News & Blog

A day in the life of an Investment Analyst

15th May 2018

A typical day starts with getting in at 8.30, turning on the computer, and checking emails for any important updates.  We have two main trading deadlines each morning for our investment services, one at 10.30am and the other at 11am.  By these times, we need to have switched any new money received into the service the previous day and have checked and placed trades required for regular reviews.

After the morning rush, we can then usually focus on other tasks we have ongoing.  As analysts, we are responsible for the maintenance and running of our investment services.  We review our panel of funds for each asset class on a regular basis.  This ensures that we have regular oversight of what our clients are invested in.  Occasionally, we have meetings with outside firms and fund managers to keep updated with fund strategies and learn about new funds that may fit our investment strategy.

We constantly have ongoing projects to streamline and improve the way we run our services.  We optimise the tools we use regularly and create new tools where processes can be automated.

Throughout the day, we also check the withdrawals and transfers that are to be done within our cash management service.  Our time is also used to answer any queries other teams have about the funds, services or issues they are having with our tools.

Most of us leave around 5 but as we all do exams we usually stay later to get some studying in after work!

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Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd and Gale and Phillipson (SE London) Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080, 195522).  Gale and Phillipson (Herts) Ltd and Gale and Phillipson Consulting Ltd are appointed representatives of Gale and Phillipson Advisory Services Ltd.  Gale and Phillipson (Surrey) Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd. (Reference Numbers 615821, 811525, 703337). All companies trade under the name Gale and Phillipson and are registered in England and Wales numbers 05409822, 02232959, 03751076, 04077157, 08864945 and 04823391.  Registered office for all companies is Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

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