Senior Investment/Fund Analyst


  • Full Time
  • London

Salary: Excellent salary + bonus + benefits

We are working with a respected London-based investment manager, which a flexible working environment, a great reputation, and a loyal client base of HNW individuals. The management team is also very experienced and they are very client focused. We are keen to speak to experienced Investment Analysts, who have worked in a role focusing on third party fund research. This role will have more of a fixed income focus, but will have multi-asset elements. The culture is collaborative, but the firm wants a robust investment debate.

Responsibilities include:

  • Conducting third party fund research
  • Work alongside and mentor other colleagues in the team
  • Regularly review how the funds are performing
  • Actively engage with portfolio managers
  • Undertake qualitative and quantitative research

Applicants must have experience of third party fund research gained in either a wealth or asset management environment. Ideally applicants will hold the CFA. In terms of asset class knowledge, you will either have experience of fixed income or multi-asset research. You must be a strong team player, have excellent time management skills and the ability to work well under pressure and to deadlines. Knowledge of Morningstar, Excel, MS Office and Bloomberg is useful.

Consultant: Simon Roderick
Ref: SR20-701

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