Fund Manager (Unit Trusts)

Unit Trusts Fund Manager opening with a leading and very establish West End based Wealth Management firm who provide discretionary investment services for private investors and trustees.

As the Unit Trusts Fund Manager you will be working in a small close-knit team specialising in Unit Trusts assisting in the production of research and analysis materials.

Your duties will include but are not limited to:
-The writing and updating of summary reports on companies.
-Measuring performance of model portfolios against relevant indices.
-The dissemination of information throughout the Group.
-Assist with the production of monthly Unit Trust updates.
-Prepare performance statistics on Pension Funds and other funds managed by the company.
-Prepare and present business information in a verbal and written form at meetings and for distribution within the Group.
-Deputise for Fund Managers in their absence referring to other team members as appropriate.
-Assisting in the management of Unit Trusts.

To qualify for the role you MUST have:
-Educated to degree level minimum 2.1 classification.
-Minimum CFA Level 2 Qualification.
-Currently working in a similar Fund Manager role in an Investment Management firm specialising in Unit Trusts with UK mid and small cap experience.
-Advanced Excel (macros/ vba) skills.
-Strong work ethic and flexible approach as there will be the need to work beyond normal work hours.
-Superb communication skills (written and verbal).
-Exceptional attention to detail.
-Strong organisation skills.
-Enjoy working in close-knit teams.
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Please note, your application will only be considered if you match the requirements above.

If interested then please provide a detailed CV and apply today.

October 29, 2013 • Tags:  • Posted in: Financial

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