ANALYST
Description:
A new and exciting position is now available within a successful investment management company in London for an Analyst. The role holder will join their Fund Solutions Team on a permanent basis. The core function of the role is to identify and research Collective Investment Schemes that deliver return profiles that meet or preferably exceed expectations. With an appreciation of the different underlying requirements of each of the core clients you will be responsible for documenting your detailed analysis covering; the investment philosophy, process, portfolio construction techniques and drivers of return.
Core Responsibilities:
- Be involved in reviewing the outputs of the quantitative research process, used to screen the fund universe.
- Review existing approved funds as part of a rolling programme on both a quantitative and qualitative basis.
- Research, identify and recommend new funds for approval.
- Support the continuance and enhancement of the investment process.
- Follow a fund selection and de-selection process, using the defined process.
- Support the maintenance of a database of funds and managers which represent approved, reserves and considered, but excluded recommendations.
- Support the Quantitative Analysts and Desk Support Assistance with maintaining the investment process where appropriate.
- Work closely with Senior Analysts to support the work undertaken for the company.
Core Skills:
- Strong written and verbal communicator
- Team orientated individual who is prepared to support colleagues and work as part of a disciplined investment process
- Highly numerate and literate with a broad understanding of the principals of investment management
- Strong organisation and prioritisation skills
- Ability to make informed and timely decisions
- Willingness to be individually accountable for decisions made and recommendations given
- Ability to adapt to changing circumstances without loss of focus
- Desire to continually improve both individually and to support the teams development of its working practices and processes.
- Desire to produce high quality work, to agreed formats
Core Requirements:
- Graduate, with a degree in a highly numerate or business subject.
- IMC and working towards or completed CFA.
- Experience within the Financial Services Industry, possibly from within a Fund of Funds, Insurance Company, Consultant or Wealth Management organisation.
- Focusing on Fund Manager research and selection within traditional long-only or alternative asset classes.
- Primary experience within UK Retail Investment Funds, although some international experience would be a plus.
- Experience of working within a similar Fund research and selection environment,
- Well-developed interpersonal skills facilitating communication with a wide range of business units and understanding of fund manager behaviour/motivations.
- Systems and technology know-how (Morningstar, Bloomberg etc)
- Good understanding of the role of Collective Investment Schemes as part of the portfolio construction process.
Core-Asset Consulting offer specialist recruitment services to the Investment Banking, Financial Services, Secretarial Support, and Human Resources markets across Scotland.
"People are the core asset of every business"
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