Job Description
The investment analyst will provide research and information to the portfolio manager to make decisions about investments. The information they provide ensures investment portfolios are well managed and that potential investment opportunities are highlighted. Analysts are likely to research investments globally, provide an insight on economic trends and evaluate investment potential.  Candidates must possess an understanding of financial information, such as financial statements, company accounts and sector data. They will also need to access and understand wider business information such as relevant economic data and political events.
Investment analysts should be skilled at examining and interpreting data from different sources and understanding the impact this will have for investment decision making.
An analyst will need to research a set of companies in depth in order to make informed recommendations to the portfolio manager. These are usually companies in a specific industrial sector, such as retail, pharmaceuticals or utilities, or in a specific geographical area, such as Europe or East Asia.
Work activities
Usually include:

  • conducting due diligence on companies and industries by researching, reading financial statements and market data;
  • analysing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors;
  • keeping up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries;
  • considering how the economic implications of factors such as natural disasters, weather, wars, etc. might affect the performance of companies and funds;
  • monitoring the financial news using specialist media sources;
  • financial modelling and projection;
  • drafting and writing research reports for the fund manager or client use;
  • meeting with and providing information to the portfolio manager; this might include, summaries of research, investment ideas, key events from the proceeding day as well as key drivers for the day ahead; making recommendations to the portfolio manager, being able to position ideas and articulate to the fund manager about the risk or payoff for each recommendation;
  • ensuring that all compliance regulations are met.

Skills and Qualifications

Minimum of a 2.1 degree achieved or predicted (undergraduate) in a finance related subject, preferably economics.

Minimum of 300 UCAS points at A-level (or equivalent).

Postgraduate qualifications are not essential, although a relevant Masters e.g. Investment Management, will be welcomed.

You will need to show:

  • natural flair for economics
  • initiative, flexibility and innovation;
  • the ability to research, analyse and evaluate;
  • excellent communication skills;
  • the ability to work under pressure, meet deadlines and multi-task in a fast paced environment;
  • strong numerical ability and quantitative skills;
  • self-confidence, drive and tenacity;
  • self motivation
  • the ability to work effectively in a team;
  • initiative, flexibility and innovation;
  • an interest in current affairs and an appreciation of their impact on the market;
  • in depth investment knowledge; this may come from an interest in the markets, participation in relevant student societies or running a shadow portfolio;
  • commitment to further study and qualifications;
  • global mind-set.

Development areas

Full training will be provided.

Opportunities to travel globally.

Successful candidates will have the opportunity to gain the IMC qualifications and CFA charter status.

The summer internships will be used to pre-select graduate recruits.