Competitive salary
Pension scheme
Life assurance

Graduate Investment Analyst

Salary 28,000
Location Redditch
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

Broadstone have an exciting opportunity for a Graduate Investment Analyst to join the team.

 

Location: Redditch

Salary: Up to £28k per annum

Start date: September 2023

 

Graduate Investment Analyst - The Role:

Due to continued growth, we have the opportunity for a Graduate Investment Analyst to join our thriving Investment Consultancy. You will help the team to provide a full range of investment consulting services to a range of clients. You will assist in the production of investment reports, carry out investment strategy reviews, manage asset transitions, and may be the main point of contact for the day-to-day requirements of our Investment Consulting clients.

 

Graduate Investment Analyst – Key Responsibilities:

The role will include:

  • Set up and run asset and liability modelling software and draft reports based on the output
  • Manage the transition of assets between funds and managers as required
  • Draft reports detailing investment strategy and fund manager selection advice to clients
  • Monitor Fund Managers that have been recommended to clients on an ongoing basis; highlighting any alerts that clients should be aware of
  • Provide full support to the Investment Consultants to ensure that excellent client relationships are maintained at all times
  • Attend client/ fund manager meetings and take note of action points where required

 

Graduate Investment Analyst – You:

- Graduate with a 2.1 or above at bachelor’s degree level (numerate degree preferable)

- An A' level (or equivalent) at Grade B or above in Maths

- Demonstrable interest in investments

- You will be ready to start studying towards the CFA qualification

- The successful candidate must, by the start of the employment, have permission to work in the UK

The Broadstone Group is a leading, independent provider of specialist pensions, trustee, and employee benefits solutions to small to medium enterprises and large corporates.

At the heart of our business is a diverse team of specialist advisers, each with a unique knowledge base within their specific area.  Our company structure and systems, finely-tuned over the years, enable our advisers to remain intricately linked to provide clients with coordinated, end-to-end solutions whenever required. This ethos is one that continually upholds good practice, encourages proactivity, and ultimately benefits our client’s bottom line.

Broadstone is a Living Wage Employer

We have been accredited as a Living Wage Employer. This means that we have made a living wage commitment to ensure that everyone working at Broadstone will receive at least a minimum hourly wage. Both rates are significantly higher than the government minimum for over 23s.

Client First

We aim to be the most customer service centric business in the sector. We put the interests and the needs of clients first.

Outcome Driven

We focus on achieving the best possible results. We use our experience and expertise to realise opportunities and deliver on objectives.

Collectively Confident

We challenge ourselves to embrace change and look to the future. We continuously improve by evolving to create, capture and realise new opportunities for our customers and colleagues.

Forward Thinking

We seek to build strong relationships through collaboration. We develop a recognition and understanding of each other to collectively achieve more from each other for the benefit of all.

We are proud of the total reward package that we offer to our employees. Our flexible benefits approach gives individuals the power to select the package that best suits their needs.

  • Competitive salary
  • 25 days holiday, plus bank holidays (with the option to buy more)
  • Generous pension scheme
  • Fully supported Study Programme
  • Health cash plan (level 1)
  • Life Assurance
  • Group Income Protection
  • Eye tests
  • Social events
  • Community volunteering days
  • Employee Assistance Programme
  • Health club discounts
  • Give as you earn scheme*
  • Personal Accident insurance*
  • Travel insurance*
  • Health Assessments*
  • Dental insurance*
  • Cycle to work scheme*
  • Tech scheme*
  • Critical illness*
  • Cancer checks*
  • The Green Car Scheme*
  • Discounts on entertainment, cars, insurance, and much more

* Additional benefits which can be purchased by the employee.

Diversity and inclusion is at the forefront of both our HR and wider business agenda. We’re an equal opportunity employer, which means we’ll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and their passion for delivering excellence. We’re committed to creating an inclusive environment for all employees.

Please contact us if you need any adjustments or changes made to help you find and apply for jobs with us.

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