HR9148.1
Job Title: Trainee Analyst Department: Investment Services Reporting To: Partner Investment Services
Last Date of Review: 20th July 2022
Key Responsibilities
The duties of this role include but are not limited to
producing high quality regular investment performance analysis and reports
assisting in the review of investment options and investment managers
assisting with the implementation of investment options
supporting the team in the delivery of non regular reporting and other consultancy services to clients
representing BWCI professionally and effectively with investment managers
checking work of other team members
Qualifications and Experience
Maths at A Level (A - B Grade) is essential, English minimum C grade at GCSE
Good knowledge of Microsoft Office, specifically Word and Excel
If suitable progress is made the successful candidate will be supported through professional investment qualifications such as the CIPM or CFA
Previous experience in a financial services office environment will be an advantage to applicants
Training will be provided in all aspects of the work required
Person Specification
The ideal candidate should be able to
demonstrate good numeracy skills and provide evidence of accuracy
demonstrate attention to detail in their work
organize and prioritize their workload
work to their own initiative as well as in a team
work with minimum supervision on tasks assigned to them after an initial briefing of the task is given
demonstrate excellent communication skills
HR9148.1
Equal opportunities statement BWCI is committed to eliminating discrimination and encouraging diversity amongst our workforce. The Partners and Senior Management demonstrate commitment to equality and fairness for all in our employment and do not discriminate on the grounds of gender, marital status, race, ethnic origin, colour, nationality, national origin, disability, sexual orientation, religion or age. We oppose all forms of unlawful and unfair discrimination.
Data Protection
All applications made either speculatively or in response to advertised vacancies will be kept confidential. BWCI do not undertake any automated selection process for recruitment. All information provided in the form of a CV or covering letter, be it on paper or electronically submitted, speculatively or for a specific advertised vacancy will be destroyed in keeping with the following timeframe. Candidates not invited for interview – immediately once confirmation of the non-selection has been made.
Candidates invited for interview but not selected – 6 months after notification of non-selection has been made. Candidates offered a position but choose not to take it up – 6 months after declining the role.
Candidates offered a position and subsequently employed – 6 years after termination of employment. When a CV is submitted, it is passed only to the recruiting manager(s) involved in the recruitment to the specific position to which it refers. Any processing in relation to any other position will only proceed with the explicit consent of the candidate. We may from time to time ask candidates to undertake skills testing or psychometric testing as part of a recruitment and selection process. In this case the results from those tests will only be used to inform the selection process, and will be retained in line with the time frames specified above. It is not the policy of BWCI to screen prospective employees via social media channels, however, we may review a candidates LinkedIn profile. If you have any questions relating to how we process applications for employment please contact Alison Rimington, Senior Manager, HR.