Investment Analyst

Company: CV-Library
Job type: Full-time
23,000 - 35,000 GBP/Year

Quantum Advisory have an exciting opportunity for an Investment Analyst (Modelling) to join their team.

Location:  Cardiff, CF3 0LW (Hybrid Working)

Salary: £23K – 35K PA (Dependant on qualifications and experience)

Job Type: Full-time, Permanent

Close Date: 10th May 2024

About Us:

At Quantum Advisory, we’re committed to delivering high-quality services while ensuring value for our clients. With offices in Amersham, Birmingham, Cardiff, and London, our team consists of Partners who have previously led actuarial and employee benefit consulting teams at major firms. Additionally, we have welcomed senior appointments from other industry leaders, enhancing our expertise across all locations.

With a first-class pedigree and extensive experience, there's little in the realm of pensions work that we haven't undertaken. By investing in talented individuals, robust systems, and fostering proactive solution-based thinking, we aim to provide a premium service to our clients.

Investment Analyst – The Role:

Working within the pension’s industry you will be supporting the investment team in delivering a high-quality professional client service.

You will be part of the investment strategy team, assisting in the production of Asset Liability Modelling (“ALM”) analysis for our clients as well as Liability Driven Investment (“LDI”) portfolio design. You will be responsible for running and maintaining our proprietary models as well as producing analysis using PFaroe, a third-party pensions analysis tool.

Investment Analyst – Key Responsibilities:

In addition to your role in the investment strategy team, you will also assist the consultants in delivering day-to-day investment services to clients including:

- Reporting on clients’ investments

- Designing investment strategies

- Planning and managing asset transfers

- Preparing papers and presentations for trustee meetings

- Ensuring compliance with various governance requirements

- Within the role you will obtain and record relevant, up to date investment information by liaising with fund managers and carrying out research and analysis

This role is an opportunity to progress your investment career. Working as part of an expert team there is a large focus on training and development. You will be encouraged to actively contribute to internal discussions and new ideas to improve your knowledge and the services we provide our clients.

Investment Analyst – You:

- Graduate with an interest in financial markets

- Willingness to study towards relevant professional exams

- Excellent organisational skills

- Proactive approach to work

- Attention to detail

- Ability to meet tight deadlines

- Exceptional communication skills

- Team player

Investment Analyst – Benefits:

- Join a close-knit team of skilled, experienced, and passionate professionals

- Friendly work environment

- Flexible working hours

- 24 days of holiday per year with holiday trading option

- Volunteering leave

- Flexible benefits tailored to personal circumstances

- DC pension scheme

- Discretionary annual bonus

- Structured study and training plan

- Opportunities for skill and career development 

To submit your application for this exciting Investment Analyst opportunity, please click ‘Apply’ now.

Please note the closing date for applications is the 10th of May 2024. We reserve the right to close this vacancy early once a sufficient number of applications have been received

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