Job Description

1. Fund research:

• To select, monitor and review third party funds and maintain a list of best-in-class funds providing different types of exposures - the successful candidate will be assigned one or more sectors
• Using those best-in-class funds, to construct and manage the assigned sector portfolio(s) with a detailed understanding of the underlying style and factor exposures
• Produce detailed analysis of assigned sectors and asset classes and provided clear, concise and reasoned recommendations to the investment team
• To produce data, with background analysis, written or oral, upon request to help in the production of reports and presentations for the team and for marketing requirements
• To construct and manage the assigned sector portfolio(s) with a detailed understanding of the underlying style and factor exposures

2. Portfolio and model management:

• To monitor and manage 7IM-managed funds
• To execute, check and approve related trades
• To participate in the process of 7IM-managed models

3. Client support:

• To assist relationship managers and the intermediary sales team answering investment related client queries and attend client meetings as required
• In case the successful candidate is based in Edinburgh, to be the main contact for providing day-to-day support to the local private client team, including attending client meetings and handling investment queries
• To contribute to the production of quarterly client reports, other written investment communication, webinars and similar

4. To undertake any other tasks from time to time as directed by the line manager

Required Knowledge, Skills, and Abilities

• Economic and financial markets knowledge
• Min. three years fund research experience
• Experience with the use of Morningstar Direct, Bloomberg and MS Office, in particular Excel
• Degree level
• Relevant FCA qualifications
• Gained, or working towards gaining, the CFA designation
• Investment intellect and strong analytical skills
• Numerical accuracy and attention to detail
• Strong interpersonal and communication skills
• Attention to detail