Investment Analyst

Lowes Group of Companies

Job Description
Department:

Investments
Post Title:

Investment Analyst
Reports to:

Investment Manager

Job purpose:
The purpose of the role is to undertake a wide range of duties in relation to the investment analysis. As an investment analyst you will need to be adept in researching and understanding the financial market and be able to communicate this information to others.

The role will encompass research and provision of financial information to help our Investment Managers make decisions about investments. The information you provide will assist with ensuring that investment portfolios are well managed and that potential investment opportunities are highlighted.

You will provide an insight into economic trends and evaluate investment potential. You will have an understanding of financial analytics and specific fund and sector data. You will also know how to access and interpret wider business information such as relevant economic data and political events.

Specific tasks include:

N.B. This list is not exhaustive and is to be used as a guide to the main duties and responsibilities of the post-holder and is subject to change in accordance with the needs of the business.

Conducting due diligence on specific collective investment funds or fund sectors
Keeping up to date with market developments and all other areas that can affect the markets, e.g., economic data, geopolitical events
Monitoring the financial news using specialist media sources
Portfolio analysis and construction
Drafting and writing research reports for Investment Manager, Financial Advisers or Client use
Providing information to Investment Manager including summaries of research, and investment ideas
Making recommendations to Investment Manager, being able to position ideas and articulate potential risks and rewards
Ensuring that that all compliance regulations are met
Ensuring that procedures and controls are adhered to
Ability to work to deadlines with excellent organisational skills
Proactively strive to improve the service we provide to our clients
Contributing to departmental guides, processes, and procedures
Ability to empathise and build strong business relationships with other team members
Assist with good customer outcomes and with particular reference to Consumer Duty
Any other duties that may be reasonably required