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Job Title: Investment Analyst

Reports to: Investment Director


1. Role Specification

Key Purpose of Role

To work as part of the Investment Research Team developing and delivering asset allocation and fund selection recommendations to the firm’s high net worth clients via the firm’s advisers or directly.

Main Duties

Client Service Delivery (Value – Make it Happen)

  • To play a part in developing and communicating, in written form, views on the economy, investment outlook and asset allocation recommendations for client reports
  • To undertake fund research to produce recommendations on collective investments such as OEICs, unit trusts and investment trusts
  • To work on occasional analysis of other financial assets, such as equity and structured products

Achieve Good Client Outcomes (Value – Lead from the Front)

  • To meet with fund managers and write up formal research notes and recommendations
  • To attend internal, client and prospect meetings

Compliance Framework, Oversight and Deployment (Value – Thinking with Purpose)

  • To assist in the update and review of internal policies, procedures and registers and undertake
    any appropriate analysis
  • To assist with the ongoing review of the adequacy and effectiveness of existing systems and
    processes and procedures to ensure that they remain effective.
  • To assist the business with FCA related compliance queries
  • To assist the Director of Risk & Compliance and the Head of Compliance with ad hoc tasks as

Working as a Team (Value – Working Together)

  • To brief internal advisers
  • To answer queries from advisers on economics and funds
  • To supervise two/three junior members of the team

Working as a Team (Value – Working Together)

  • To cultivate the values and behaviours of SHL within the organisation
  • To work closely with colleagues to ensure that all clients receive excellent service
  • To support the team to ensure work is completed within agreed deadlines
  • To proactively prepare for regular 121s actively seeking to develop experience and

Conduct (Value – Be the Difference)

  • To actively promote the company’s values and behaviours to ensure good client outcomes and meet our conduct responsibilities
  • To ensure technical knowledge is up to date and shared with the team as appropriate
  • To maintain any CPD requirements for the role
  • To ensure work produced complies with the regulatory and legal environment

2. Person Specification

Knowledge and Qualifications

  • Graduate and working towards or have completed CFA or equivalent
  • Experience and demonstrable success in investing
  • Knowledge/qualifications in financial planning desirable
  • Advanced user of Excel, Word, Datastream

Skills and Attributes

  • Accurate and professional written style
  • Ability to think independently and present a case with conviction
  • Strong problem solving, decision-making and analytical skills
  • Proactive approach to all job aspects
  • Positive and enthusiastic attitude
  • Excellent interpersonal, communication and managerial skills
  • Professional and mature attitude

3. Working at Saunderson House

Some of the attractions of working at Saunderson House are:

  • Small progressive company
  • Flexible and autonomous approach to working
  • Friendly, professional and inclusive working environment
  • Competitive salary
  • Discretionary bonus and excellent benefits.


Diversity and Inclusion

Saunderson House is committed to creating a diverse environment and is proud to be an equal opportunity employer.  We are committed to recruiting and maintaining a diverse workforce irrespective of race, age, gender, sexual orientation, disability, religion or belief.


Apply To Saunderson House

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Contact us

If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.