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Graduate Investment Analyst - Leeds

Graduate Investment Analyst - Leeds

Posted 24 October 2023 by Agility

My client is a successful finance services organisation based in Leeds that due to recent internal promotions are looking to bolster its team with an Investment Analyst.

This role would suit a recent graduate (2022/2023) who has a strong academic background, is personable and is comfortable building internal/external relationships. An outline of the role is below:

  • Carrying out market research to identify investment opportunities across industries, providing data as directed and making recommendations for investment.
  • Developing financial models and projection.
  • Closely monitoring financial press; tracking market and sector trends, opportunities, and risks.
  • Examining and assessing economic and market trends, earning prospects, financial statements and other indicators and factors to determine suitable funding strategies.
  • Working with the investment team in supporting the evaluation of companies.
  • Developing sector specific thought leadership pieces.
  • Keeps Group CRM system updated to ensure records are accurate and current.

What we're looking for..

  • Degree: 2:1 or above in a numerically related subject i.e. Maths, Economics
  • Intermediate Excel skills - use of Pivot Tables and VLOOKUP's
  • Sound commercial acumen and analytical skills; able to examine and interpret data from different sources and understand its impact on investment decisions
  • Good research and writing skills
  • A keen interest in keeping up-to-date on the UK economy and financial markets
  • Interest in new technologies
  • Strong desire to develop a career in venture
  • Driver with own transport, as there is a requirement to travel to other offices


  • Annual bonus up to 20%
  • Company share options
  • 29 days holiday + BH
  • Clear progression plan
  • Hybrid/Flexible working structure
  • 12% pension

If this role is of interest, please apply direct with an updated CV.

Required skills

  • investment
  • analysis
  • maths
  • venture capital

Reference: 51494274

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