Investment Analyst

Recruiter
Flair4recruitment
Location
Easton
Posted
12 Jan 2018
Closes
10 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our client, a top Investment Services firm in Central Bristol, is seeking an Investment Analyst to join their team.

Overview:

•Preparation of Investment Proposals reports for advisers/investment managers using discretionary fund manager solutions

•Handle inbound new business enquiries regarding proposals

•Investment research to enable the production of portfolio critiques

•Provide input to team procedures/document improvements

•Provide ad-hoc investment comparisons

•Liaison with investment teams regarding technical requirements

•General administration to aid management information


Skills and experience:

•Some knowledge of investment markets and terminology

•Analytical Skills

•Must be numerate and accurate

•Attention to detail

•Able to work to tight deadlines

•Flexible self-starter

•Takes ownership and initiative to research problems and find solutions

•Good report-writing skills, grammar, etc.

•Patient, persistent and perfectionist

•Experience with IFAs preferred

•Team player

For more information about this role, please get in touch with an updated copy of your CV.