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Investment Analyst (Graduate)

  • Up to £27,000

  • Ref


  • Contact Name |Emma Bourne

Investment Analyst (Graduate)

  • Bristol

  • Up to £27,000

A problem? I can solve that!

Current affairs and trends? I’m up to date with that!

A fulfilling career in investments? I want that!

If this rings true of your internal monologue, then we have just the position for you.

We are looking for a driven and enthusiastic graduate in a numerate subject wanting to kickstart their career as an investment analyst.

This role will give you the opportunity to utilise your analytical mindset to assist your team in a variety of responsibilities and to join a firm that will invest in you.

You’ll be getting involved with:

  • Investment strategy reviews, manager recommendation, and transfer advice reports – primarily drafting. 
  • Transfer of assets between investment managers including opening accounts, arranging asset transfers and reconciling trades. 
  • Production of periodic investment reports including analysis of effectiveness of hedging assets. 
  • Production of Statement of Investment Principles documents. 
  • Helping other parts of the business in the production of scheme annual reports, implementation statements, scheme returns, and cashflow management. 
  • Conducting quantitative and qualitative research on investment funds and managers. 
  • Pension scheme assets and liabilities.

If you have a desire to work within an investment consultancy environment and most importantly a desire to learn, send me a message for an initial chat or apply directly below.


CONTACT US 0113 274 3000