Junior Investment Analyst

Astute Investment Management are seeking a bright and motivated Junior Investment Analyst to join our dynamic team, supporting our experienced Chief Investment Officer (CIO) in managing our successful OEIC fund range. This is an opportunity to gain valuable hands-on experience, contribute to real-world decisions, and launch your career in the exciting world of investment management. Please send your CV and cover letter to info@astuteimltd.co.uk 

About Us 

At Astute Investment Management, we run an investment proposition for our sister advice company, Astute Private Wealth. As a planning led business, our focus is on delivering peace of mind and security to our clients, ensuring that Astute's investors achieve their personal goals and objectives. With over £600m invested directly in the VT Astute funds and over £1bn in assets under influence across the group, our integrated approach to financial planning and investment continues to reach new audiences, driving sustainable growth while maintaining the personalised service that sits at the heart of our proposition. 

The team are led by Chief Investment Officer and Citywire Top 100 Wealth Manager Dr Scott Osborne, and are based in St Paul’s Square, Liverpool. 

What You’ll Do: 

• Assist the CIO in researching and analysing potential investments across different asset classes. 
• Learn essential research methodologies and data analysis techniques. 
• Contribute to drafting research notes and presentations under senior guidance. 
• Support team activities and projects to gain diverse experiences. 
• Maintain compliance with all relevant regulations under supervision. 
• You’ll also have the opportunity to gain exposure to client interactions (optional) and contribute to client-facing materials . 
• Attend meetings and events with fund managers, industry representatives and peers. 

What You’ll Bring: 

• Degree Qualified in an industry relevant or quantitative/analytical discipline 
• A strong interest in finance and investments. 
• A keen eye for detail and a passion for learning. 
• Excellent research and analytical skills. 
• Effective communication and presentation skills (development of this will be encouraged). 
• Ability to work both independently and collaboratively with our senior investment analyst and CIO. 
• A proactive and eager-to-learn attitude, including the desire to pursue industry qualifications. 

Bonus Points: 

• Experience in fund research and software tools (Morningstar, Lipper). 
• Understanding/experience of financial advisory firms and integrated investment management solutions. 
• Postgraduate qualification in a quantitative discipline. 

What We Offer: 

• Competitive salary and benefits package, with potential for salary increases upon passing relevant industry exams. 
• Hands-on learning and mentorship from experienced professionals. 
• Supportive and collaborative work environment. 
• Comprehensive training and development opportunities, including support for pursuing industry exams. 
• Opportunity to build a successful career in investment management