Junior Investment Analyst

DAVID JAMES PARTNERSHIP LTD; Horsham; Hybrid; GBP 26,000 - 35,000; Full time

Benefits offered by this job

Excellent company benefits

Training and qualification support

Job summary

DAVID JAMES PARTNERSHIP LTD is seeking a Junior Investment Analyst to join our investment team on a hybrid basis, with an initial three-month on-site period in Horsham. You will support the Investment Analyst team and CIO, conduct fund research, manage administration on our platform, and help develop IP Model Portfolios while maintaining strong client relationships.

The role suits a recent graduate or early-career candidate with 1 year in investment analysis, solid Excel and MS Office skills,

Qualifications

• Minimum 1 year experience in investment analysis or similar.
• Strong attention to detail.
• Proficient in MS Office.
• Ability to interpret performance metrics and communicate to senior management.
• Good Excel skills required.

Responsibilities

• Administer investment activities on platform and website.
• Undertake fund research to enhance portfolios.
• Deliver research information to support Investment Management team.
• Assist CIO and Investment Analysts with reporting and record keeping.
• Develop and maintain relationships with members.

Skills

Investment analysis experience

Attention to detail

MS Office

Interpreting performance metrics

Excel

Education

MC holder or working towards qualification

Job description

Junior Investment Analyst

The ideal candidate can be a recent graduate, this is a JUNIOR Role so would suit a 1st or 2nd Jobber with some investment team work experience LOOKING TO START A CAREER IN THE INVESTMENTS / FINANCIAL SERVICES SECTOR

As a Junior Investment Analyst you will need to be understand the financial markets, the fund universe, tax wrappers platforms and providers, and be able to communicate knowledge/ information to others both internally/externally.

You will work closely with, and support, the Investment Analyst team and CIO to ensure efficient business administration and record keeping and develop and maintain excellent customer relationships with current and potential members.

Work as part of the team to contribute to the development of a range of initiatives and achievement objectives of the company.

• Administration/investment activities on an investment platform and website

Undertake fund research to enhance the IP Model Portfolios

The Junior Investment Analyst will help to undertake and deliver research information to support and assist the Investment Management team in analysing funds. Principal types of investment research and analysis will include:

• OEICS and Unit Trusts
• Investment Trusts
• ETFs
• Model Portfolios (discretionary) and DFM's
• Life Assurance Companies
• Life and Pension funds
• Platforms

SKILLS ;-

MC holder or interest/willingness to work towards the qualification

Ideally a minimum of 1 years experience working in investment analysis or similar.

Attention to detail.

Competent in MS Office.

The ability to interpret performance metrics and effectively communicate these to Senior Management.

Good Excel skills.

THIS ROLE IS HYBRID HOWEVER FOR YOUR 1ST 3 MONTHS YOU WILL NEED TO BE BASED IN HORSHAM, SO YOU MUST BE ABLE TO COMMUTE THERE DAILY !

JUNIOR INVESTMENT ANALYST - 35 HOUR WEEK - MONDAY - FRIDAY 9-5 EXCELLENT COMPANY BENEFITS INC TRAINING AND QUALIFICATION SUPPORT.