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Graduate Investment Analyst

29,873 P.A. ?

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About Us
Betafolio Limited is a turnkey discretionary model portfolio service for financial planning firms. Our vision is to offer low-cost evidence-based institutional level portfolios designed to capture the global market return over the long-term, while eliminating unnecessary costs, inefficiencies, and anxiety for firms and their clients.

The ideal candidate will have an ultra-analytical mind, super-alert BS detector, and communication prowess that makes David Attenborough look like an amateur! You may be an experienced analyst or portfolio manager with a working knowledge of evidence-based
investing including asset allocation, rebalancing and factor investing.

You’ll work alongside our Portfolio Manager and assist them with the following:
 Day to day management of discretionary model portfolios for financial advice firms.
 Key investment research projects including extensive study of multi-asset funds, model portfolios and discretionary propositions in the market place.
 Conducting qualitative and quantitative analysis of investment products using software such as FE Analytics, Morningstar AWS etc…
 Contributing to relevant team projects and the ongoing development of the firm.

 Finance/ economics graduate
 IMC advantageous
 Advanced Excel skills are essential. MATLAB and other programming languages are a plus.

Remuneration Package
 £25,000 to £30,000, full-time, permanent contract
 Non-contributory pension scheme
 20+ days holiday plus public holidays
 Cost of professional qualifications and memberships IMC etc.
 Parking at or near the office

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