Trainee Investment Analyst

Trainee Investment Analyst Swansea, Wales

Crossing Point Investment Management Limited
Full Time Swansea, Wales 22000 - 27000 GBP ANNUAL Today
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

Trainee Investment Analyst
Crossing Point Investment Management Limited

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