Our client, a top Investment Services firm in Central Bristol, is seeking an Investment Analyst to join their team.
•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
•Must be numerate and accurate
•Attention to detail
•Able to work to tight deadlines
•Takes ownership and initiative to research problems and find solutions
•Good report-writing skills, grammar, etc.
•Patient, persistent and perfectionist
•Experience with IFAs preferred
For more information about this role, please get in touch with an updated copy of your CV.