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Fund Research Analyst

Employer
EFG Private Bank (UK) Limited
Location
London (Central), London (Greater) (GB)
Salary
Competitive, Market Rate Salary
Closing date
Feb 25, 2022

View more

Job Function
Fixed Income Research: Buy Side, Portfolio Management: Multi-Asset
Industry Sector
Asset Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

Job Details

Part of the Long Only Research team within EFGAM; Fund Analyst is responsible for Conduct discovery and on-going long only fund research. Providing technical support to the team. Providing analysis and recommendations for Mutual Fund list.  Perform various administrative duties as required. Write reports, commentaries and meeting minutes on a regular and ad hoc basis.

• Provide analysis and recommendations to manager research team focussing on long only managers
• Maintain appropriate due diligence documentation within the Beesharp database.
• Contribute to manager selection meeting with written fund comments
• To liaise with investment councillors and provide necessary support
• Respond adviser and PM queries
• Provide regular communications on activities in the manager research space including: reports, commentaries      and meeting minutes. Eg Mutual Fund matters
• Interview potential and existing fund managers, performing the necessary due diligence.
• Primary responsible for monitoring a group of designated managers through on-going due diligence.
• Provide necessary operational and technical support to team
• Help maintain and update the approved manger lists on Plasma
• Monitor the performance of managers.
• Provide general cover for other team members.
• Attend relevant industry conferences.

Company

EFGAM is an international provider of actively managed investment products and services to professional advisers and institutional investors around the world.

  • Established in 1994 as a division of EFG Private Bank in London to deliver investment solutions to Client Relationship Officers and their clients.
     
  • Today EFGAM has grown to serve the investment needs of EFG International throughout the world with a full range of tailored investment offerings, from traditional equity and fixed income portfolios to sophisticated multi-asset strategies.
     
  • Our experienced investment professionals are located in London, Zurich, Geneva, Lugano, Hong Kong, Singapore, Portland and Miami, managing approximately $32 billion on behalf of clients as of August 2021.
     
  • We are proud of the strong relationships we have with our clients, built on trust, transparency and from understanding their needs over the long-term.

 

The enterprising spirit that drove our own early growth is still very much alive today. We encourage new thinking and strategies that challenge convention.

Company info
Website
Telephone
02071738162
Location
Leconfield House, Curzon Street
Leconfield House
London
London
W1J 5JB
GB

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