Pension Investment Analyst - Hybrid, Training & Growth

Quantum Advisory; Cardiff; Hybrid; GBP 28,000 - 32,000; Full time

Job summary

A leading consultancy in finance is seeking an Investment Analyst to support the investment team in Cardiff. This role offers the opportunity to work in a hybrid environment while contributing to the investment services delivered to clients. Ideal candidates should have a graduate degree, proficiency in Excel, and an interest in financial markets. A competitive salary and benefits including structured training and annual performance bonuses are provided.

Benefits

Flexible working hours

Structured training plan

24 days annual leave

Pension scheme with employer matching

Annual performance bonus

Volunteering leave

Cycle to work scheme

Seasonal parties

Qualifications

• Graduate with an interest in financial markets or related experience.
• Good communicator with strong self-organisation.
• Experience in investment or pensions is advantageous.

Responsibilities

• Assist in delivering investment services to clients.
• Design investment strategies and plan asset transfers.
• Prepare presentations for trustee meetings.
• Ensure compliance with governance requirements.
• Liaise with fund managers for relevant investment information.

Skills

Interest in financial markets

Excel proficiency

Self-organisation

Attention to detail

Communication skills

Education

Graduate degree

Job description

A leading consultancy in finance is seeking an Investment Analyst to support the investment team in Cardiff. This role offers the opportunity to work in a hybrid environment while contributing to the investment services delivered to clients. Ideal candidates should have a graduate degree, proficiency in Excel, and an interest in financial markets. A competitive salary and benefits including structured training and annual performance bonuses are provided.