Trainee Investment Analyst
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Position Overview & Specifications
The Trainee Investment Analyst role involves providing information, analysis, due diligence, and guidance on all aspects of research including products, funds, platforms, investment solutions and research tools and resources.
The role is not based in the city centre, so you must be able to drive.
Company Benefits
- Hybrid working
- 27 days holiday plus bank holidays
- 8% employer pension contribution
- Health care
- Free parking
Role Responsibilities:
- Collation and analysis of research information
- Contribution to the ongoing review of fund analysis research
- Maintain research published on company websites
- Contributing to client facing content on guidance, news on products and funds
- Taking queries on all elements of research resources and guidance on specific investments and product research processes.
Required experience:
- Would be suitable for a graduate with a genuine interest in the investment industry, or an experienced investment professional
- Strong Excel skills are essential
- Strong written and verbal communication skills
- Ability to work collaboratively in a small team
Job Type: Permanent
Salary: From £25,000.00 per year
Benefits:
- Company pension
- Life insurance
- On-site parking
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Work authorisation:
- United Kingdom (required)
Work Location: Hybrid remote in Manchester
Reference ID: EHX82
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Trainee Investment Analyst roles across Marshall Moore Ltd's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £25,000 - £25,000 bracket, including retirement vesting and health parity.
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