Junior Investment Analyst

Junior Investment Analyst

We are hiring a Junior Investment Analyst to support the continued growth of Aspire Financial’s private-client investment portfolios. As the volume of portfolio reviews, market research and performance reporting increases, we need someone with strong numerical ability, close attention to detail and a genuine interest in building a career within investment management.

Aspire Financial provides asset management and investment advisory services to private clients. Our work begins with understanding what each client wants their money to achieve before considering asset allocation, risk or individual investments.

You will work closely with Senior Investment Managers, contributing to the research, analysis and reporting behind discretionary and advisory portfolios. This is an entry-level position with structured coaching, technical training and increasing responsibility as your knowledge develops.

Your responsibilities will include:

Researching funds, equities, fixed-income investments and wider market developments
Analysing portfolio performance, asset allocation, risk and investment costs
Preparing research notes and supporting papers for Senior Investment Managers
Monitoring economic, political and market events that may affect client portfolios
Producing accurate data and commentary for portfolio reviews
Supporting the preparation of client reports and investment presentations
Maintaining investment records and checking data across internal systems
Assisting with analysis used in portfolio rebalancing and investment decisions
Attending internal investment meetings and recording agreed actions
Working with investment, client services and compliance colleagues

All investment analysis and client recommendations will be reviewed by appropriately experienced senior colleagues.

What we’re looking for

You should have:

Strong analytical and problem-solving skills
Confidence working with numbers and financial information
Working knowledge of Microsoft Excel
Clear written and verbal communication
The ability to research information and explain your findings
Good organisation and respect for confidential client information
The right to work in the UK

A degree in finance, economics, business, mathematics or a related subject would be useful, but it is not essential where you can demonstrate relevant ability and commercial awareness.

Salary and working hours

The salary for this position is £30,000–£33,000 per year.

This is a permanent, full-time position based entirely at our Birmingham office at 103 Colmore Row, Birmingham, B3 3AG. Working hours are Monday to Friday, 8:30am–5:00pm, with a one-hour paid break.

Training and benefits
One-to-one coaching from Senior Investment Managers
Structured technical and portfolio-analysis training
Support towards an appropriate investment qualification, such as the IMC or CFA pathway
Paid study time
25 days’ annual leave plus bank holidays
Workplace pension
Regular development and salary reviews
Modern Birmingham city-centre office

Aspire Financial is an equal-opportunity employer. We welcome applications from suitably qualified candidates and can provide reasonable adjustments throughout the recruitment process.

If you are looking for an opportunity where your analytical ability is recognised and your development is taken seriously, apply with your current CV to be considered for the next stage.

Pay: £30,000.00-£33,000.00 per year

Benefits:

• Additional leave
• Company pension
• Financial planning services
• On-site parking
• Private medical insurance
• Sick pay

Work authorisation:

• United Kingdom (required)

Work Location: In person