Investment Analyst

Job Title: Investment Analyst

Industry: Financial Services

Location: Coventry

Salary: Up to £35,000 (higher salary negotiable depending on skillset and experience)

Job Reference: 10220

Job Description:

Are you a technical and analytical individual?

Recruit UK are working on an exciting opportunity for an individual with Investment knowledge and/or Financial Planning sales support experience to join a well-regarded wealth management firm based in Coventry.

This opportunity offers a fantastic career development pathway, working alongside the Investment Management team, providing analytical and in-depth support and research.

Duties will include:

• Conduct in-depth research on financial markets, sectors, and platform fund analysis
• Build and maintain financial models to evaluate investment opportunities
• Analyse economic trends and risk factors
• Prepare detailed portfolio reports
• Monitor portfolio performance and recommend adjustments as needed
• Collaborate with advisers to support client objectives

What's in it for you:

Salary up to £35,000 (negotiable dependent on skills and experience)

• Excellent pension scheme
• 25 days holiday plus bank holidays
• Fantastic work culture
• Ongoing career professional development
• Study and exam support

Skills and experience required:

• Preferred qualification in investment management or similar
• Strong analytical skill-set
• Proficient in Excel
• Ability to work both in a team and independently
• Excellent communication skills, both written and verbal

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established wealth management firm based in Coventry on an Investment Analyst role.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.