Trainee Investment Analyst, Shard

TRAINEE INVESTMENT ANALYST, THE SHARD, LONDON About the job

Join our dynamic team in one of the most iconic buildings in the world, The Shard, located in the heart of London. We are a leading investment firm committed to nurturing fresh talent and shaping the future of finance.

31.06.2024

Our comprehensive training programs are meticulously designed to equip you with the essential skills and knowledge required for a successful career in investment analysis. This includes intensive coursework on financial modelling, investment strategies, and market analysis. You will gain hands‑on experience through simulated trading exercises, case studies, and real‑world project work.

Additionally, the program offers exposure to both buy‑side and sell‑side investment operations, ensuring you understand the full spectrum of the investment landscape.

From day one, you will be integrated into our dynamic work environment, where you will collaborate with seasoned professionals on live projects. This practical exposure allows you to apply your training in real‑time, enhancing your analytical and decision‑making skills. You will rotate through different departments, gaining valuable insights into various aspects of the investment process.

To support your continuous growth and professional development, we sponsor certifications such as CFA (Chartered Financial Analyst), FRM (Financial Risk Manager), or other relevant qualifications. These certifications are highly regarded in the industry and will significantly enhance your expertise and career prospects.

• Conduct In‑Depth Market Research and Analysis
  • Objective:
    Understand the market landscape, identify opportunities and threats, and make informed recommendations.
  • Data Collection:
    Gather qualitative and quantitative data from industry reports, company financial statements, news articles, market databases, and competitor analysis.
  • Trend Analysis:
    Identify and analyse trends within the market, including consumer behaviour, technological advancements, regulatory changes, and macroeconomic factors.
  • SWOT Analysis:
    Evaluate the Strengths, Weaknesses, Opportunities, and Threats related to a specific market or company.
  • Competitor Analysis:
    Study competitors’ market positions, product offerings, pricing strategies, and overall business strategies.
  • Report Preparation:
    Summarise findings in detailed reports that provide actionable insights and strategic recommendations.
• Assist in the Preparation of Financial Models and Investment Reports
  • Financial Modelling:
    Develop financial models using spreadsheets or specialised software, including income statements, balance sheets, cash flow statements, and valuation models such as DCF, Comps, and Precedent Transactions.
  • Scenario Analysis:
    Perform sensitivity analysis to understand how different variables impact financial outcomes under various scenarios.
  • Data Integration:
    Incorporate historical financial data and market assumptions into models to project future performance.
  • Report Writing:
    Draft investment reports that summarise the findings from financial models, including executive summaries, detailed analysis, risk assessment, and investment recommendations.
• Support Senior Analysts in Portfolio Management
  • Portfolio Analysis:
    Regularly review and analyse the performance of current investments, including stocks, bonds, and other assets.
  • Rebalancing:
    Assist in rebalancing the portfolio to maintain the desired asset allocation and risk profile.
  • Risk Management:
    
    Monitor and analyse portfolio risk exposures using metrics such as VaR and stress testing.
  • Trade Execution:
    Support the execution of buy and sell orders, ensuring compliance with investment strategies and policies.
  • Reporting:
    Prepare periodic portfolio performance reports for internal use and for clients, detailing returns, asset allocation, and compliance with investment guidelines.
• Risk Management:
  
  Monitor Market Trends and Economic Indicators to Inform Investment Decisions
  • Objective:
    Stay informed about ongoing and emerging market trends and economic…