Fund Analyst

Location Salisbury
Discipline: Financial Services
Job type: Permanent
Salary: £50k (c)
Contact name: Liam McConnell

Contact email:
Job ref: REF: 7077
Published: about 2 months ago
Expiry date: 29 Jul 2022 23:59

​We are looking to recruit a Research Analyst for a boutique investment management firm based in Salisbury. Our client are incredibly ambitious and plan to move to the next level of expansion and success. The current team have been assembled over time to ensure a strong team based culture that is essential to the firm's future success. They take pride in delivering service excellence, placing each client at the heart of all they do.

This is an excellent hybrid opportunity for an individual to take on more responsibility when it comes to investment research. The successful candidate will work as part of an existing team focusing on researching and maintaining their 'fund universe' for all products across the business. You will become a key contact for the fund industry and will lead meetings and inspire junior members where appropriate.

Key responsibilities include:

  • Research and maintain all products and services available to all clients

  • Ensure annual reviews are completed of all funds

  • Maintain a clear audit trail of research, rationale and changes

  • Contribute investment insight to the monthly investment committee, providing research and opinion to help shape asset allocation

  • Attend managed portfolio meetings, aiding both, asset allocation and fund selection

We are looking for a candidate who has the following skills and experiences ready to take on this exciting new role:

  • Demonstrate analytical and time management skills

  • Communication qualities are essential through a range of communication methods

  • Be comfortable working in a team environment and to be able to react appropriately to changing conditions

  • Knowledge and understanding or an interest in global economics, financial markets and portfolio management

  • AN understanding of the collectives industry and/or major asset classes

  • proven experience within the financial services sector of at least 3+ years

  • Level 4 qualified in IMC, IAD or CISI - is a huge advantage

  • Experience in a Fund or Research Analyst role previously is key

The role offers excellent support from a key member of the senior team whom you would work closely with. The business has huge plans for future growth, so the future is exciting within the business.

To apply or enquire please reach out to Liam today.