Investment Analyst

Cardiff FULL TIME £35,000 - £45,000 / Year
(£2,917 - £3,750 / Month)

Job Description

Join our finance team as an Investment Analyst, where you will analyze market trends and assist in portfolio management. Your insights will influence our investment strategies and help secure our clients' financial future.

Responsibilities

  • Facilitate investment meetings and discussions with stakeholders.
  • Monitor portfolio performance against benchmarks and adjust strategies accordingly.
  • Develop insights to support investment decisions based on quantitative and qualitative analysis.
  • Collaborate with financial advisors to deliver tailored investment solutions.
  • Identify new investment opportunities aligning with market trends.

Requirements

Education
  • Bachelor's degree in Finance, Business Administration, or related field
  • Master's degree or relevant financial certifications are advantageous
Experience
  • 3+ years of experience in investment or financial analysis roles
Technical Skills
  • Investment Research
  • Data Analysis Tools
Soft Skills
  • Problem-Solving
  • Teamwork
Certifications
  • CFA Level I
Languages
  • English: Fluent

Advantageous

  • Experience with Portfolio Management: Knowledge in managing and strategising investment portfolios.
  • Proficiency in Financial Software: Proficient in using financial software to perform analyses and prepare reports.

Benefits

  • Comprehensive health insurance and wellness programmes
  • Generous leave policy
  • Support for continuing education and training
  • Collaborative and innovative work environment

Company Culture

  • Innovative Approaches: We value innovative ideas and encourage our team to push boundaries.
  • Professional Growth: We provide numerous opportunities for career advancement and personal growth.
  • A Culture of Respect: We cultivate a respectful environment where every opinion matters.
Status: Closed