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Description

About the Company
Join one of the UK’s leading investment management firms, headquartered in London with a strong national presence. The firm is known for its dynamic, inclusive culture and offers long-term progression for ambitious individuals.

Role Overview
As a Trainee Investment Analyst, you will begin a structured pathway into investment and portfolio management. You will work closely with senior managers across both front and back office operations, gaining direct exposure to clients and key financial processes. A university degree is not required for this role.

Key Responsibilities
• Support senior analysts with research and market trend analysis.
• Assist in preparing investment reports, presentations, and financial documentation.
• Interact with clients to understand their investment goals and risk profiles.
• Collaborate with front and back office teams to ensure smooth client service delivery.

Ideal Candidate Profile
• Strong analytical mindset and genuine interest in financial markets.
• Holds (or is working toward) a minimum Level 4 professional finance certification.
• Excellent communication and interpersonal skills.
• Motivated, detail-oriented, and committed to learning.
• No degree required—passion for finance and professional growth is essential.

What We Offer
• Competitive starting salary with strong bonus incentives.
• Comprehensive training and development under senior leadership.
• CFA Level 1 sponsorship included as part of your development pathway.
• Clear progression opportunities across multiple UK offices.
• A vibrant, supportive workplace culture with additional employee benefits.

How to Apply
If you are ambitious, detail-driven, and ready to build a career in investment management without traditional academic prerequisites, please submit:
• Your CV
• A brief cover letter outlining why you are the right fit for this role

Start your journey toward becoming a highly skilled investment professional while making a meaningful impact on clients’ financial futures.