Junior Investment Analyst — Hybrid, Training Support

DAVID JAMES PARTNERSHIP LTD; Upper Beeding; Hybrid; GBP 25,000 - 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. This junior role suits a recent graduate or a first/second jobber with some investment team experience and a keen interest in the investments/financial services sector.

You will support the Investment Analyst team and CIO, assist with fund research (OEICs, Unit Trusts, ETFs), platform administration, and client communications. Hybrid work is offered, with initial in-office commuting to Horsham.

Qualifications

• Recent graduate or 1st/2nd jobber with some investment team work experience.
• Interest in the investments/financial services sector.
• Ability to understand markets, funds, platforms and providers, and communicate information clearly.
• Attention to detail and proficiency with MS Office and Excel.
• Ability to interpret performance metrics and present to Senior Management.

Responsibilities

• Support Investment Analyst team and CIO with admin and record keeping.
• Undertake fund research (OEICs, Unit Trusts, ETFs, life and pension funds).
• Assist in developing IP Model Portfolios and client communications.
• Contribute to a range of initiatives and achievement objectives.

Skills

MS Office

Excel

Attention to detail

Communication to Senior Management

Performance metrics interpretation

Education

MC holder

Tools

MS Office Suite

Job description

David James Partnership Ltd is seeking a Junior Investment Analyst. This junior role suits a recent graduate or a first/second jobber with some investment team experience and a keen interest in the investments/financial services sector.

You will support the Investment Analyst team and CIO, assist with fund research (OEICs, Unit Trusts, ETFs), platform administration, and client communications. Hybrid work is offered, with initial in-office commuting to Horsham.