Investment Analyst

02 Nov 2018
15 Nov 2018
Contract Type
Full Time
Investment Analyst

Location: Birmingham, West Midlands
Job type: Full Time, Permanent
Hours: 37 ½ hours per week, Monday to Friday (part time considered)
Salary: £25,000 to £30,000, depending on experience
Benefits: company pension scheme and participation in Employee Benefit Trust after 12 months.

Our client is looking for an Investment Analyst to work in its Birmingham office, primarily on the recently launched West Midlands SITR (Social Investment Tax Relief) Fund. The ultimate objective of this Fund is to dismantle poverty and disadvantage in the West Midlands region, through providing affordable investment for local social enterprises to grow their businesses and their impact.

They believe that social change is possible and that, one day, aligning profits with social impact will be the norm. Join them…

If you’re a confident, solutions driven professional, with a genuine passion for social enterprise, innovation and positive social change, then this could be the opportunity for you.

You should enjoy meeting new people, taking on new challenges, as well as having some experience in the business and finance sector, and be confident in analysing financial information. Your working days will be incredibly varied – ranging from meeting exciting new social enterprises in the local area, to writing and presenting investment proposals to their Investment Committee, leading social impact workshops, and representing the company at conferences and events. No two days are the same - you’ll be constantly learning and taking on new challenges but being part of the team never fails to be rewarding.

You will be joining a small, already established team to help with the origination and execution of investments from the Fund. Our client's overall mission is to connect capital with social enterprise and they have 16 years track record in delivering that. The company now manages over £200m through 8 different social investment Funds, including one of the first SITR Funds to be launched in the country (the Bristol SITR Fund), from which the West Midlands SITR Fund was replicated earlier this year.

About the role:

The Investment Analyst’s primary role will be to assist the Investment Manager in the deployment and operation of the company's West Midlands SITR Fund, with the ultimate aim of affecting positive social change in the West Midlands region

About you:

- The ability to understand, interpret, and explain financial and business documentation
- Commercial acumen and the ability to spot opportunities
- Good financial modelling capabilities and an aptitude for investment analysis
- Excellent verbal and written communications skills
- Strong networking, interpersonal, and influencing skills
- Willing to travel within the UK, primarily within the West Midlands region, and work with colleagues in multiple locations using appropriate communications technology


- Experience in investment processes or management consultancy
- Educated to degree level
- FCA approval or other professional qualifications
- Exposure to investment deals either as an investor, enterprise, or professional adviser
- Experience of social enterprise, entrepreneurial business, or both

You may have experience of the following: Investment Analyst, Investment Banking Analyst, Investment Research, Investment Associate, Risk Analyst, Financial Services, Data Analysis, Pricing Analyst, Finance Analyst etc

Similar jobs

Similar jobs