Investment Analyst

About the Role

Our client is seeking a diligent and analytical Investment Analyst to join their prestigious investment management firm located in Leeds . This role is crucial in supporting the investment team by conducting thorough research, due diligence, and financial analysis on potential investment opportunities. You will play a key part in evaluating market trends, company performance, and economic factors that influence investment decisions. This position offers a fantastic opportunity for an individual looking to build a career in investment management within a supportive and performance-driven culture.

Key Responsibilities

• Perform in-depth financial analysis and valuation of public and private companies.
• Conduct market research and economic analysis to identify investment themes and opportunities.
• Prepare investment recommendations and present findings to the investment committee.
• Monitor existing portfolio investments and provide performance updates.
• Assist in the due diligence process for new investment targets.
• Build and maintain financial models to support investment analysis.

Requirements

• Bachelor's degree in Finance, Economics, or a related quantitative discipline.
• 1-3 years of experience in investment analysis, equity research, or a similar finance role.
• Strong understanding of financial statements, valuation methodologies, and investment principles.
• Proficiency in Microsoft Excel and financial databases (e.g., Bloomberg, Refinitiv Eikon).
• Excellent research, analytical, and report-writing skills.

Benefits

• Competitive salary and potential for discretionary bonuses.
• Hybrid working arrangement to balance office collaboration and personal flexibility.
• Private healthcare coverage and wellness programs.
• Support for professional qualifications like the CFA.
• A stimulating work environment with exposure to diverse investment strategies.