Senior Investment Analyst

Overview

Our client is a successful IFA business with an established Wealth arm and they are currently looking for a Senior Investment Analyst to join the team.

Responsibilities

• You will need to understand the financial markets, the fund universe, tax wrappers platforms and providers, and be able to communicate knowledge and information to others both internally and externally.
• You will work closely with, and support, the Investment Analyst team and the Chief Investment Officer (CIO) to ensure efficient business administration and record keeping.
• Undertake fund research to enhance the Model Portfolios.
• Administration and investment activities on investment platforms and the website.
• Undertake monthly performance calculations for the Model Portfolios.

Base to £60000 plus benefits and bonus.

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