Seeking c£20k
Candidate Profile
FINANCIAL RESEARCH ANALYST who has gained almost 3 years experience within a wealth management company. Selects, monitors and evaluates current selection of four risk-profiled investment portfolios.
Makes decisions on asset allocations and investments for the investment portfolios. Liaises with fund manager representatives of underperforming investment funds whilst simultaneously liaising with potential replacement to improve the overall performance of the portfolio.Knowledge of O and M pensions analysis reports, Fund Analysis via Financial Express Analytics, 1st software database and Intelligent Office.
Part qualified towards Diploma for Financial Advisers. BA (Hons) Economics, Politics and Philosophy - 2:2.Seeking a new opportunity.
Contact
Jenny Brophy
T:
0113 244 0846. Mon-Fri 8.30am - 5.30pm.
F: 0845 458 8619
E:
jbrophy@iauk.co.uk
