Investment Analyst - Cardiff, United Kingdom - Quantum Advisory

Quantum Advisory

Verified Company

Cardiff, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Quantum Advisory have an exciting opportunity for an
Investment Analyst to join the team.

Location:
Cardiff, with the option to work from home part time

Salary:
Up to £35,000 depending on experience

About Us:

Work for us and you will become part of a close-knit team that is skilled, experienced and passionate about delivering a high-quality consultancy service to our corporate and trustee clients.

You will receive full support to continue to progress through the exams and with your personal development.

Investment Analyst - The Role:

Working within the pension's industry you will be supporting the investment team in delivering a high-quality professional client service to both internal and external customers.

Working as part of the investment team you will be instrumental in its ongoingdevelopment to attain profitable and sustainable growth through effective client management.

You will assist the consultants in delivering day to day investment services to clients including:

Routine reporting on clients' investments
Designing investment strategies
Planning and managing asset transfers
Preparing papers and presentations for trustee meetings
Ensuring compliance with various governance requirements

Within the role you will obtain and record relevant, up to date investment information by liaising with fund managers and carrying out research and analysis.

This role is an opportunity to progress your investment career. Working as part of a small team there is a large focus on training and development.

You will be encouraged to actively contribute to internal discussions and new ideas to improve your knowledgeand the services we provide our clients with.

Investment Analyst - You:

You will be a graduate who has an interest in financial markets and or you may have already gained experience working in a similar or related field and be looking to continue your professional qualifications
You will be a good communicator; whose strengths are their selforganisation and attention to detail
You will need to be able to work to tight deadlines and take a proactive approach to your work.

- knowledge of and understanding of investment, pensions or actuarial work would be advantageous but not essential.

There will be the opportunity for you to study towards relevant professional qualifications to support your progress and development.

Investment Analyst - Benefits:

A friendly place to work
Flexible working hours
24 days holiday per year with holiday trading
Volunteering leave
Flexible benefits to suit your personal circumstances
DC pension scheme
A discretionary annual bonus
You will also be offered a structured study and training plan and we aim to ensure that you further develop your skills and career with us

Quantum Advisory is an equal opportunities employer and committed to diversity and inclusion.

To submit your CV for this exciting
Investment Analyst opportunity, please click 'Apply' now