Investment Associate

Job Description

We are seeking a highly motivated Investment Associate to join our dynamic team in Portsmouth. The successful candidate will play a vital role in supporting the investment banking division by conducting financial analyses, preparing presentations, and assisting in the execution of transactions.

Responsibilities

• Develop and maintain relationships with clients to understand their investment needs.
• Assist in drafting investment memorandums and client communications.
• Monitor portfolio performance and provide updates to clients.
• Participate in team meetings and contribute to strategic discussions.
• Provide support in compliance and regulatory matters pertaining to investments.

Requirements

Education

• Bachelor's degree in Finance or related field
• Master's degree preferred

Experience

• 1+ years experience in a financial role

Technical Skills

• Investment Analysis
• Data Presentation

Soft Skills

• Detail-Oriented
• Problem Solving

Certifications

• Investment Foundations Certificate

Languages

• English: Fluent

Advantageous

• Knowledge of regulatory compliance: Understanding of financial regulations and compliance requirements.
• Advanced statistical analysis skills: Skills in using advanced statistical methods to analyse investment opportunities.

Benefits

• Comprehensive health insurance plan
• Support for professional development and training
• Generous annual leave policy
• Social events and team-building activities

Company Culture

• Professional Growth: We encourage professional development and offer opportunities for career advancement.
• Positive Work Environment: Our workplace is designed to support collaboration and a positive atmosphere.
• Sustainability Focused: We are committed to sustainable practices in our operations and investments.