Investment Analyst – 2025 intake (Cheltenham)

Job title:

Investment Analyst – 2025 intake (Cheltenham)

Company

Barnett Waddingham

Job description

Job Description:Investment AnalystPlease learn about the application process here:We are proud to be a leading independent UK professional services consultancy at the forefront of risk, pensions, investment, and insurance with a team of around 1800 colleagues in nine offices around the UK and we are growing!! We were recognised as being one of the ‘best places to work in the UK’ in 2022 and 2023 and those who join us tend to stay, thriving in a professional learning environment and caring culture.Wholly owned by Partners, we pride ourselves on being a friendly and inclusive firm, which maintains its core values of Principled, Quality, Partnership and Respect. We have the freedom to provide our clients with a high quality, innovative and professional service through strong working relationships and tailored solutions to meet our client’s needs.We develop teams who give and welcome different opinions, views and cultural perspectives and building on our culture of doing the right thing. We want everyone at BW to feel they can bring their whole self to work, confident they are included and respected and work together to build an inclusive and diverse working environment.The supportive structure we have in place will help you manage your work/life balance, which is why our study support package and dedicated training team are always on hand for guidance throughout our graduate programme and beyond. Look at what graduates, who recently joined us have to say:I joined the Glasgow office as part of the 2023 graduate intake. From the moment I walked through the doors, I have enjoyed being a part of a supportive and engaging environment. Since starting on the investment team, I have been involved with a variety of clients of all sizes, including DB pension schemes, DC pension schemes, local government pension schemes and specialist investment advisory clients. I have also had the chance to be part of a research team, gaining exposure to a different style of work and approach to learning.As part of my role, I have also had the opportunity to start working towards a professional qualification. Through the comprehensive study package and mentor support, I have been able to effectively apply myself to my studies, despite not coming from a financial background. On the social side, there is always lots going on both at local and firm level. As well as being enjoyable, these opportunities to get stuck in and mingle across teams, levels and offices have helped me to foster both a real interest and confidence in my own development.Sustainability:Our independence means we’re free to think beyond standard environmental, social and governance (ESG) labels and start conversations that consider the full universe of sustainable action.From holistic data-driven approaches towards impact investing and responsible business strategies, to simpler, everyday improvements that combine social and environmental benefits. We are always looking for new ways to provide and shape a more sustainable future.The Investment Analyst role in our Investment Consulting team:All of our graduates get early opportunities to work directly with clients and plenty of training to develop their technical, communication and problem-solving skills.Some of the tasks you can get involved in as an Investment Analyst working across in the Investment Consulting team include:

• working with consultants to assess the objectives and requirements of clients (including pension schemes, corporates, charities, endowments and more);
• working with Client Account Managers to prepare bespoke investment advice and regular reports;
• carrying out investment calculations, alongside building and running investment models;
• attending client meetings and taking an active role in presentations;
• building knowledge through research (such as investment manager research, sustainable investment research or within another of our specialist research sub-teams);
• preparing regulatory disclosures;
• general consultancy, including communicating with clients and third parties on a day-to-day basis; and
• studying for either the IFoA or CFA qualification.

Our investment analysts develop a broad, transferable skillset which covers both technical and consulting matters. You will also have opportunities to work on a wide range of projects and to develop your softer skills.Alongside the on-the-job training you will have full study support comprising of study leave, financial support, and a study mentor – we want you to succeed with us!We would love to hear from if you have:Our current graduate vacancies require a minimum 2:1 degree, A at A-Level or Higher Maths and Level 6 at GCSE English Language or B at Scottish National 5, (or other equivalent qualifications), we require dedicated individuals with a strong academic background who are dynamic, proactive and have excellent communication skills.What’s in it for you:

• Competitive discretionary annual bonus and salary review
• Generous pension scheme (we contribute 8%)
• Funded training and professional development
• Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading
• A comprehensive range of voluntary benefits to suit you including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts

The application process:Thank you for your interest in our 2025 graduate position! After you submit your CV and complete the job-specific eligibility criteria questions, the early careers team will review your application. Successful candidates will receive an email with a link to the Criteria Corp testing platform. On this platform, you will be required to complete three sections designed to assess various skills and aptitudes, this also includes a one-way video interview section. (More information on the individual sections will be provided when you receive the link.The Early Careers team will review the results and successful applicants will be invited to a short telephone call before the assessment day in the local office that you have applied for. We will start sending candidates to the Criteria Corp testing platform towards the end of August, so if you apply over the next few weeks, please bear with us.Our Assessment days will are planned the week commencing 18 November until Christmas.We look forward to seeing your potential and wish you the best of luck throughout the application process!Accessibility:We are a Disability Confident Employer. If you have a disability, learning difficulty, medical condition, or individual need, which you believe may affect your performance during our selection process, we’ll be happy to make adjustments to our processes to enable you a fair opportunity to showcase your skills. Please visit AbilityNet should you benefit from advice on making your device easier to use if you have a disability. Should you require information in a different format, have other accessibility or reasonable adjustment requirements or if you find any problems not listed on this page, please contact or call us on 0333 11 11 222.Postal applications should be sent to: Resourcing & Talent Acquisition, Barnett Waddingham, St James’s House, St James Square, Cheltenham, Gloucestershire, GL50 3PRNot quite the right opportunity for you this time?Follow Barnett Waddingham on LinkedIn

Expected salary

Location

United Kingdom

Job date

Wed, 07 Aug 2024 02:43:12 GMT

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