Equilibrium is more than just a Chartered Financial Planning company - we're an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making people's lives better. Whether it's our clients, our team, our community, or anyone who crosses our path! We believe in creating a positive impact in everything we do.
We've been named one of the top 10 companies to work for in the Best Companies Top 100 List 2023. Plus, we're proudly managing over £1.25bn in assets for our clients. Ready to be part of something big? This is where it all happens!
Finding the right people is the secret to our success. We're incredibly proud of our amazing team and their dedication to excellence. Join us and you'll enjoy fantastic benefits, a challenging, exciting role, with boundless opportunities for growth and development. We're serious about what we do, but we don't take ourselves too seriously, and we make time for fun along the way!
We are looking for an Investment Analyst with knowledge of investment management and some experience working in investment management or a related industry, such as financial planning.
Our New Investment Analyst Will
* Work alongside and support the investment team in managing the IFSL Equilibrium portfolios
* Research new investment opportunities and present them to the investment team
* Keep up to date with political and economic developments that may affect the financial markets
* Ensure investment management & research systems are correct and kept up to date
* Analyse client portfolios and present the findings to our Financial Planners and clients
* Help to manage discretionary client portfolios
* Help get our message out to clients through participation in marketing updates and collateral
Our New Investment Analyst Will Be Exceptional At
* Presenting and report writing
* Analytical thinking
* Using strong IT skills on a daily basis
* Demonstrating excellent attention to detail
Qualifications And Experience
* Prior experience working in an investment management role
* Ideally IMC or equivalent
* Working towards a Level 4 Diploma qualification via CISI, CII, or CFA
Why Join Us?
At Equilibrium, the pace is fast. Our team thrives in a dynamic environment and adapts quickly to changes. Our hardworking, friendly team has fostered a healthy working environment that encourages learning and growth.
We support our team’s development by covering the cost of study materials and exam fees for relevant qualifications, and offer paid study and exam leave.
We offer a minimum of 33 days holiday plus bank holidays, increasing to 38 days based on length of service.
Our flexible working framework allows team members to work outside the office and at times that suit them, where possible.
Additional benefits include bonuses, pension, death in service, income protection, and more.
Additional Details
* Seniority level: Entry level
* Employment type: Contract
* Job function: Finance and Sales
* Industries: Investment Banking
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