Investment Funds Research Analyst

Purpose of the Role:

We are seeking an analyst with up to 3 years' experience in finance or accounting to join our highly rated Alternative Investment Funds team. This role will involve drafting research reports and modelling to maintain and broaden stock coverage across a range of alternative asset classes. The role offers the potential to develop own coverage and client contact.

This is an excellent opportunity for a bright, enthusiastic and driven individual to progress to writing their own research with guidance and mentoring from the senior analyst. A relevant professional qualification (CFA preferred) is highly desirable and you must demonstrate a passion for alternative investments.

Reporting to:

Senior Analyst

Key Responsibilities:

• Support senior analyst, assisting with preparation of Equity Research notes
• Sector and stock coverage
• Financial modelling and data collection
• Screening alternatives universe for investment themes and ideas
• Meeting with management teams of companies under coverage
• Assisting the wider team with marketing and corporate access requirements

Key Relationships:

Internal: across sales, trading, research and investment banking

External: Investors and management teams

Employment Terms:

• Full-time, permanent contract (following 3 month probation)
• 45 hours per week (7am - 5pm)
• Competitive salary plus annual discretionary bonuses
• 25 days holiday, increasing to 30 after each full year of service
• Comprehensive medical, life and critical illness insurance
• Subsidised gym membership
• Contributory pension scheme

Skills, Attributes & Credentials:

Essential

• Clear understanding of the role and interest in alternative investments
• Fully competent with Office Suite (advanced Excel)
• Financial modelling knowledge
• Up to 3 years financial experience
• Flexible approach to tasks and workload
• Well- organised, detail- oriented and strong communication skills
• High degree of integrity

Desirable

CFA qualification, or studying towards this qualification