Fund Research Analyst
Duties / responsibilities
Provide analysis and recommendations to manager research team focussing on long only bond managers
Maintain appropriate due diligence documentation within the Beesharp database.
Contribute to Manager selection meeting with written fund comments
To liaise and provide for portfolio managers and investment advisers
Member of the Fund Solutions Desk. Respond to 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
Required knowledge, skills and experience:
Demonstrable 5 years experience with fixed income bond fund research is essential
Good general knowledge of the fund management industry
Self-motivated, organised and ability to work under pressure with a willingness to learn Team player
Market awareness: well informed