JJ SEARCH LIMITED
Trainee Sustainability Investment Analyst , Investment Management
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The Company:
Our client is a highly regarded wealth management company, highly recognised with a fantastic reputation.
The Role:
The Trainee Sustainability Investment Analyst position supports the activities of the Sustainable Investment team with a primary focus on the Sustainable multi-manager portfolios which service UK and International IFA markets and private clients. The Trainee Sustainability Investment Analyst will support with:
- Operational oversight of portfolio models
- Updating materials and investment reports
- Generating analysis on the portfolios to help with decision-making
- Supporting client information requests and questions
The Trainee Sustainability Investment Analyst will work with platforms such as Morningstar, FactSet, and Style Analytics. Responsibilities include:
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- Updating sustainable literature including presentations, quarterly reviews, performance, and asset allocation
- Submitting periodic data requests from third parties, such as risk profilers
- Contributing to building efficient processes within the team, including the integration of AI tooling
- Compiling risk and analytics packs for sustainable investment committee meetings
- Monitoring markets to understand current drivers and market sentiment at the asset class and sub-asset class level
The Trainee Sustainability Investment Analyst will contribute towards sustainable investment research, primarily focussing on third party funds across fixed income, equities, and alternatives. Additional support includes:
- Supporting Investment and Wealth Managers with adviser/client requests for information and questions on proposition
- Supporting communications, including sustainable investing thought-leadership content
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The Candidate:
- A Recent Finance, Economics, Investment Graduate (or similar degree) with a real interest in Sustainable Investing – and is able to demonstrate their interest to work in this area.
- An understanding of asset classes and portfolio construction within the wealth and asset management industry.
- Knowledge and interest in sustainable finance.
- Interest to study and work towards the CFA qualification – if not already started.
- Understanding of market cycles, drivers, and characteristics.
- Strong communication skills and highly organised – essential!
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