Investment Analyst - Multi Asset

Meredith Brown Associates
London, United Kingdom
30 Oct 2018
10 Nov 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Role & Responsibilities

  • Through investment analysis, provide investment recommendations that can add value to  clients' portfolios
  • To provide actionable and in depth research articulated & clear recommendations on asset allocation
  • Be the key point of contact for investment-related projects within Multi Asset
  • Help provide investment analysis and documentation for Multi Asset portfolios, as required
  • To conduct research into investment funds, including the full range of passive options, and  internal and external active managers
  • Contribute to investment chart library and client/prospect presentations
  • To assist with the responses to specific product proposals coming from sales, RFP desks, etc.
  • To be familiar with quantitative tools and techniques
  • To maintain a full understanding of, and to comply with, all regulatory, legal, corporate and client mandate requirements that impact upon your role
  • Be responsible for preparing any work and present it to the Multi Asset Team

Background & Experience

  • Strong academic background (Good degree 2.1 or above)
  • CFA qualified, part qualified, (or equivalent qualification) desired
  • 3 years minimum experience in an investment environment (buy side, sell side or consultants)
  • Fund research experience preferable
  • Investment analysis experience preferable
  • Strong Excel/quantitative skills essential
  • Strong team player, self motivated and self starter

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates 

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