Investment Analyst

Expiring today

Nelson Scott LLP
London, United Kingdom
11 May 2022
24 May 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities

• Fund - Lead on equity sector analyst

• Generating investment ideas that add tangible value to client portfolios

• Attending the Investment Committee to help the team with key investment decisions, with the aim of becoming a member

• Creating research reports and presenting them to the Asset Allocation and Investment Committees

• Developing investment knowledge with a view to managing portfolios in the longer term

• Helping with the development and maintenance of in-house valuation tools

• Aiding the Business Development team with pitching the Saltus Investment Proposition

• Supporting with the on-boarding, investing, and monitoring of client assets

• Assisting with the distribution of quarterly valuation and tax packages

• Studying for relevant investment qualifications supported by the firm

• Getting involved in other projects within the business as and when they arise

Key Attributes

• A proactive and energetic individual who has a strong interest in financial markets

• An excellent communicator who is also down to earth and can work well in a small team

• 2 - 4 years' experience of analysing investment solutions, or similar industry experience

• At least CFA level 1, or similar industry qualification

• Educated to degree level (min 2:1) from a leading university and be highly numerate with at least an 'A' in A level Maths

• A high level of experience using Microsoft Excel and other Office - coding experience is beneficial

• Good time management skills, with the ability to prioritise tasks and work to multiple deadlines

• The ability to form successful professional relationships both internally and externally

• Actively seeks ways of improving quality and efficiencies in procedures