As a Trainee Investment Analyst you will assist in the provision of investment fund and macroeconomic research whilst studying towards the CII and CFA qualifications.

Job Role

• To learn all aspects of the firm’s financial planning and investment management proposition.
• To gain experience of fund research, macroeconomic analysis, investment portfolio construction, and investment portfolio governance to meet and/or exceed agreed activity targets.
• To assist in the delivery of independent investment management advice to private clients in accordance with internal/ regulatory standards by effective communication, workflow management and record-keeping / database management.
• To develop the appropriate technical and market awareness knowledge in order to assist the Chief Investment Officer and Private Client Financial Planners in providing effective advice.
• To ensure that the CPD requirements, as defined in the T&C handbook are maintained and logged as appropriate.
• To record/ maintain information in order to evidence veracity of research and portfolio construction.
• Communicate with the Investment Team on any issues or findings.
• To develop and apply technical knowledge gained from studies and on the job experience.
• To have an awareness of the various services provided by Mazars.
• To maintain professional working relationships with clients.
• Attending client social activities.
• Attend all training courses as required.

Person Specification & Academic Requirements

• Demonstrates strong analytical and research skills
• Effectively able to manage projects
• Takes ownership of assigned tasks
• Ability to organise and prioritise workload
• Ability to produce accurate and timely work
• Participates in meetings, providing information and ideas with clarity and persuasiveness
• Ability to work as part of a team
• Respects differences in people and values diversity of ideas
• Actively offers assistance to colleagues
• Applies active listening skills – asks questions when necessary but makes basic assumptions when appropriate
• Ability to build relationships
• Actively seeks to enhance own expertise and knowledge
• Demonstrates drive and commitment to self development
• Professional approach to work and clients i.e. professional appearance, respect for individuals, and ethical conduct
• Adopts a pro-active approach to work

Academic Requirements – Graduates

• 1 or above in any degree discipline
• Minimum of 280 UCAS points (to have achieved in the same academic year, from your best 3 A Levels and excluding General Studies).
• Grade B or above in GCSE English Language and Maths.

Academic Requirements – School Leavers

• Minimum of 280 UCAS points (to have achieved in the same academic year, from your best 3 A Levels and excluding General Studies).
• Grade B or above in GCSE English Language and Maths.

If there were extenuating circumstances that affected your result(s), please tell us in your application form so we can consider whether we take them into account.

Training Contract & Study Support

Graduates: We will fund for you to study towards the CII Diploma in Regulated Financial Planning, the CFA’s Investment Management Certificate, and the CFA qualification.
School Leavers: We will fund for you to study towards the CII Certificate followed by the CII Diploma, the CFA’s Investment Management Certificate, and the CFA qualification.
You will receive a full study package and time off to attend courses but, with Mazars your professional qualification is only part of the story. We support all our trainees with a blended approach to training and development, classroom study, 1:1 coaching and support and, as you progress, technical and skills training to enable you to progress to management and leadership positions.
You will spend time away from the office to attend classes for tuition and revision stages of each exam. The classroom taught approach means that you will have the support of your peers and valuable study time for your exams.
We also operate a number of in-house training courses which will give you technical insight to assist you to keep up with changes in legislation and case law, both in the UK and worldwide.
You will be given a mentor to help you settle and an appraising manager to keep your career and aspirations on track.

Mazars Benefits

At Mazars we don’t have a “one size fits all” approach to benefits. We want you to be able to choose benefits that you want, rather than have all benefits chosen for you.
“my” is a scheme that you manage through a personalised online system. In addition to the core benefits, it lets you pick options from a range of benefits that we have negotiated to take advantage of a combination of Mazars’ buying power and tax breaks. This way you select the benefit package that suits you and the needs of your family!
Benefits are organised into five categories: my family, my finance & security, my leisure & lifestyle, my health & wellbeing and my charitable giving.

About Mazars

We are an international, integrated, transparent and independent organisation specialising in audit, accountancy, tax, legal, and advisory services. The Group has a presence in over 70 countries and draws on the expertise of 15,000 professionals.
We are looking for people who bring something special to the firm and who also have some distinctive qualities. We want driven people who think creatively about their work. We are looking for people who embrace challenges and can resolve complex problems. We are also looking for people who can work well with others and like to work amongst a diverse team of people from different backgrounds.
The more we grow as individuals; the more Mazars grows.
Mazars is all about people – we believe that each individual makes a difference to the Mazars culture. As an international firm with strong European roots, we are a melting pot of different cultures and disciplines. Diversity is one of our main strengths.
Our firm has thrived because of the quality of our individuals – the work we do makes a long-term difference to our clients’ successes and goals, our rich culture has evolved from the firms that have come together to form Mazars. Mazars has chosen the option of being a truly integrated firm; each partner has the right to vote on the strategic decisions including the future of the partnership. This kind of responsibility is central to our principles and practices. With a global network of offices, we continue to encourage our people to express themselves openly – to add their individual talents and opinions to the Mazars mosaic.
We all work within a culture of high support and high challenge at Mazars. We are not afraid to take on new and greater responsibilities. But we do this through encouragement – not pressure and competition.
Facts & Figures
Mazars is not only ranked as the eighth largest UK partnership by audit fee income, but we are also one of Europe’s largest accounting firms with a huge global presence.
Mazars in the UK has 130 partners and over 1,600 employees working at our 20 offices. In 2014, our UK fee income was £131m.