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Investment Analyst

Posted: 16/03/26
Recruiter:Reed
Reference:3085440995
Type:Permanent
Salary:£30,000 - £35,000 Annual
Location:Coventry
Description:

Investment AnalystEmployment Type: Full-time

About the Role:We are seeking a highly analytical and detail-oriented Investment Analyst to join our team. The successful candidate will play a key role in supporting investment decisions through research, analysis, and reporting.

Key Responsibilities:

  • 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

Skills & Qualifications:

  • Preferred qualification in investment management or related field
  • Strong quantitative and analytical skills
  • Proficiency in Excel and financial modeling
  • Excellent written and verbal communication skills
  • Ability to work independently and meet deadlines

Benefits:

  • Salary - Up to £35k
  • Study support for higher qualifications
  • Progression is strongly supported whether further in investments, or in other areas of interest
  • Holiday - 24 days + bank holidays. Closed over Christmas.
  • Quarterly discretionary bonus

To apply for this Investment Analyst position, please submit your CV below.

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