Trainee Investment Analyst

  • Ref: EHX9084
  • Industry: Financial Services
  • Categories: Wealth & Investment Management
  • Location:
  • Salary:
  • Type: Permanent

About the Role

Do you have investment experience and a genuine passion for the industry?

We are currently recruiting for a Trainee Investment Analyst to join a growing Wealth Management firm based in Liverpool. This is an exciting and rare opportunity, and the successful candidate will be fully supported in their long term transition to a qualified Analyst.

The role is based in a company that values its employees, and offers fantastic benefits such as full study support and private health insurance.

Responsibilities for the Trainee Investment Analyst include:

  • Recording and updating client electronic files/portfolios
  • Format, produce and issue investment recommendation letters for advisors
  • Performing client dealing instructions
  • Maintaining and developing bespoke spreadsheets
  • Utilising research tools to find and review suitable investments for clients
  • Monitor the performance of investments/funds

Requirements for the Trainee Investment Analyst:

  • Excellent understanding of the investment industry
  • Genuine interest and passion in investments
  • Strong analytical and numerical skills, with good knowledge of Microsoft Packages
  • Good communication skills

So if you have knowledge of Investments and are looking for a trainee role to kick-start your career - look no further! The Trainee Investment Analyst role promises clear career progression in a desirable company. Apply now!

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