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Investment Analyst

Investment Analyst



This role is suited to a very bright graduate with strong numerical skills and a quantitative background.
The successful candidate must be comfortable working in a small environment and demonstrate the ability to work well in a team.
You must be proactive, enthusiastic and have a keen interest in financial markets.
There will be the opportunity to study for qualifications through either the CFA or CISI professional bodies.

Role Requirements

  • Educated to degree level. in a numerate subject from a Russell group University
  • Ideally a minimum of one years experience of working in investment management
  • Strong numerical skills.
  • Experience and knowledge of excel is essential.
  • Experience using VBA is also essential
  • Experience using Bloomberg, Reuters or Datastream would be beneficial but not essential
  • Knowledge of the dynamics of fixed income investments.

Responsibilities

Investment Implementation
  • Manage the cash flows in and out of the business.
  • Implement investment decisions requiring security purchase or sale across all portfolios.
  • Implement asset allocation shifts across all portfolios.
  • Take account of tax variables in different accounts and cash flow needs of individual clients.
  • Manage the dealing process by liaising with the dealing desk to ensure best execution

Fixed Income Analysis
  • Research individual securities to find the right mix of credit quality, duration, yield and liquidity.
  • Monitor existing holdings to track performance and recommend switches where necessary.

Business Management
  • Support the calculation of monthly performance across all model portfolios.
  • Report monthly financials for board meetings.
  • Ensure that all dealing activity is implemented with the minimum of risk to the company.

Quantitative Analytical Processes
  • An understanding of the dynamics of fixed income investing.


Summary

Job Type:
Permanent
Industry
Banking & Financial Services
Location
City of London
Specialism
Banking and Capital Markets
Pay
34000
Ref:
3242350
Apply Now

Talk to a Consultant

Talk to Carl Denham, the specialist consultant managing this position, located in London City

107 Cheapside, London, EC2V 6DN

Telephone: 0203 465 0109
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