Investment Analyst

Exchange Street Claims Limited
08 Nov 2017
16 Nov 2017
Contract Type
Full Time

Our client, an award winning FTSE100 business, is seeking an experienced portfolio/investment analyst in Gloucestershire to assist with the monitoring, design and review of their model investment portfolios.

Responsible for reporting on the portfolios? performance on a monthly and quarterly basis, the successful applicant will produce investment updates, make recommendations on any changes to the portfolio committee, and promote the offerings to the financial planning team.

Analysis will be required of various funds, including equity funds, fixed income funds and alternative asset funds, alongside an excellent understanding of general market conditions, in order that the firm?s model portfolios continue to perform ahead of their benchmarks. These portfolios are used by clients in the UK and the Far East, so work on international funds will also be required.

Candidates will have previous investment fund analyst experience, will be degree educated and be willing to study for the CFA if this has not already been completed. The company has a very strong team ethic and applicants will enjoy working with others to achieve their aims.

The company offers a very competitive salary/car allowance, generous discretionary bonus and scheme and extensive benefits, including a non-contributory pension.

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