Investment Analyst - Bristol

£ 25,000 - £ 30,000 - Accountancy / Finance
Ref: 3061 Date Posted: Wednesday 25 May 2022
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Investment Analyst

£ 25,000 - £ 30,000 | City Centre | Hybrid


This role is a great opportunity to start or progress your investment career!!!


We are working with a leading boutique Investment Company which requires an Investment Analyst. The purpose of the role is to support the implementation of key components of the investment strategy, which will incorporate its clients’ needs and minimized the long-term risk.

As a candidate you will either be already experienced in this field and looking for a new challenge, or be a highly numerate, analytical type, with exceptional Excel and analysis skills looking to get into the investment sector.




  • Routine reporting on clients’ investments
  • Designing investment strategies
  • Planning and managing asset transfers
  • Preparing papers and presentations for trustee meetings
  • Ensuring compliance with various governance requirements



  • You will be a good communicator, whose strengths are their self-organisation and attention to detail
  • You will need to be able to work to tight deadlines and take a proactive approach to your work
  • You will be highly numerical with an understanding of statistical and quantitative techniques.
  • You will have a passion for sustainability
  • Ideally University Graduate (2:1 and above)
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