Fund Analyst - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Client
Our client is an independent Wealth Management firm with a established Investment management arm.

The Role

The Fund Analyst will be part of an Investment Research team delivering fund research and fund selection to generate views on multi asset classes, sectors and securities for recommendations toassist in fund selection decisions.

The Fund Analyst will contribute to the decision-making process of the Investment Committee by leading and supporting discussions of funds and sectors depending on the macro and market backdrop.

The Fund Research Analyst will carry out quantitative and qualitative analysis of fund managers and will contribute to the ongoing development of the fund selection processes.

The Fund Analyst will contribute to discussions of funds and sectors covered by other Investment Research team members.

The Fund Analyst will prepare and present fund research findings to the investment management committee will help promote fund research expertise to internal and external stakeholders.

The Fund Analystwill collaborate with the Portfolio Risk and Analytics Manager to assist with the effective management of model portfolios.

5 years' experience in fund research, fund selection.

Experience in asset allocation and model portfolios in a multi
- asset class framework.

Knowledge of funds, trusts and ETFs across a variety of different asset classes.

Experience working with Morningstar Directrequired