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Hybrid Investment Advisory Analyst
LGBT Great
Cheltenham
Hybrid
GBP 35,000 - GBP 50,000
Full time
30+ days ago
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Job summary
A dynamic investment consulting firm seeks an Investment Client Specialist to enhance its team in Cheltenham. This hybrid role involves reviewing performance reports, drafting tailored investment advice, and conducting thorough analyses. Ideal candidates will have experience in investment analysis, strong IT skills, and a commitment to completing relevant professional exams. Attractive benefits include a competitive bonus, comprehensive pension scheme, private medical cover, and various voluntary benefits to cater to personal needs.
Benefits
Competitive discretionary annual bonus
Generous pension scheme
Private medical cover
Life assurance
Sports Allowance
Qualifications
- Experience in an investment analyst role.
- Ability to draft tailored investment advice.
- Proficiency in analyzing investment strategies.
Responsibilities
- Reviewing investment performance reports.
- Drafting investment advice tailored to clients' needs.
- Assisting with investment manager research.
Skills
Strong IT skills
Presentation skills
Education
Completed or expected CFA exams
Job description
A dynamic investment consulting firm seeks an Investment Client Specialist to enhance its team in Cheltenham. This hybrid role involves reviewing performance reports, drafting tailored investment advice, and conducting thorough analyses. Ideal candidates will have experience in investment analysis, strong IT skills, and a commitment to completing relevant professional exams. Attractive benefits include a competitive bonus, comprehensive pension scheme, private medical cover, and various voluntary benefits to cater to personal needs.
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