vacancy

Investment Data Analyst (644)

Ref: 644
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Summary:

Cathedral Appointments is looking to recruit an Investment Data Analyst to join a forward-thinking Financial Services firm on a full-time, permanent basis. You will be supporting the Head of Investment in duties. You should ideally be working towards an Investment qualification but study support is available towards relevant industry qualifications (CISI/IMC/CII).

What will you be doing as an Investment Data Analyst?

  • Providing administrative support to the Operations Manager and Head of Investment.
  • Undertaking data auditing to ensure the accuracy of key client data.
  • Maintaining an income management schedule.
  • Liasing with advisers and administrators when needed.  
  • Researching markets across broad asset classes as well as potential client inclusion investments.

Skills/Qualifications of an Investment Data Analyst:

  • Ideally, you should be working towards an Investment qualification (CISI/IMC)
  • You should be highly organised with excellent attention to detail.
  • You should have excellent written and numerical skills.
  • You should have excellent use of Word and Excel as well as an ability to pick up new software quickly.

The Benefits:

  • Opportunity for flexible working.
  • 25 days + Bank Holidays leave

Ref: 8384

Recruitment Consultant: Jo Howell.