Investment Analyst

Hoksaa; Cardiff; Hybrid; GBP 28,000 - 32,000; Full time

Job summary

A financial consultancy in Cardiff is seeking an Investment Analyst to join their team. The role involves supporting the investment team in delivering professional client service, with responsibilities that include routine reporting, designing investment strategies, and ensuring compliance. Candidates should be graduates with interest in financial markets and be looking to pursue professional qualifications. The position offers a competitive salary, flexible working, and a structured training plan.

Benefits

Competitive salary and benefit package

Flexible working hours

Structured training plan

24 days annual leave

Pension scheme with employer matching

Annual performance bonus

Volunteering leave

Cycle to work scheme

Seasonal parties and social events

Qualifications

• Graduate with an interest in financial markets or relevant experience.
• Experience in investment, pensions, or actuarial work is advantageous but not essential.

Responsibilities

• Routine reporting on clients' investments.
• Designing investment strategies.
• Planning and managing asset transfers.
• Preparing papers for trustee meetings.
• Ensuring compliance with governance requirements.
• Liaising with fund managers for investment information.

Skills

Interest in financial markets

Experience using Excel

Good communication

Self-organisation

Attention to detail

Pro-active work approach

Education

Graduate degree

Tools

Statistical software

Job description

Quantum Advisory have an exciting opportunity for an Investment Analyst to join the team.

Salary: £28,000 to £32,000 depending on experience

Location: Cardiff, CF3 0LW, with hybrid working

Job Type: Full Time, Permanent

About Us

At Quantum Advisory, we're committed to delivering high-quality services while ensuring value for our clients. With offices in Amersham, Birmingham, Cardiff, and London, our team consists of Partners who have previously led actuarial and pension consulting teams at major firms.

With a first-class pedigree and extensive experience, there's little in the realm of pensions work that we haven't undertaken. By investing in talented individuals, robust systems, and fostering proactive solution-based thinking, we aim to provide a premium service to our clients.

Work for us and you will become part of a close-knit team that is skilled, experienced and passionate about delivering a high-quality consultancy service to our corporate and trustee clients.

Investment Analyst - The Role

Working within the pension's industry you will be supporting the investment team in delivering a high-quality professional client service to both internal and external customers. Working as part of the investment team you will be instrumental in its ongoing development to attain profitable and sustainable growth through effective client management.

This role is an opportunity to progress your investment career. Working as part of a small team there is a large focus on training and development. You will be encouraged to actively contribute to internal discussions and new ideas to improve your knowledge and the services we provide our clients with.

There will be the opportunity for you to study towards relevant IMC and CFA professional qualifications to support your progress and development.

Investment Analyst - Key Responsibilities

• Routine reporting on clients' investments
• Designing investment strategies
• Planning and managing asset transfers
• Preparing papers and presentations for trustee meetings
• Ensuring compliance with various governance requirements
• Obtain and record relevant, up to date investment information by liaising with fund managers and carrying out research and analysis

Investment Analyst - You

• The ideal candidate will be a graduate who has an interest in financial markets and or has already gained experience working in a similar or related field and be looking to continue your professional qualifications
• Have experience of using Excel and other statistical software
• A good communicator whose strengths are their self-organisation and attention to detail
• Able to work to tight deadlines and take a pro-active approach to your work
• Experience in, knowledge of and understanding of investment, pensions or actuarial work (advantageous but not essential)

Investment Analyst - Benefits

• A competitive salary and benefit package
• Flexible working hours, including some remote working
• Structured training plan and opportunity to further develop your skills and career
• 24 days standard annual leave with a holiday purchase/sale scheme
• Pension scheme with employer matching contributions up to 5% of salary
• Annual performance bonus
• Volunteering leave
• Cycle to work scheme
• Seasonal parties and social events

Quantum Advisory is an equal opportunities employer.

Apply

If you are interested in applying for this Investment Analyst role, please click ‘Apply' now.