Junior Investment Analyst

Huntress; 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

Pension contribution

Discretionary bonus

Employee assistance programme

Cycle-to-work scheme

Social events

Job summary

Huntress is assisting a leading UK professional network in recruiting an Investment Analyst in Horsham, offering hybrid working after training. Salary ranges from £25,000 to £30,000 depending on experience, with a chance to develop across fund research, investment analysis and portfolio management.

You’ll work with experienced professionals, analyzing diverse assets and preparing research for committees while gaining hands-on exposure to markets and investment strategies.

Qualifications

• IMC qualification or working towards it.
• Around 1 year in investment analysis or financial services.
• Genuine interest in investments and markets.
• Strong attention to detail and methodical approach.
• Good Excel knowledge.
• Ability to interpret performance data and communicate findings.
• Calm and organised under pressure.
• Strong communication across levels.

Responsibilities

• Support the Investment team and senior leadership with fund research and analysis.
• Research asset classes including OEICs, Unit Trusts, ETFs and more.
• Produce market commentary and performance analysis.
• Prepare formal research reports for Investment Committee presentations.
• Admin across investment platforms and 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 keep data up to date.

Skills

IMC qualification in progress

Investment analysis

Attention to detail

Excel

Communication skills

Education

IMC qualification (in progress)

Tools

Microsoft 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

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.