Investment Portfolio Researcher - up to £55,000
- Recruiter
- Meredith Brown Associates
- Location
- London, United Kingdom
- Salary
- £55,000
- Posted
- 10 May 2022
- Closes
- 18 May 2022
- Ref
- 14598411
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
Roles & Responsibilities
Experience & Qualifications
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.
- Build knowledge of investment markets and contribute to the development of investment strategy.
- Contribute material for client and Investment Committee reports.
- Produce reports and analysis on investments held by clients and prospective clients.
- Liaise with client teams in the production of performance reports and investment rationales.
- Attend events to build relations with fund managers and acquire knowledge of a range of funds.
- Research opportunities within fund sectors.
- Undertake administrative tasks such as liaising with platform providers regarding fund availability and maintaining a central repository of key fund documents for model funds.
- Working in the Investment Client Services stream of the Investment Team and reporting to the Investment Director.
Experience & Qualifications
- Be highly numerate and proficient in Excel
- Demonstrate a strong academic background, probably having graduated from a Russell Group university
- Communicate clearly and concisely, and enjoy writing
- Have an interest in investments, economics and business
- Have strong attention to detail
- Have 2 - 3 years' relevant experience
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.