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A well-known Wealth Management / Investment Management firm based in London.
The Senior Fund Analyst will provide analysis & fund manager recommendations for the Mutual Fund & Recommended list. Contribute to the construction of discretionary & advisory model portfolios.
Provide analysis & recommendations to manager research team focusing on long only equity managers.
Maintain appropriate due diligence within the relevant database.
Liaise with investment counsellors & provide support.
Provide regular communications on activities in the manager research space.
Interview potential/existing fund managers, performing due diligence.
Primary responsibility for monitoring a group of designated fund managers through on-going fund due diligence.
Monitor the fund managers performance.
At least 5-7 years proven experience in Fund Manager Research from an investment management or wealth management firm. Candidates from an investment consultancy or pension fund background will also be considered.
Minimum 2:1 degree.
Proven experience in fund management industry.
General knowledge of fund management industry.
Self-motivated, organised, capable of prioritising & able to work under pressure.