with a demonstrable level of expertise in the Global Universe AND a demonstrable interest in the equity markets

Previous experience of analyzing companies based on fundamental analysis, constructing profit forecasts and the appraisal of the financial position of companies

Focused, results-driven individual with high degree of attention to detail and accuracy

Numerate with advanced excel skills

Strong modelling and analytical skills

Ability to multi-task

Ambitious and driven to take-on a fairly wide range of responsibilities

Strong working experience with Bloomberg, Microsoft Office including PowerPoint

Excellent communicator

Team player, although equally capable of working alone

Pleasant personality, ability to deal with clients as well as small team at the office

Help promote a positive and professional work environment.