CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Senior Fund Research Analyst £60000 - £65000 + Bonus + Benefits London City
THE COMPANY They are one of the fastest growing wealth management companies in the UK whose clients feel valued and respected. The company has a collegiate culture as evidenced by its strong employee ownership. They are now making an important addition to their fund research team and is an excellent opportunity to become involved in the growth of the business.
SKILLS AND EXPERIENCE NEEDED In order to be considered for this new role, you will need to meet the following criteria:
At minimum of at least five years' experience conducting fund research, including Fixed Income funds
CFA qualified Charterholder as well as strong academics
Strong team player who challenges the norm
An interest / specialism in fixed income as well as a broad church including Impact and Sustainable investing
Working to tight deadlines with good initiative and project management skills
Excellent written and oral presentation skills
Experience with the following: Morningstar, Excel (Advanced), Bloomberg, Microsoft Office
THE ROLE You will work alongside members of the investment team, including Portfolio Managers, to conduct third party fund research with a focus on fixed income although you will also look at other fund types as well.
As a key team member, you will act with a high degree of autonomy to timelines; conducting independent research to find potential new trade and fund ideas for recommendation ultimately to clients.
You will work closely with investment managers, with the Chief Strategist in developing investment strategy.
You also be expected to collaborate with, guide and mentor other analysts on the team.
Undertaking independent quantitative and qualitative research, including meeting fund managers meetings especially fixed income funds;
Provide analysis and due diligence reports to Portfolio Managers, presenting the conclusions to the Investment Committee.
Continuous review of funds' performance and updating recommendations, including conducting update meetings with fund managers.
Engaging with Portfolio Managers on a proactive basis to discuss potential new ideas and portfolio changes needed.