Junior Investment Analyst (Graduate)

Junior Investment Analyst (Graduate)  

Posted by:
Finalytia Limited | Public profile »
South East England 
Location details:
Job Sector:
Market Research / Analysis 
10+ Months 
Post date:


The aim is to provide an ideal training ground for a solid career in investment research and analysis.

The role is based in Basildon, Essex and involves the following activities on a daily basis;

Gathering and organising financial data from multiple sources

Leading key investment research projects including an extensive study of multi-asset funds and model portfolios

Conducting qualitative and quantitative analysis of investment funds, portfolios and pension products

Attending and presenting at investing committee meetings

Writing articles, commentaries and detailed reports on relevant investment subjects

Contributing to relevant team projects and ongoing development of the firm

Undertaking administrative duties including onboarding new clients, billing, invoicing and contracts
Managing relationship with clients (advisers and providers), and other third-parties such as the press

Working with the team to enhance the firm’s content and social media activities

About the firm
FWe are a vibrant, irreverent and evidence-based research consultancy working with financial planners and providers to improve client outcomes. We provide research, benchmarking and consulting services to advisers, providers and asset managers. Our areas of expertise include investment propositions, retirement income and product/provider benchmarking.

To paraphrase the American writer Edward Abbey, Financial services “are a bit like a stew. If you don’t stir it up every once in a while, then a layer of scum floats to the top.” That’s why at FinalytiQ, we like to stir things up now and then. We aim to help financial firms deliver better outcomes to clients than they would without our help.

Founded in 2013 by a delusional fellow who thinks he can change the world, FinalytiQ has a track record of working with both large financial services providers and small financial planning firms. It counts amongst its clients, HSBC, Prudential, Aviva, Old Mutual Wealth, Transact, AJ Bell and Nucleus, to name but a few.

FinalytiQ is the provider of Timelineapp.co, web-based software that’s used by financial firms in seven countries including the UK, US, Canada, Ireland and Australia. Timeline is a unique product because it relies on extensive academic and practitioners’ research and data to help design a robust retirement strategy.

Based in the heart of Basildon town centre, you could say we punch well above our weight and won’t stop until we make a big dent in the investment universe!


A graduate degree in Maths/Statistics/Physics/Finance is essential.

CFA (Level 1) or the Investment Management Certificate (IMC) is desirable

Advanced Excel skills.