Fund Research Analyst

London (Central), (GB)
£28K - £32K Annual base salary not incl. discretionary performance related bonus
Jan 21, 2019
Mar 22, 2019
Job Function
Other, Wealth Management
Passed CFA Level I
Employment Type
Full Time

You will work alongside members of the investment team, including Portfolio Managers, to conduct third party fund research across a variety of investment strategies, focusing on long-only Asian, emerging market and frontier market equity mandates.

You will be a key member of the team and will be expected to act quickly with a high degree of autonomy; conducting independent research to determine potential new trade and fund ideas.

Fund research:

  • Undertaking independent quantitative and qualitative research on funds including both desk research and fund manager meetings.
  • Writing due diligence reports and presenting the conclusions to the Fund Selection Committee.
  • Regularly reviewing the performance of funds & formally updating recommendations, inc. conducting update meetings with fund managers
  • Engaging with portfolio managers on a proactive basis to discuss potential new ideas and portfolio changes needed.

Skills needed:

  • Writing, presentation skills
  • Strong team player
  • Challenging convention
  • Working to tight deadlines
  • Good initiative / project management. Happy to drive your own workload.
  • Required experience with the following: Morningstar, Excel (Advanced), Microsoft Office

At least two years of relevant experience and CFA Level 1 is preferable.

You may be required to carry out other duties from time to time as necessary. The role is a strategic hire for the firm and represents a fantastic opportunity to become involved in the growth of the business from the early stages.