Investment Work, Jobs in Bristol, Eng (with Salaries)

Junior Investment Analyst
Swiss Life Global Solutions —Bath
- Microsoft Excel
- English
- Administrative experience
- Annual leave
- Employee assistance programme
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Investment Partnership Relationship Analyst
M&G plc —Bath
- Full-time
- Contracts
- Financial services
- Negotiation
- Annual leave
5d
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
Asset Investment and Delivery Manager
Curo —Bath
- £62,315 a year
- Full-time
- Hybrid work
- Project management
- Travel
- Contracts
1d
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
5d
Associate, Property & Asset Management
JLL —Bristol
- Microsoft Outlook
- Microsoft Office
- IT
Pensions Administrator
Broadstone Corporate Benefits Limited —Bristol
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Partnership & Business Development Manager
Homes England —Bristol
- £39,933 - £46,573 a year
- Full-time
- Hybrid work
- Project management
- Presentation skills
- SharePoint
- Annual leave
- Employee assistance programme
11d
Private Wealth Legal Executive
Osborne Clarke —Bristol
- Full-time
- Microsoft Outlook
- Administrative experience
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
- Banking
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —Bristol
- Full-time
- School
- Employee discount
Portfolio Manager (Cazenove Bristol)
Schroders —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Business development
Paraplanner
TrinityBridge —Bristol
- Travel
- IT
- Communication skills
12d
Finance Responsible UK M/F
Renvolt U.K. —Bristol
- Microsoft Powerpoint
- Microsoft Excel
- ERP systems
8d
Pensions Administration - Senior Business Improvement Analyst
Gallagher Benefit Services —Bristol
- Remote
- Customer service
- Microsoft Office
- Analysis skills
- Employee stock purchase plan
- Life insurance
Consultant – Manager, Finance and Business Cases, Defence and Security
Deloitte —Bristol
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Finance Administrator
Andros UK —Frome
- £26,500 - £27,000 a year
- Full-time
- Microsoft Excel
- Organisational skills
- IT
- Free parking
- Health & wellbeing programme
Quick apply
Assistant Manager - Financial Reporting (12 Month FTC)
Lloyds Banking Group —Bristol
- £44,901 - £49,890 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills

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Junior Investment Analyst

Swiss Life Global Solutions -
Bath

Apply Now

Job details

Benefits

Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Paid volunteer time

Qualifications

Microsoft Excel
English
Administrative experience
VBA
Financial services
Communication skills

Full job description

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.

Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.

At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

The Junior Investment Analyst reports to the Head of Investment Management and will be a member of Chase de Vere’s Investment Management Team.

The Junior Investment Analyst is primarily responsible for the quarterly maintenance and delivery of the Chase de Vere Fund Panels, including a number of other investment panels. The Fund Panels are used by 200 plus Chase de Vere advisers across the company’s offices nationwide.

The role is based in the company’s office in central Bath, where the Head of Investment Management is also based.

WHAT YOUR ROLE WILL INVOLVE

The key element of the role will be to construct and maintain both simple and complex spreadsheets. This will require the Junior Investment Analyst to be extremely proficient in using Excel. In addition, the Junior Investment Analyst will be required to identify and improve efficiencies with regards to current processes.

The role is instrumental in the maintenance and development of Chase de Vere’s Investment Proposition (including the advisory business and Discretionary Model Portfolio service), working with external research companies, product providers in requesting and collating information.

Responsibilities:

Maintaining and developing the company’s core investment fund panels
Constructing simple and complex spreadsheets that will support the quantitative requirements of the fund panels
Constructing simple and complex spreadsheets that will support the discretionary model portfolio service
Assisting with the provision of data, numerical and graphic, that will be used in regular updates and reporting
Working with external research companies, product providers for collating regular and ad-hoc information requests
Assisting in the administration of the Investment Proposition across multiple investment platforms
Producing and maintaining process documents for role responsibilities
Adhere to regulatory and compliance guidance at all times while consistently delivering to the highest service standards
Demonstrate flexibility to respond to the needs of the business and its clients
Have a high level of written English and the ability to produce well written and grammatically correct internal / external communications and reports
Ability to manage complex workloads and the ability to multi-task, and prioritise
Ability to work unsupervised to manage workload and meet strict deadlines

There will be the scope and opportunity for development within the role including moving towards:

Analytical fund research
Liaising with fund providers and fund managers
Contributing fund ideas to the Fund Panels and / or Discretionary Model Portfolios

WHAT YOU WILL NEED

Qualifications:

Educated to degree level or equivalent, either academically or professionally.

Experience:

A track record of successfully performing administrative responsibilities – a strong compliance and regulatory focus preferred;
An understanding of the financial services sector and regulatory context.

Skills

Extremely proficient in the use of Microsoft Excel – e.g. complex formulas, VBA etc.
Superior organisational, operational and administrative skills;
Exceptional attention to detail;
Strong communication skills, both verbal and written;
The ability to work as part of a team and maintain a positive, resilient and flexible approach to work.

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

25 days annual leave (increases to 30 days with service) plus Bank Holidays
Contributory pension scheme
Life assurance – 4 x annual salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Paid volunteering days each year
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities

Apply Now

Refine Your Search

investment jobs in bristol, eng

Junior Investment Analyst

Client Services Administrator

Client Services Executive

Investment Partnership Relationship Analyst

Sector Client Director - Healthcare

Asset Investment and Delivery Manager

Trainee Paraplanner

Associate, Property & Asset Management

Pensions Administrator

Partnership & Business Development Manager

Private Wealth Legal Executive

RBC Brewin Dolphin - Wealth Manager - West of England

Apprentice Pensions Administrator

Portfolio Manager (Cazenove Bristol)

Paraplanner

Finance Responsible UK M/F

Pensions Administration - Senior Business Improvement Analyst

Consultant – Manager, Finance and Business Cases, Defence and Security

Finance Administrator

Assistant Manager - Financial Reporting (12 Month FTC)

I want to receive the latest job alerts for investment in bristol, eng

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