Junior Investment Analyst

Chase de Vere; Bath; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial advisory company in Bath is seeking a Junior Investment Analyst to maintain investment fund panels and support investment processes. The ideal candidate will have a degree or equivalent and be proficient in Excel. Responsibilities include constructing complex spreadsheets, collaborating with external researchers, and ensuring high service standards. This role offers growth opportunities and a supportive work culture.

Benefits

Annual bonus opportunity

25 days holiday plus bank holidays

A day off for your birthday

Life assurance 4 x salary

Funded exams and paid study leave

Employee Assistance Programme

Cycle to work scheme

Two paid volunteering days

Qualifications

• Experience working in an investment-related environment.
• Strong compliance and regulatory focus preferred.
• Understanding of the financial services sector.

Responsibilities

• Maintain and develop investment fund panels.
• Construct spreadsheets for fund panels and portfolio services.
• Assist with data reporting and information requests.
• Ensure compliance with regulatory guidance.
• Produce well-written internal and external communications.

Skills

Proficiency in Microsoft Excel

Organisational skills

Attention to detail

Communication skills

Teamwork

Education

Degree level education or equivalent

Job description

The Junior Investment Analyst reports to the Head of Investment Management and will be a member of Chase de Veres Investment Management Team.

The Junior Investment Analyst is primarily responsible for the quarterly maintenance and delivery of the Chase de Vere Fund Panels, including a number of other investment panels. The Fund Panels are used by 200 plus Chase de Vere advisers across the companys offices nationwide.

The role is based in the companys office in central Bath, where the Head of Investment Management is also based.

Qualifications

WHAT YOU WILL NEED

• Educated to degree level or equivalent, either academically or professionally.
  
  

Experience

• Experience of working in an investment-related environment;
• A track record of successfully performing administrative responsibilities a strong compliance and regulatory focus preferred;
• An understanding of the financial services sector and regulatory context.
  
  

Skills

• Extremely proficient in the use of Microsoft Excel e.g. complex formulas, VBA etc.
• Superior organisational, operational and administrative skills;
• Exceptional attention to detail;
• Strong communication skills, both verbal and written;
• The ability to work as part of a team and maintain a positive, resilient and flexible approach to work.
  
  

WHAT YOUR ROLE WILL INVOLVE

The key element of the role will be to construct and maintain both simple and complex spreadsheets. This will require the Junior Investment Analyst to be extremely proficient in using Excel. In addition, the Junior Investment Analyst will be required to identify and improve efficiencies with regards to current processes.

The role is instrumental in the maintenance and development of Chase de Veres Investment Proposition (including the advisory business and Discretionary Model Portfolio service), working with external research companies, product providers in requesting and collating information.

Responsibilities

• Maintaining and developing the companys core investment fund panels
• Constructing simple and complex spreadsheets that will support the quantitative requirements of the fund panels
• Constructing simple and complex spreadsheets that will support the discretionary model portfolio service
• Assisting with the provision of data, numerical and graphic, that will be used in regular updates and reporting
• Working with external research companies, product providers for collating regular and ad-hoc information requests
• Assisting in the administration of the Investment Proposition across multiple investment platforms
• Producing and maintaining process documents for role responsibilities
• Adhere to regulatory and compliance guidance at all times while consistently delivering to the highest service standards
• Demonstrate flexibility to respond to the needs of the business and its clients
• Have a high level of written English and the ability to produce well written and grammatically correct internal / external communications and reports
• Ability to manage complex workloads and the ability to multi-task, and prioritise
• Ability to work unsupervised to manage workload and meet strict deadlines
  
  

There will be the scope and opportunity for development within the role including moving towards:

• Analytical fund research
• Liaising with fund providers and fund managers
• Contributing fund ideas to the Fund Panels and / or Discretionary Model Portfolios
  
  

WHATS IN IT FOR YOU?

By joining Chase de Vere, youll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

• Opportunity to earn an annual bonus
• 25 days holiday, plus bank holidays
• A day off for your birthday
• Life assurance 4 x salary
• Comprehensive induction and training programme
• Funded exams and paid study leave
• A wide range of voluntary flexible benefits to suit your individual needs
• The option to buy additional holiday days
• Cycle to work Scheme
• Two paid volunteering days each year, to support your local community
• Employee Assistance Programme with access to a 24/7 helpline
• Access to our free mortgage service, through our internal mortgage team
• Our Employee Forum and Diversity & Inclusion group
• Local and companywide events in support of our company charities
  
  

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