Fund Research Analyst (Initially Based from Home)

Employer
Quilter
Location
London, United Kingdom
Salary
Competitive
Posted
Oct 27, 2020
Closes
Nov 01, 2020
Ref
8809765
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
The team has coverage of investments across traditional equity and fixed income asset classes as well as alternative investments such as hedge funds, absolute return, private equity and property. This includes both open-ended UCITS funds, investments trusts, passives and also incorporates segregated mandates.

The role will be specifically focused on equity funds within US and Europe. Whilst we would ideally like someone with that relevant experience, we are happy to consider applicants with a suitable skillset.

About us

Quilter Cheviot has a heritage that dates back to 1771. As one of the UK's largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations. Quilter Cheviot is focused on helping their clients invest for a lifetime of opportunities and challenges.

Quilter Cheviot is part of Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £118.7 billion of investments on behalf of over 900,000 customers (as at October 2019). Quilter plc, our group holding company, is listed on the London and Johannesburg stock exchanges.

About the role
  • Maintain active recommendations on 40-50 investment managers, generating effective and timely investment recommendations.
  • Communicate recommendations effectively and persuasively in both verbal and written format and inform Investment Managers of significant developments and events.
  • Develop a good understanding of the current universe of investments and the drivers of performance.
  • Keep electronic databases and other internal systems and publications up to date.
  • Attend and contribute at the morning meetings and all other investment meetings as appropriate.

About you
  • Preferably part-qualified in the CFA
  • Worked in financial markets for 3+ years with specific experience of fund research
  • Confidence in communicating is required during meetings.
  • Can demonstrate experience of presenting and is comfortable doing so to a large audience.
  • Flexibility to work unusual hours on occasions when required.
  • Excellent Excel skills.
  • Knowledge of Factset, Morningstar and Style Analytics an advantage.

Benefits

No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.

Core Benefits (Perm)

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

Core Benefits (Fixed Term Contract)

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

Our promise

At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.

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