Trainee Analyst

Recruiter
Reed
Location
Alton, UK
Salary
Competitive
Posted
24 Aug 2019
Closes
31 Aug 2019
Ref
1225905703
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
We are currently recruiting for a Trainee Investment Analyst.

This is a fantastic opportunity working with a well-established Financial Planner in Alton.

Your responsibility will be:
  • To complete day to day client related investment analysis forming part of the overall advice process.
  • To assist the Investment Research and Portfolio Management functions in completion of their responsibilities.
  • Producing annual review packs, writing fund reviews and performance comparisons to a competent standard and within agreed turnaround times. This will also include bespoke client related investment and performance analysis.
  • Completing Bulk Fund Switches and Corporate Actions. This includes issuing of letters, chasing responses and processing switches.
  • Responsibility for maintaining and managing the client hub.
  • Assisting Senior Research Analyst in production of information for the Investment Committee.

This is a great start for someone looking to enter a role within finance.

To find out more please contact James Cox at the Basingstoke office.

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