Junior Investment Analyst

Junior Investment AnalystLocation: Near Thurmaston, Leicestershire - WFH on Mondays and Fridays
Hours: 9:00 - 17:30 Salary:
Salary: Up to £38k
Benefits:20 days annual leave plus statutory holidays, 3% employer pension contributions, DIS (post completion of probation), and access to private medical insurance (post completion of probation).
About the Role:
Join a small, friendly, and busy family office with an extremely pleasant working environment. We are seeking a Junior Investment Analyst to support our Directors and investment team. This is a fantastic opportunity for someone with a keen interest in finance and investments, looking to grow their career in a dynamic and supportive setting.
Key Responsibilities:

• Investment Reporting: Co-ordinate the downloading of investment reports from various sources, maintain records, and manage document flow to Directors.
• Payment Coordination: Diarise payment dates and verbally confirm bank details prior to payments.
• Record Maintenance: Keep thorough physical and digital records of all investment documents, including agreements, progress reports, news updates, quarterly figures, and annual reports.
• Compliance: Work with in-house legal counsel to meet money laundering and KYC requirements for new and existing investments.
• Financial Assistance: Assist with month-end and year-end processes by gathering valuation information for the Financial Controller/Director.
• Scheduling: Liaise with funds and direct investment personnel to schedule meetings for Directors.
• General Support: Provide general assistance to the Directors as required.
• Basic Finance Duties: Perform basic finance tasks; experience with Excel is an advantage but not required.

Candidate Profile:

• Personable and Presentable: Confident in conversing with Directors and high-level investment professionals.
• Experience: Background in finance or investments.
• Organisational Skills: Extremely good organisational skills and the ability to multitask.
• Adaptability: A can-do attitude, flexible to work in an ever-changing environment, and willing to take on new tasks.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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