Trainee Investment Analyst Swansea, Wales
Job description
TRAINEE INVESTMENT ANALYST
Crossing Point Investment Management Limited
JOB SUMMARY
One of Swansea’s leading discretionary investment managers wishes to appoint a self- motivated, organised individual, likely to be a graduate, looking for a career within a fund management company. We operate in a dynamic and fast-paced business with a small highly motivated and professional team.
This is a varied position which allows the successful candidate to experience all facets of a finance and an investment management business. This requires the successful candidate to be adaptable and have excellent organisational skills.
KEY RESPONSIBILITIES
● Creating and checking technical data spreadsheets.
● Assisting the Investment Managers with investment research and fund selection analysis.
● Assisting with entering trades on various platforms following decisions by the
Investment Managers.
● Assisting with preparation of performance reporting, fact sheets and quarterly reports.
● Updating website content.
● Providing support for new business development including preparation of technical sales aids and presentations for the Business Development Manager.
SKILLS REQUIRED
● Organised, analytical and detail oriented
● Excellent communication skills, both verbal and written
● Confident using IT such as Microsoft Excel, Word, Outlook, and PowerPoint
● Ability to learn a range of software as required
● Ability to use initiative and to work independently as well as part of a team is essential
Job Types: Full-time, Permanent, Graduate
Salary: £22,000.00-£27,000.00 per year
Benefits:
- Company pension
- Sick pay
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Swansea, SA2 0PA: reliably commute or plan to relocate before starting work (preferred)
Work Location: In person
