Mutual Fund Analyst
- Employer
- Peritus Investment Consultancy AG
- Location
- Zurich, Switzerland
- Salary
- Annual remuneration will comprise a fixed salary in line with the candidate's qualifications, experi
- Closing date
- Mar 24, 2019
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Principal Functions
Manager Research:
Reporting Platform:
Functional Work:
Marketing and Communication
Ongoing Projects
Minimum Requirements
Personal Qualities
Management Competencies
Compensation
Annual remuneration will comprise a fixed salary in line with the candidate's qualifications, experience and professional expertise.
Location
The company offices are located in Zurich.
Manager Research:
- Quantitative -Analyse and Screen Manager Universe
- Qualitative - High level review of potential managers
- Qualitative - Dispatch, maintenance and review of Questionnaires
- Qualitative - Pro-active dialogue with Core and Prospective Investment Management Firms
- Qualitative - Maintain monthly profile of core managers
- Qualitative - Regular visits and manager interviews
- Produce Analyst Reports / Presentations
- Update asset allocation profiles Core / Potential Managers
- Review risk limits and targets for managers
- Maintain ongoing dialogue with marketplace for market sensitive information
Reporting Platform:
- Support team in the generation of quarterly reports
- Act as liaison with external suppliers
Functional Work:
- Maintain and enhance CRM Database
- Produce Quarterly Manager reports and fact sheets
- Assist in the preparation for client meetings
- Support and prepare for monthly Investment Committee meeting
Marketing and Communication
- Enhance literature, training materials and general information
- Meet Clients on relevant visits
- Support Executive Officers in their awareness and education on managers
- Present on Individual Managers
- Produce research articles for relevant media
Ongoing Projects
- Refine Selection Methodology in conjunction with the CIO/CEO and team members
- Refine Policies and Procedures
Minimum Requirements
- Excellent command of written and spoken English
- University Degree - Economics or Finance
- Relevant Financial Qualifications, e.g. CAIA, CFA, CIPM, CISI, MSI
- Practical experience analysing investment institutions
- 3 - 5 Years Experience in the Financial Services Industry
- In depth knowledge of global investment managers
- Desired background - Private Bank - Asset Manager - Investment Consultancy
- Experience with Morningstar
- Exposure to small team environment
- Willingness to travel
Personal Qualities
- Intellectually curious
- Willing and eager to learn
- Passionate about investing
- Analytical / Forensic Mindset
- Highly motivated
- Strong values of ethics and integrity
- Self starter
- Strong Attention to Detail
- Clear, Concise Communication Skills
- Time Management
- Adaptability
- Open to Development
Management Competencies
- Technical and Commercial Orientation
- Deliver Professional Excellence
- Team Player
Compensation
Annual remuneration will comprise a fixed salary in line with the candidate's qualifications, experience and professional expertise.
Location
The company offices are located in Zurich.
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