Junior Investment Analyst - Research & Portfolio Support

Morgan Mckinley (Crawley); Horsham; On-site; GBP 25,000 - 34,000; Full time

Job summary

Morgan McKinley is seeking a Junior Analyst to join a well-established business in the Horsham area. This is an opportunity for someone with roughly one year of investment analysis experience to grow technical expertise and build a career in the investment industry.

The role focuses on researching funds, ETFs, and model portfolios, preparing reports for senior stakeholders, and monitoring markets and investment developments. A strong Excel/Microsoft Office skillset is essential.

Qualifications

• Around 1 year's investment analysis experience.
• Strong interest in financial markets and investments.
• Good Excel and Microsoft Office skills.
• IMC qualified, studying towards it, or willing to work towards the qualification.

Responsibilities

• Research and analyse funds, ETFs, investment trusts, model portfolios and other investment solutions.
• Support the development and review of model portfolios.
• Conduct performance and investment analysis and prepare clear reports for senior stakeholders.
• Monitor markets, financial news and investment product developments.
• Support investment platform administration and maintain accurate records and data.
• Respond to investment-related queries and provide research and analytical support to the wider team.
• Contribute to market commentary and ongoing investment projects.

Skills

Excel

Microsoft Office

Analytical thinking

Education

IMC qualification or studying towards it

Job description

Morgan McKinley is seeking a Junior Analyst to join a well-established business in the Horsham area. This is an opportunity for someone with roughly one year of investment analysis experience to grow technical expertise and build a career in the investment industry.

The role focuses on researching funds, ETFs, and model portfolios, preparing reports for senior stakeholders, and monitoring markets and investment developments. A strong Excel/Microsoft Office skillset is essential.