Junior Analyst

Morgan McKinley; Crawley; On-site; GBP 25,000 - 35,000; Full time

Job summary

Morgan McKinley in Horsham is seeking a Junior Analyst with around one year of investment analysis experience to join a well-established business and build a long-term career in the investment industry.

You will research funds, ETFs and investment trusts, support the development of model portfolios, prepare performance analyses and reports for senior stakeholders, and monitor markets to provide timely research and data-driven insights.

Qualifications

• Around 1 year of investment analysis experience or related role.
• Good Excel and Microsoft Office skills.
• IMC qualification being pursued or willing to work toward it.

Responsibilities

• Research and analyse funds, ETFs, investment trusts and model portfolios.
• Support development and review of model portfolios.
• Conduct performance analysis and prepare reports for senior stakeholders.
• Monitor markets and financial news for investment product developments.
• Support investment platform administration and maintain records.

Skills

Investment analysis

Research

Attention to detail

Financial markets interest

Team collaboration

Education

IMC qualification

Tools

Excel

Microsoft Office

Job description

Morgan McKinley is seeking a Junior Analyst to join a well-established business in the Horsham area. This position is ideal for someone with approximately one year of experience in investment analysis or a related role, who is eager to expand their technical expertise and develop a career in the investment industry.

Key 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.

About You:

• Around 1 year's investment analysis experience or relevant 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.