● Investment Analyst

Key Responsibilities

• Rebalancing – accuracy of calculations and dealing instructions. Following the rebalancing process with all necessary documentation signed and sent to the correct departments.
• Portfolio requests – producing comparison reports designed for analysis and promoting TRC model portfolios.
• Monthly deadline/tasks – Asset outlook, pinnacle, and portfolio returns either emailed to clients or saved to the work drive.
• Weekly tasks – weekly market re-cap, monitoring of requests from advisers, and Adobe sign reminders.
• General Adviser requests – research and construction of bespoke portfolios outside of TRC models, producing snapshots, portfolio graphs, and valuations.
• Other – Research for model portfolios, ensuring the master list is updated.

Specific Measures of Success

1. Consistency – ensuring ongoing high-quality work and always meeting the role’s metrics.

2. Accurate – to have zero errors on dealing forms.

3. Detailed Orientated - attention to detail on all work, supervisor should not be picking up errors.

4. Time Management – all tasks and deadlines are met.

5. Communication – ensuring all nuances of work completed is communicated with the relevant departments and clients so as to manage expectations.

6. Model Portfolio Performance – all models to be in line or exceed their respective benchmarks.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field; Master’s degree or CFA designation is a plus.
• Excellent written and verbal communication skills.
• Proven experience in investment analysis, financial research, or a related role.
• Strong understanding of financial markets, instruments, and investment strategies.
• Proficient in using Spreadsheet
• Excellent analytical and quantitative skills.
• Proficiency in financial modeling and valuation techniques.
• Strong written and verbal communication skills.
• Attention to detail and the ability to work under pressure.
• Familiar in using financial software and tools (e.g., Bloomberg, Excel, financial databases).