Investment Portfolio Researcher - up to £55,000

Meredith Brown Associates
London, United Kingdom
10 May 2022
18 May 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Roles & Responsibilities
  • 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.

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