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Fund Research Analyst

Employer
EQ Investors
Location
London (Central), (GB)
Salary
£28K - £32K Annual base salary not incl. discretionary performance related bonus
Closing date
Mar 22, 2019

View more

Job Function
Wealth Management, Other
Industry Sector
Private Wealth Management Firm
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

Job Details

You will work alongside members of the investment team, including Portfolio Managers, to conduct third party fund research across a variety of investment strategies, focusing on long-only Asian, emerging market and frontier market equity mandates.

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.

Fund research:

  • Undertaking independent quantitative and qualitative research on funds including both desk research and fund manager meetings.
  • Writing due diligence reports and presenting the conclusions to the Fund Selection Committee.
  • Regularly reviewing the performance of funds & formally updating recommendations, inc. conducting update meetings with fund managers
  • Engaging with portfolio managers on a proactive basis to discuss potential new ideas and portfolio changes needed.

Skills needed:

  • Writing, presentation skills
  • Strong team player
  • Challenging convention
  • Working to tight deadlines
  • Good initiative / project management. Happy to drive your own workload.
  • Required experience with the following: Morningstar, Excel (Advanced), Microsoft Office

At least two years of relevant experience and CFA Level 1 is preferable.

You may be required to carry out other duties from time to time as necessary. The role is a strategic hire for the firm and represents a fantastic opportunity to become involved in the growth of the business from the early stages.

Company

EQ Investors is an award-winning wealth management firm with over 60 staff, 2,000 clients and assets under management of over £800m. We offer a full range of life planning and financial advisory services for individuals, families, trustees, attorneys, directors and business owners.

 

EQ Investors is also a certified B-Corporation, the international benchmark for companies committed to meeting the highest standards of social and environmental performance, transparency and accountability.

 

As an employee owned business, our long term plan is to remain majority staff-owned, ensuring that our commercial interests remain fully aligned with those of our clients.

 

Company info
Website
Telephone
02074887139
Location
100 Lower Thames Street
London
London
EC3R 6DL
GB

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