Junior Investment Analyst

Investment Management Firm

London, United Kingdom (Nationwide and International Office Opportunities Available) 

Salary: Starting salary of £46,000 – £50,000 per annum, dependent on experience, qualifications, and overall suitability for the role.

Additional Compensation: Performance-related bonuses and incentive schemes are available, with realistic total first-year earning potential of £55,000 – £65,000+ per annum.

About Us:

We are a well-established investment management firm with a strong presence across domestic and international markets. For decades, we have provided investment solutions to private, corporate, and institutional clients, combining rigorous research, disciplined portfolio management, and a long-term approach to wealth creation.

Our success is built on attracting talented individuals and providing them with the training, resources, and support needed to develop successful careers within financial services. We foster a collaborative environment where innovation, professionalism, and continuous learning are encouraged at every level of the organisation.

As our business continues to grow, we are seeking ambitious graduates to join our investment team and contribute to the research and analysis that underpins our investment decision-making process.

Role Overview:

This is an excellent opportunity for a graduate or early-career professional looking to establish a career within investment management. As a Trainee Investment Analyst, you will work closely with experienced analysts, portfolio managers, and investment professionals, gaining practical exposure to financial markets, investment research, and portfolio analysis.

You will assist in evaluating investment opportunities across a range of asset classes, contribute to research projects, and support the development of investment recommendations. The role provides a structured learning environment designed to build both technical expertise and commercial understanding.

Key Responsibilities:

• Conduct market, sector, and company research to support investment decision-making.
• Analyse financial statements, company reports, and economic data.
• Assist in identifying investment opportunities across equity, fixed income, and alternative asset classes.
• Support the preparation of investment reports, presentations, and research materials.
• Monitor portfolio performance and assist in evaluating investment outcomes against objectives.
• Track market developments, economic trends, and regulatory changes affecting investment strategies.
• Work closely with portfolio managers and senior analysts on investment projects and client reporting.
• Contribute to the enhancement of research processes and analytical methodologies.
• Maintain accurate records and support investment documentation requirements.
• Participate in ongoing training and professional development programmes.

Requirements:

• Degree in Finance, Economics, Mathematics, Accounting, Business, or a related discipline.
• Strong analytical and numerical skills with the ability to interpret complex financial information.
• Genuine interest in financial markets, investing, and economic developments.
• Excellent written and verbal communication skills.
• Strong attention to detail and organisational abilities.
• Proficiency in Microsoft Excel, PowerPoint, and other analytical tools.
• FCA/PRA certification completed or in progress.
• Ability to work both independently and collaboratively within a team environment.
• Demonstrated commitment to developing a long-term career within investment management.

What We Offer:

• Competitive starting salary with structured progression opportunities.
• Performance-related bonus scheme and annual salary reviews.
• Full sponsorship and study support for CFA Level 1, including learning materials and examination fees.
• Comprehensive graduate training programme delivered by experienced investment professionals.
• Exposure to multiple areas of investment management and financial markets.
• Clear career development pathways into Investment Analyst and Portfolio Management positions.
• Private healthcare and employee wellbeing programmes.
• Pension contributions and additional employee benefits.
• Flexible working arrangements where applicable.
• Opportunities to collaborate with teams across national and international offices.

Additional Information:

This role is ideal for ambitious graduates seeking to build a career within investment management and financial markets. The successful candidate will benefit from structured development, professional qualifications support, and exposure to real investment decision-making from the outset.

Due to the volume of applications received, only candidates who meet the essential requirements will be considered. Shortlisted candidates will be contacted directly regarding the next stages of the recruitment process