Investment Analyst

Role Overview

Reporting to the Head of Research & Innovation, you will research equity and fixed income opportunities and turn financial and market information into practical investment recommendations. Your analysis, models, and reports will help the business assess potential returns and risks and make better-informed investment decisions.

Key Responsibilities

• Research asset classes, industries, companies, and competitors, tracking market conditions, economic indicators, and relevant developments.
• Review company financial statements and other available data to assess investment prospects and identify material risks.
• Build and maintain financial models to evaluate valuations, expected returns, and investment scenarios.
• Use quantitative analysis and statistical techniques to test assumptions and support recommendations.
• Monitor investment performance and key market or financial measures, highlighting significant changes and potential implications.
• Prepare clear investment reports, dashboards, and presentations that communicate findings and recommendations to stakeholders.
• Contribute research and analysis to budgeting, forecasting, financial reporting, and wider business decisions.
• Work with colleagues across functions to support research-related projects and improve the quality and efficiency of analytical processes.

Requirements & Qualifications

• Bachelor’s degree in investment, finance, business, or a related field.
• At least two years of experience in investment analysis.
• Progress toward the CFA qualification or an equivalent professional credential.
• Ability to interpret financial statements, market data, and economic information in an investment context.
• Experience developing or working with financial models and using quantitative analysis to assess investment opportunities.
• Strong written and verbal communication skills, including the ability to explain complex analysis clearly.