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Junior Investment Analyst

Job details



Date Posted

11 January 2019



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Our client, an independently owned Private Client Wealth Management firm, is looking to recruit a Junior Investment Analyst.

Key responsibilities

  • Research markets and products in order to support the senior portfolio managers in making their investment decisions
  • Gradually develop investment knowledge with a view to managing portfolios in the future
  • Actively studying for relevant investment qualifications supported by the firm
  • Support individual teams with the on-boarding, investing and monitoring of client assets
  • Assist with the distribution of quarterly valuation and tax packages
  • Help with the development and maintenance of in-house valuation tools
  • Give presentations and create reports on findings
  • Get involved in other projects within the business as and when they arise

Essential requirements

  • Educated to degree level (minimum 2:1) and highly numerate with at least an ‘A’ in A Level Maths
  • An excellent communicator
  • Strong time management skills with the ability to work to multiple deadlines
  • A strong interest in financial markets
  • Experience of using Microsoft Excel

“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”

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