Investment Associate

Job Description

We are on the lookout for a results-driven Investment Associate to join our team in Portsmouth. The ideal candidate will have a solid understanding of financial markets and possess strong analytical skills. You will be responsible for supporting investment strategies and providing insights to help guide decision-making.

Responsibilities

• Develop and maintain financial models to assess investment viability.
• Assist in preparing quarterly and annual investment performance reports.
• Monitor and report on changes in market conditions affecting investments.
• Conduct due diligence on potential investment opportunities.
• Provide ongoing support to senior analysts in investment evaluations.

Requirements

Education

• Bachelor's degree in Finance, Business Administration or relevant field
• Master's degree in Finance or Chartered Financial Analyst (CFA) certification is an advantage.

Experience

• 3 years of experience in investment analysis or related roles

Technical Skills

• Quantitative Analysis
• Financial Modelling
• Market Analysis

Soft Skills

• Problem-solving
• Negotiation

Certifications

• CFA Level 1
• Certificate in Quantitative Finance (CQF)

Languages

• English: Fluent

Advantageous

• Knowledge of alternative investments: Understanding of hedge funds, private equity, and venture capital.
• Experience presenting to senior management: Proficient at delivering presentations and insights to key stakeholders.

Benefits

• Excellent healthcare plan
• Flexible working arrangements
• Employee assistance programme
• Access to industry conferences and seminars

Company Culture

• Continuous Improvement: We encourage personal and professional growth, investing in our team's development.
• Inclusivity: We embrace diversity and aim to create an inclusive workplace for all.
• Client-Centric Focus: We put our clients at the centre of everything we do, striving for their success.