Junior Investment Analyst

About the Role

Our client is actively recruiting a motivated Junior Investment Analyst to join their growing investment team in Liverpool, Merseyside, UK . This role offers an excellent foundation for a career in asset management, focusing on market research, financial analysis, and supporting senior analysts and portfolio managers. You will be involved in evaluating investment opportunities, monitoring existing portfolios, and contributing to investment strategy discussions. This is an ideal opportunity for a recent graduate or early-career professional looking to develop their skills within a supportive, hybrid working environment.

Key Responsibilities

• Assist in the research and analysis of equity, fixed income, and alternative investment opportunities.
• Gather and interpret financial data, market trends, and economic indicators.
• Prepare investment reports, presentations, and performance summaries.
• Support senior analysts in portfolio construction and risk management activities.
• Monitor news and industry developments relevant to the investment portfolio.
• Maintain and update investment databases and financial models.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related quantitative field.
• Strong analytical and quantitative skills, with a keen interest in financial markets.
• Proficiency in Microsoft Excel; experience with financial databases (e.g., Bloomberg) is a plus.
• Excellent written and verbal communication skills.
• Ability to work effectively both independently and as part of a team in a hybrid setting.

Benefits

• Competitive entry-level salary with potential for performance-based increases.
• Hybrid work model providing flexibility.
• Comprehensive health, dental, and vision coverage.
• Opportunities for professional development and support for relevant certifications (e.g., CFA Level 1).
• Mentorship program with experienced investment professionals.