Junior Analyst

Morgan McKinley; Horsham; On-site; GBP 26,000 - 34,000; Full time

Job summary

Morgan McKinley is seeking a Junior Analyst to join a well-established business in the Horsham area. This role is ideal for someone with around one year of investment analysis experience who wants to expand their technical expertise and build a career in the investment industry.

You will research funds, ETFs and model portfolios, support the development of portfolios, and prepare clear reports for senior stakeholders. Strong Excel and MS Office skills are essential, IMC qualification welcomed.

Qualifications

• Around 1 year's investment analysis experience or relevant experience.
• Strong interest in financial markets and investments.
• Good Excel and Microsoft Office skills.

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

Interest in financial markets

Analytical mindset

Attention to detail

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.