Investment Analyst

Job Title: Investment Analyst

Location: Cardiff, with hybrid working

Salary: Up to £40K depending on experience

Job Type: Permanent / Full Time

Working within the pension's industry you will be supporting the investment team in delivering a high-quality professional client service to both internal and external customers. Working as part of the investment team you will be instrumental in its ongoing development to attain profitable and sustainable growth through effective client management. You will assist the consultants in delivering day to day investment services to clients including:

• 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

Within the role you will obtain and record relevant, up to date investment information by liaising with fund managers and carrying out research and analysis.

This role is an opportunity to progress your investment career. Working as part of a small team there is a large focus on training and development. You will be encouraged to actively contribute to internal discussions and new ideas to improve your knowledge and the services we provide our clients with.

The ideal candidate will have 2-3 years' experience working in a similar or related field and be looking to continue their professional qualifications. In addition you will need to:

• have IMC, CFA1 or actuarial equivalent qualification
• have experience of using Excel and other statistical software
• be a good communicator whose strengths are their self-organisation and attention to detail.
• be able to work to tight deadlines and take a pro-active approach to your work.

You will be supported to continue with professional qualifications for your progress and development.

A full job description is available on request.

Work for us and you will become part of a close-knit team that is skilled, experienced and passionate about delivering a high-quality consultancy service to our corporate and trustee clients. We are a professional company; our standards are high and atmosphere is friendly and stimulating.

We offer a friendly place to work with flexible working hours, 24 days holiday per year with holiday trading, increasing holiday entitlement with service, volunteering leave, flexible benefits to suit your personal circumstances, DC pension scheme, and a discretionary annual bonus. You will also be offered a structured training plan and will be given the chance to further develop your skills and career.

Quantum Advisory is an equal opportunities employer and committed to diversity and inclusion.

We offer hybrid working and expect this role to be office based for an average of two days a week (this will be based around the needs of the business), however during your probation period you may be required to be fully office based to undertake training and to enable you to create relationships with your fellow team members and colleagues across the wider business.

Please click on the APPLY button to send your CV and Cover Letter for this role.

Candidates with experience of Investment Associate, Pensions Investment Analyst, Junior Investment Consultant, Actuarial Analyst, Asset Management Analyst, Performance Analyst, Investment Performance Monitoring, Asset Allocation Strategy, Manager Research may also be considered for this role.