Junior Investment Analyst

Huntress - Crawley; Horsham; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

23 days holiday

Health insurance

4x salary death‑in‑service cover

5% employer pension contribution

Discretionary annual bonus

EAP 24/7

Cycle‑to‑work

Social events

Job summary

Huntress - Crawley, on behalf of our client, invites applications for an Investment Analyst role in the Investment Management team. The position offers hybrid working after training and a salary of 25,000 to 30,000 depending on experience.

You'll develop knowledge across fund research, investment analysis and portfolio management, working with experienced professionals and gaining exposure to a broad range of markets.

Qualifications

• IMC qualified, or studying toward it, or keen to pursue it.
• Around 1 year of experience in investment analysis or financial services.
• A genuine interest in investments and financial markets.
• Strong attention to detail and a methodical approach.
• Good working knowledge of Microsoft Excel.
• Ability to interpret performance data and communicate findings clearly.
• Calm, organised under pressure with strong communication across levels.

Responsibilities

• Support the Investment team with fund research and analysis to enhance model portfolios.
• Research asset classes including OEICs, Unit Trusts, ITs, ETFs, Model Portfolios and DFMs.
• Produce market commentary and performance analysis.
• Prepare formal research reports for the Investment Committee.
• Administer across investment platforms and support day-to-day activity.
• Monitor financial news and share insights with the team.
• Respond to client queries and assist with investment administration.
• Use investment research software and maintain data accuracy.

Skills

Investment analysis

Attention to detail

Communication

Tools

Excel

Job description

INVESTMENT ANALYST

Horsham Hybrid working available after training

25,000 - 30,000 depending on experience

Our client, a leading UK professional network, is looking for a Investment Analyst to join their Investment Management team.

This is a fantastic opportunity for someone at the early stages of their investment career who is looking to develop their knowledge and gain valuable hands‑on experience across fund research, investment analysis and portfolio management. You'll work closely with experienced investment professionals and gain exposure to a broad range of investments and financial markets.

What you'll be doing:

• Supporting the Investment team and senior leadership with fund research and analysis to help enhance model portfolios
• Researching a broad range of asset classes, including OEICs, Unit Trusts, Investment Trusts, ETFs, Model Portfolios, DFMs and Life & Pension funds
• Producing market commentary and performance analysis
• Preparing formal research reports for presentation to the internal Investment Committee
• Carrying out administration across investment platforms and supporting day‑to‑day investment activity
• Monitoring financial news and market developments and sharing relevant insights with the team
• Responding to client queries and providing support with investment administration
• Using investment research software and maintaining accurate and up‑to‑date data

What we're looking for:

• IMC qualified, studying towards the qualification, or genuinely interested in working towards it
• Around 1 year's experience in investment analysis, financial services or a similar role
• A genuine interest in investments and financial markets
• Strong attention to detail and a methodical approach to work
• Good working knowledge of Microsoft Office, particularly Excel
• The ability to interpret performance information and communicate findings clearly, including to senior stakeholders
• A calm and organised approach, with the ability to work effectively under pressure
• Strong communication skills and the confidence to communicate across all levels

You’ll thrive in this role if you’re:

• A team player with a flexible, positive and can‑do attitude
• Customer‑focused and responsive to the needs of others
• Keen to learn, develop and build a long‑term career within investment management
• Reliable, organised and willing to take ownership of your work
• Naturally curious about financial markets and keen to develop your investment knowledge

Benefits:

• 23 days' holiday, rising to 25 days with service, plus the option to buy up to 5 additional days
• Health insurance through WPA, extended to partners following probation
• 4x salary death‑in‑service cover
• 5% employer pension contribution
• Discretionary annual bonus
• 24/7 Employee Assistance Programme
• Cycle‑to‑work scheme
• Regular social events

If you're looking to take the next step in your investment career and want the opportunity to develop your experience across fund research and analysis, we'd love to hear from you.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.