We are currently representing an award-winning, boutique wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments.
They are looking for a candidate to join their investment team, focusing on manager research / fund research / fund selection
The Role
- You will join the team as a generalist focused on either Equity or Fixed Income Fund Manager Research Analyst
- You will work alongside members of the investment team, including Portfolio Managers, to conduct third party fund research.
- You will be a key member of the team and will be expected to act quickly with a high degree of autonomy; conducting independent research to determine potential new trade and fund ideas.
- You will come up with new potential trade and fund ideas to present at fund selection committee
The Candidate
- 2-5 years' of relevant manager research experience, ideally within Wealth Management
- Good knowledge and experience of equity markets
- Passed at least CFA Level 2
- An interest in Impact and Sustainable investing
- Strong team player
- Working to tight deadlines
- Writing, presentation skills
- Good initiative / project management.
- Required experience with the following: Morningstar, Excel (Advanced), Bloomberg, Microsoft Office
