Senior Equity Fund Analyst

Signia Wealth
London, United Kingdom
Market rate plus bonus, pension, healthcare and other benefits
Aug 02, 2017
Sep 02, 2017
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

Role Description:

  • Build and maintain the approved equity fund list; direct new equity manager searches, and conduct ongoing research across all regions
  • Develop qualitative and quantitative insights on manager positioning and how they relate to expected market conditions
  • Develop relationships with asset managers to facilitate industry research and communication
  • Understand and articulate the impact of blending different managers together
  • Communicate how the manager selection process functions to internal and external agents
  • Provide thought leadership on the global equity asset class
  • Some account management responsibilities and ability to coordinate with client relationship managers



  • The senior analyst is be expected to mentor junior team members


Essential qualifications:

  • 3-5 years' experience in equity fund selection
  • CFA designation or equivalent


Desired skill-set:

  • Strong academic background
  • Excellent qualitative skills and attention to detail
  • Proven equity fund selection abilities across all regions and manager styles
  • Qualitative and quantitative fund screening skills
  • Knowledge of Morningstar and Bloomberg
  • Good communication and presentation skills
  • Team player and ability to work with a junior equity fund analyst

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