Alpha Portfolio Management is an award-winning Bristol-based investment manager. Providing a broad range of investment services to clients, working with professional partners, such as financial advisers, accountants and solicitors. We are aiming to grow our team, to support our growth plans. More information can be found at www.alpha-pm.co.uk
We are seeking an experienced investment research analyst to join our central Bristol office. Providing a professional, high-quality service to our clients. An important role in a small team, which is dynamic and varied.
The role:
- Providing analytical investment research support to the portfolio management team.
- Full-time. Monday to Friday. Typically, 7.30am to 4.30pm (one hour lunch break).
- Permanent position. 40 hours per week.
- This is an office-based role. BS1 / Bristol Temple Meads location with good transport links.
Main responsibilities:
- Generate investment ideas for inclusion on Alpha’s core recommended list of investments.
- Monitor and maintain research on Alpha’s core recommended list.
- Undertake sector reviews and analysis of individual companies and investment funds.
- Provide input into Alpha’s investment process, through daily updates, alongside more formal weekly and monthly meetings.
- Completing all daily research processes and tasks. Updating internal systems.
- Preparing for client, adviser and fund manager meetings and presentations.
- Providing general research support to portfolio managers and assisting with any client requests or queries.
The ideal candidate:
- Must have demonstrable experience as equity analyst of at least 5 years, preferably 7 to 10 years, with strong understanding of fundamental analysis.
- Our core list is broad, but the candidate must have experience of researching individual UK companies.
- Ability to put forward timely and well communicated investment recommendations.
- Appropriate computer skills, including Microsoft Office. Confident with excel.
- Strong verbal and written communication skills with rigorous attention to detail.
- Diligent, hardworking and friendly.
- An ability to work under pressure and to deadlines, effectively prioritising workload.
- Able to work both independently and as part of a team.
- Ability to adapt to changing processes or situations.
Package:
- Offering £45,000- £65,000, depending on experience.
- Plus, annual discretionary bonus.
- Generous wider benefits package – pension, life assurance, health insurance, other employment benefits.
- The firm is supportive of career progression and professional development, including exams.
If you are interested in joining a professional and friendly team and have the relevant skills and experience, please apply today!
Pay: £45,000.00-£65,000.00 per year
Benefits:
- Company pension
- Cycle to work scheme
- Employee discount
- Life insurance
- Private medical insurance
Experience:
- equity analyst: 5 years (required)
Work Location: In person
