Investment Analyst, Progeny
£38.3-45k
3-5 days a week in office
Financial planning, legal & asset management
Be an early applicant
Financial planning, legal & asset management
201-500 employees
Be an early applicant
£38.3-45k
3-5 days a week in office
201-500 employees
Company mission
To be the most trusted professional advisory firm in the UK and beyond.
Role
Who you are
- Educated to degree standard (essential)
- Considerable experience gained within investment management, asset/portfolio management or Financial Services (essential)
- Experience in accounting, financial modelling or audit
- Excellent working knowledge of investments within an administration/operations team
- Excellent understanding of the Microsoft Office suite, VBA or other coding languages
- Knowledge of data analysis tools
- The capacity to develop and document procedures and workflows
- Excellent interpersonal skills with the ability to communicate effectively with investment managers
- Ability to apply logic and creativity to problem solving
- Ability to work to deadlines and excellent time management
- Exceptional focus and attention to detail
What the job involves
- Progeny Asset Management provides a Discretionary Investment Service for a combination of individuals, trusts, companies, and pension funds
- We are currently entering an exciting phase of growth and succession, which has in turn led to an investment in the expansion of the Asset Management team
- In the role of Investment Analyst (internally known as Business Analyst), your focus will be to source, maintain and improve data to support the Investment team and the board
- Apply tools and techniques for data analysis and data visualisation
- Mine and analyse datasets, summarise and present them successfully to management
- Prepare reports for internal and external audiences using business analytics reporting tools
- Work with the group data team to monitor and audit PAMs data quality
- Identify, maintain and improve systems and processes
- Liaise with internal and external clients to fully understand data content
- Work with key third-party stakeholders, e.g. ACD, consultants and platforms
- Produce and track key performance indicators
- Produce MI for the Senior Leadership Team, Executive Board and PAM Board
- Managing stakeholder queries and working with the Chief Investment Officer and Head of Asset Management on commercial matters
Salary benchmarks
Our take
Digitisation has transformed how we work, bringing significant benefits to businesses across various sectors. However, in the financial world, the digital shift is still catching up. While progress is being made, there's still a long road ahead before the industry full embraces digital transformation.
Progeny, a global professional services firm, is bridging this gap by combining independent financial planning, asset management,m tax, HR, and private and corporate level services. With over 40 years industry experience, Progeny has witnessed the changes firsthand and has successfully adapted to keep pace with the evolving landscape.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Wellbeing day: As part of Progeny’s ongoing commitment to wellbeing, all team members are given a paid day off to focus on themselves
- Employee Assistance Programme: A programme via Health Assured providing counselling, legal support, bereavement support and more
- Private Healthcare Scheme: Provided by BUPA, this includes a digital GP, a 24-hour helpline and counselling support
- Group Pension Scheme: We operate a personal pension plan and will match team members contributions up to 5% with the option for team members to pay in more if they choose
- Volunteering day: Team members are entitled to a paid volunteering day each year to spend supporting your community
Company HQ
Leeds City Centre, Leeds, UK
Leadership
Tom Wood
(CEO)Previously the Chief Restructuring & Financial Officer at The Co-operative Bank, CFO & CEO at Shawbrook Bank, Group CFO at Skipton Building Society, and Finance Director at NBNK Investments.
Share this job