Our client is a discretionary fund manager based in London. This role is a crucial new hire for the organisation, responsible for the fund selection process from research to execution.
Responsibilites -
- Run the morningstar process across open-ended, ETF and closed funds
- Suggest improvements to the fund selection process across all asset classes
- Analyse portfolio holdings and new ideas
- Build the company network and attend conferences (when able)
- Support the investment team to develop multi-asset capability
- Assist with updating the performance data and recording it in the fund research database
- Assist the managers with weekly meetings, highlighting performance and risk
- Collaborate with fund managers on marketing responsibilities - for example, pitches and documents relevant to the multi-asset team
Requirements -
- Experience with factset, bloomberg and morningstar
- Exceptional numerical and quantitative skills
- Effective communicator with the ability to build relationships internally and externally
- Strong attention to detail is critical
