Junior Analyst, Convertible Bonds

Redwheel; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A prominent investment management firm in London seeks a highly motivated Junior Analyst for a 2-year fixed term contract. Responsibilities include supporting portfolio administration, maintaining financial models, and assisting in fundamental research. Candidates should possess strong analytical skills and a Bachelor's degree. This opportunity offers training and potential for professional qualification pursuits like CFA.

Qualifications

• Up to 2 years’ experience in investment research or financial market analysis.
• Familiarity with company financial statements and financial modeling is a bonus.
• Completion of CFA Level 1 or similar qualification is a plus.

Responsibilities

• Maintain spreadsheets to monitor exposures and pricing.
• Assist with month-end reporting and fundamental research.
• Build and maintain financial models for valuation.

Skills

Analytical skills

Proficient in Excel

Ability to work independently

Critical thinking

Commitment to continuous learning

Education

Bachelor's degree or equivalent

Tools

Excel

PowerPoint

Bloomberg

Job description

We are seeking a highly motivated individual to join our Convertible Bonds team as a Junior Analyst on an initial 2-year fixed term contract. In this position, you will play an important role in supporting the team and gain experience in the asset class. You are expected to have strong mathematical and analytical skills to help support the team on portfolio administration across our funds. The role will also develop into equity and credit analysis contributions to the team.

Throughout the fixed term contract there may be the opportunity to complete formal training in financial modelling and pursue professional qualifications such as the CFA designation.

About Redwheel’s Convertible team

Our team is among the longest standing at Redwheel with decade long track records. We manage 3 strategies and have recently launched an additional innovative product in the asset class that we believe to have significant growth potential.

Key responsibilities

• Maintaining spreadsheets to monitor exposures / pricing
• Helping with month end reporting
• Assisting with fundamental research on names
• Building and maintaining financial models for company valuation and ongoing investment monitoring
• Organizing and maintaining proprietary data, documents and research tools
• Assisting in the preparation of materials for meetings with clients, company management teams and internal stakeholders
• Assisting in fund administration and record keeping as required
• Providing broader support to the investment team.

Core skills

• Strong analytical skills, proficient in Excel with coding a bonus but not a requirement
• Ability to work both independently and as part of a small, close-knit team, with the ability to be receptive to guidance and feedback
• Intellectually curious, capable of thinking critically and communicating your conclusions and research findings
• It is not a requirement to have experience or knowledge of the convertible market however a motivation to develop an understanding is required
• Committed to continuous learning.

Core requirements

• Bachelor\'s degree/equivalent or higher.
• Up to 2 years’ experience in investment research, financial market analysis, or corporate finance (this might include an industrial placement year)
• Completion of CFA Level 1/IMC or similar qualification is a plus, but not essential.
• Familiarity with company financial statements, financial analysis and modelling is a bonus, but not essential.
• Excellent technology skills including Excel and PowerPoint. Some knowledge of Bloomberg would be helpful, but not a requirement.

About Redwheel

At Redwheel we are committed to delivering investment management services with the highest levels of skill, integrity and transparency. We specialise in providing strategies that enable our clients to invest in developed and emerging market equities, convertible bonds and income solutions that help them meet their long-term financial needs with $19bn assets under management. We feel a strong sense of responsibility to provide the highest standards of investment management: good value for money, clear information that helps our clients understand what we are doing, and a stable organisation that is both long-term and trustworthy.

Redwheel is a stable, forward-thinking organisation that embraces responsible autonomy, freedom, integrity, and alignment of interests. We believe that in order to deliver the results our clients expect we must continuously invest in our people, our approach to investing and our infrastructure.

At the heart of Redwheel are teams of experienced investment professionals with expertise in specific fields. Our teams are led by people who are distinguished in their chosen area and demonstrate a total commitment to the responsibilities they have to their clients.

Redwheel takes pride in creating a diverse, equitable and inclusive environment where everyone is welcome, and their contributions are valued. We are committed to being an inclusive employer regardless of race, religion, gender identity, sexual orientation, age, socioeconomic status, medical condition or disability, or any other protected status. When we look for talent, we welcome difference - different backgrounds, experiences, personalities, and perspectives. By hiring people who are passionate, skilled and committed, irrespective of their background, we will continue to build a successful business.

Seniority level: Entry level

Employment type: Full-time

Industry: Investment Management