Investment Analyst

Investment Analyst

London (hybrid, 3 days a week onsite)

£36,000 - £41,000 per annum 

Working closely with the Head of Investments you’ll support the day-to-day work that keeps the function running, from analysing portfolios to turning complex data into something clients and colleagues can understand.

What you’ll be doing

• Producing weekly investment updates using data, charts and clear writing.
• Supporting day-to-day investment work and portfolio reporting.
• Responding to questions from colleagues and clients.
• Supporting fund selection, due diligence and manager reviews.
• Assisting with portfolio reviews, with scope to take on more over time.

What makes this role different

• You’ll get exposure to different areas of the investment process, from analysis through to client communication.
• There’s variety in the work and a chance to build real understanding quickly.
• You’ll also be working in a small team, which means visibility, responsibility and the opportunity to have your thinking heard.
• Scope to take on more responsibility over time as your knowledge builds. 

What matters for this role

• A clear interest in investments, shown through study, reading or experience.
• High attention to detail and accuracy.
• Ability to communicate clearly and explain information without jargon.
• Evidence you can deliver work to a good standard. 
• Strong Excel skills.

It would be good for you to have

• Some experience in a related role.
• Familiarity with coding. 

Our commitment to inclusion 

At Weatherbys Banking Group, we’re committed to building a diverse and inclusive workplace where everyone feels respected, supported, and empowered to thrive. We believe that different perspectives and lived experiences make us stronger, and we actively welcome applications from people of all backgrounds and communities.

As a proud Disability Confident Committed employer, we’re dedicated to creating an environment that’s accessible and inclusive for all. If you have a disability and meet the minimum criteria for the role, you’ll be guaranteed an interview. If you need any adjustments during the recruitment process, please let us know we are here to support you.