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Financial Investment Analyst - with experience

  • Salary: £30000 - £35000 per annum + discretionary bonuses
  • Location: Gerrards Cross
  • Job type: Permanent
  • Job reference 34747
This vacancy has now expired.

Our client, a wealth management organisation, based in Gerrards Cross, is looking for a bright, intelligent and highly motivated graduate to join their team of Financial Analysts.

With study support on offer for the IMC and CFA qualifications, discretionary bonuses and career development, this is an amazing opportunity for someone with a passion for financial services and previous experience as a financial analyst

Key responsibilities

· Production of client portfolio snapshots and presentations
· Production of ad-hoc research pieces
· Managing daily cash balances via cash sweeps
· Trade calculations when requested
· Understanding client portfolios both from an allocation and positional perspective
· Ensure a good understanding of markets
· Provide weekly performance numbers and portfolio updates for all portfolios
· Provide market updates to financial team

Key Skills

· Graduate with experience
· Proficient in Excel
· Ability to communicate clearly and work well as part of a small team
· Good analytical ability coupled with good organisational ability
· Flexible approach to working whilst managing priorities and meet deadlines
· Ability to take the initiative

Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training and skills that they identify. If you do not hear from us within 5 working days from your registration, please accept our apologies but we are unable to help you on this occasion.

Bucks and Berks Recruitment is an equal opportunities employment agency and employment business that is serious about its compliance with legislation. Bucks and Berks is acting as an Employment Agency in relationship to this role (if the vacancy is for a permanent position) or is acting as a Recruitment Business in relationship to this role (if the role is for a temporary position).