About This Role
This Investment Analyst position supports financial research, investment assessments, and strategic decision-making. You will examine financial information, assess business and investment performance, and prepare analysis that helps clients and senior colleagues evaluate opportunities and risks. The role suits someone who enjoys working with numbers, understands the importance of reliable financial information, and can explain complex findings in a clear and practical way.
Responsibilities
- Review financial statements, business performance, and relevant market information
- Assess investment opportunities using financial data, industry research, and appropriate valuation methods
- Identify potential risks, performance gaps, and factors that could affect investment returns
- Support due diligence and prepare findings for review by senior team members
- Build and maintain financial models to evaluate business performance and potential investment outcomes
- Prepare forecasts, scenario analyses, and sensitivity assessments
- Review key assumptions and test how changes in costs, revenue, or market conditions may affect results
- Check models for accuracy, consistency, and clear documentation
- Track financial and operational performance across investments or client portfolios
- Compare actual results with forecasts, budgets, and performance targets
- Highlight material changes and prepare updates for management review
- Support portfolio reviews by identifying trends and areas that may require further attention
- Gather information on companies, sectors, competitors, and market developments
- Prepare investment summaries, financial reports, presentations, and supporting documentation
- Translate detailed analysis into clear findings and practical recommendations
- Maintain accurate records of research, assumptions, and analytical work
- Collaborate with colleagues on investment analysis, capital strategy, and financial advisory assignments
- Help prepare materials for client discussions and internal decision-making
- Manage assigned tasks and deadlines while maintaining a high standard of accuracy
- Handle confidential financial information responsibly
Requirements
- Experience in investment analysis, financial analysis, corporate finance, or a related field
- A sound understanding of financial statements, valuation principles, and financial modelling
- Strong Excel skills and confidence working with financial data
- The ability to research business and market information and draw well-supported conclusions
- Excellent analytical, numerical, and problem-solving skills
- Clear written communication and the ability to present findings professionally
- Strong attention to detail and an organised approach to managing work
- Professional judgement when handling confidential information
Nice to have:
- Experience with investment research, portfolio analysis, financial forecasting, or due diligence
- Relevant qualifications in finance, economics, accounting, or investment management
Benefits
- Annual leave and workplace pension arrangements
- Training and support for relevant professional qualifications
- Career development and opportunities to take on greater responsibility
- Flexible or hybrid working arrangements, if available
- Bereavement leave
- Canteen
- Company car
- Employee discount
- Free parking
- Gym membership
- Paid volunteer time
- Sick pay
- Work from home
About the Company
Orbit Capital Holdings provides investment analysis, asset management advisory, and capital strategy services to businesses and investors. Based in Warwickshire, the company also works with clients nationally, helping them assess investment opportunities, review portfolios, and make informed financial decisions. Its services include financial modelling, portfolio reviews, strategic finance, and asset management. The company emphasises direct client engagement, clearly defined deliverables, and accountability for the work it undertakes.