Investment Analyst Opportunity
A new and exciting opportunity has arisen for an Investment Analyst within a large IFA practice.
Responsibilities:
- Create bespoke client investment solutions using long-term strategic and short-term tactical asset allocation to meet client aims and objectives.
- Analyze client portfolios and provide suitable investment recommendations.
- Analyze global markets and funds down to stock level via the Morningstar research system.
- Analyze financial data and macroeconomic information.
- Network with industry professionals and liaise with fund managers.
- Broaden companies' investment capabilities.
- Conduct presentations for quarterly Investment Committee meetings and clients.
- Monitor financial news and stay updated on market developments.
- Report findings to directors and executive colleagues.
- Perform online trades using platforms like Morningstar, OBSR, FVC, Exweb Exchange, and back-office systems such as Plum/Intelliflo.
- Utilize platforms including Cofunds, Elevate, and Aviva.
- Present investment processes to individual and corporate clients.
This role offers an excellent stepping stone from admin to paraplanning. The firm also runs an IFA Training Academy for future development.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that your data may be retained for up to 10 years in connection with future vacancies, in accordance with our Privacy Policy.
Diversity, Equity, and Inclusion
At IDEX, we strive for an inclusion-first culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to continuous and measurable efforts to promote diversity and create equitable pathways across our organization.