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Investment Analyst Trainee

Job Wize
The City, Central London, United Kingdom
Competitive Salary
Closing date
Feb 13, 2024

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Job Role
Contract Type
Full Time
We are partnering with a leading investment firm, celebrated both in the UK and internationally for their sophisticated analytical methods in premium investment and wealth management. We are in search of a committed and detail-oriented individual who is eager to develop their skills as part of a dynamic team in the role of an Investment Analyst Trainee. This prime entry-level position is perfect for those with a robust analytical prowess and a drive to delve into the financial world, learning from the forefront of industry experts.



  • As an Investment Analyst Trainee, your tasks will include:
  • Engaging in thorough investment research and financial assessments, including valuations, industry analysis, and macroeconomic research.
  • Assisting senior analysts and portfolio managers in sculpting investment portfolios, deciding on asset distributions, and formulating investment strategies.
  • Keeping abreast of market movements, corporate news, and global economic events, interpreting their impact on investment portfolios and the wider market landscape.
  • Developing and maintaining complex financial models to evaluate prospective investment outcomes and scenarios.
  • Contributing to the creation of investment briefs, reports, and presentations for both in-house teams and external clients.
  • Committing to ongoing education and career development to enhance your understanding of the financial markets, investment instruments, and portfolio management techniques.

Essential Qualifications:
  • A degree in Finance, Economics, Mathematics, or a related field. We welcome applications from standout recent graduates or those nearing graduation.
  • Strong analytical skills, both quantitative and qualitative, with a fine eye for detail.
  • A demonstrated interest in financial markets, investment practices, and global economics, which could be evidenced by relevant studies, internships, or personal projects.
  • Excellent communication skills with the ability to distil complex information into clear, concise messages.
  • Proficiency in financial research tools, databases, and MS Office, particularly Excel. Previous experience with financial modelling is a plus.
  • A self-motivated individual with a keen eagerness to learn and succeed in a fast-paced environment.
  • Ability to work well within a team, showcasing strong interpersonal skills and a collaborative approach.

Why Start Your Career With Us?
  • Beginning your career as a Trainee Investment Analyst with our client opens the door to unparalleled opportunities. They are committed to fostering talent and offer:
  • Hands-on training, mentorship, and learning programmers led by seasoned industry leaders.
  • Direct involvement in significant transactions and strategic investment decisions with a chance to make a substantial impact.
  • Swift career progression in an environment that values excellence and creativity.
  • A competitive salary package, inclusive of extensive benefits and the potential for bonuses.
  • A collaborative and inclusive workplace culture, with a focus on sustaining a balanced professional life.

Join the ranks of the investment world where every decision counts, and each day offers new challenges and learning opportunities. Begin your professional journey with us your application is eagerly awaited!

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