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Investment Analyst Researcher

Are you an Investment Analyst Researcher looking for your next role? Would you like to work for a fantastic organisation that offers well-thought out career development opportunities as well as friendly work environment?


For this role you’ll need to be adept in researching and understanding the financial market, tax wrappers platforms and providers, the fund community, and to be able to relay this information to others. You’ll be working closely with the Head of Investments to make sure efficient business administration and record keeping is taking place, while developing and maintaining excellent customer relationships with current and prospective members.


Your day-to-day:

·         Conducting Due Diligence and Governance on providers, platforms, companies, fund managers

·         Undertaking research and activity in adherence to PROD, Mifid II and IDD

·         Monitoring financial news using specialist media sources and providing feedback to the Head of Investments and compliance team

·         Keep up to date with market developments, new funds and investment products

·         Attending fun manager, platform and provider meetings, presentations and seminars, creating research notes and obtaining electronic copies


Your skills/experience:

·         Level 4 qualified or appropriate investment qualifications

·         IMC holder

·         Experience working as an investment analyst

·         Fantastic attention to detail

·         Good presentation skills

·         Synaptic research tools or similar

·         Excel

·         MS Office

·         Able to work under own initiative and as part of a team

·         Customer focused


Does this sound like you? Apply now and a consultant will be in touch to discuss the role in further detail.

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