Trainee Investment Analyst

Date Posted: 30+ days ago
Birmingham B4 6AR

Job Description

Our multiple award-winning Investment department are a team of 21 people who collectively manage assets of over £8bn. As an Investment Analyst within Wesleyan you will research a range of UK and international companies, as well as investment trusts and collective investment schemes, in order to provide clear recommendations to our fund managers through written reports, team meetings and group presentations. The role may also include responsibility for trading in shares and bonds, assisting with treasury operations, administrative support and the production of internal and external reports.

Wesleyan is a specialist financial mutual with a long history and a clear purpose to create brighter financial futures for the our trusted professional customers – doctors, dentists, lawyers and teachers. We have exciting and ambitious plans to grow our business to deliver even better outcomes for our customers and our people.

Successful candidates will be enrolled on Investment Management Certificate (IMC) and Chartered Financial Analyst (CFA) Programmes to complete their formal graduate training with study support provided throughout. Analyst development is driven through individual research, team debates and mentoring, as well as professional interactions including meetings with company management, economists and industry specialists.

Are you the right person for the job?

  • Candidates should have strong A-level grades and be on track for, or have obtained, a minimum 2:1 degree (or equivalent)
  • Applications will be considered from a range of degree disciplines, although strong numeracy skills are required
  • Candidates should be able to demonstrate a strong interest in the financial markets and a willingness to undertake further studies to support the role
  • Candidates should be a team player with effective communication and interpersonal skills
  • Relevant work experience or internships would be preferred

So, what can you expect in return?

On top of a competitive salary you can expect:

  • Investments Bonus Scheme - up to 77% bonus
  • Pay increases based on exam passes
  • All your investment exams paid for and study leave provided
  • 25 days holiday plus bank holidays (rising to 28 days with service anniversaries) and you have the option to buy/sell holiday too
  • Flexible working to provide a healthy work life balance, split your week working from home and our iconic Birmingham city centre office
  • Our great pension scheme is company matched, plus 2% (up to 10%)
  • Life Assurance – 4 x base pay
  • Access to a wide variety of flexible benefits too; there are too many to mention but typically include things like travel loan/car parking scheme, cycle to work programme, medical cover, financial advice
  • Numerous discounts designed to suit your own personal lifestyle, such as retail, health & wellbeing and leisure discounts
  • Employee assistance programme – we help you, take care of you!
  • Wesleyan also encourage you to give back to your community through 2 annual volunteering days
  • Access to unlimited video GP consultations 7 days a week, and 500 onsite appointments each year (available in Birmingham and all London clinics)

Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).

At Wesleyan, we believe everyone has the right to proudly be themselves. Supporting each other, our members, customers and our communities as well as having a clear sense of purpose and passion for all we do, really makes a difference.

We know the best teams are made up of inclusive groups of diverse people, and everyone’s contribution counts. With the support of our partners and employees, we’re building a culture where difference is encouraged. We set out to recruit the best people for the job irrespective of age, disability, sex, race, religion or belief, gender reassignment and sexual orientation, marriage and civil partnership and pregnancy and maternity.

We are signatories of HM Treasury's Women in Finance Charter, a founding member of Women in Business network (in our home city of Birmingham), and have a five-year membership commitment to WISE, the campaign for gender balance in the UK science, technology and engineering sectors. We are members of Stonewall’s Diversity Champions programme, and we are committed to strengthening our position in Stonewall’s Workplace Equality Index.

We are unable to employ anyone who does not have the legal right to live and work in the UK. If you are from outside the EEA and do not possess immigration status which allows you to live and work in the UK, we will be unable to progress your application as Wesleyan are unable to provide sponsorship. Therefore, in the recruitment process all candidates are required to provide the necessary right to work information and documentation.

Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.

We reserve the right depending on application numbers to close or extend the closing dates for positions; we would therefore recommend an early application.

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