Job Description

You will report to an investment Director and assist the team primarily with fund research and asset class analysis. You’ll be a creative person with good written and verbal communication skills, and importantly you will be a team player bringing value enhancing independent thoughts to an experienced, productive and cohesive unit.

• Active and passive fund research and analysis across a broad range of asset classes invest in as well as ESG and ethical funds.
• Data preparation for fund due diligence meetings
• Hosting fund due diligence meetings, writing up fund due diligence reports and presenting the recommendation(s) in the fortnightly fund research meeting
• Attribution analysis on a fund/ blend of funds within an asset class to ascertain their value add to the portfolio
• Presenting research on fund / asset class analysis at PIM Monthly meeting
• Supporting PIM webinars to present on funds/asset classes and our fund research process

You can expect a competitive salary aligned to your skills and experience which we will review each year, as well as a generous benefits package, including:

• Non-contributory Personal Pension scheme
• Substantial holiday entitlement
• Life Assurance & Income protection insurance
• Private health insurance

Required Knowledge, Skills, and Abilities

• Excellent written and verbal communication skills are core to this role in conjunction with attention to detail, accuracy, efficiency and reliability of delivery.
• Experience – At least 5 years of experience researching and analysing funds across core equity and fixed interest asset classes
• Personal Attributes – team player, organized, diligent, communicative
• Qualification – candidates are expected to have demonstrated their passion for investment by achieving level 6 or 7 qualification (eg CISI Chartered Wealth Manager or CFA).
• Key Professional Attributes – integrity, attention to detail, pro-active and ethical