Job Description
Role Requirements
Generate new investment ideas and produce materials to take to our clients and prospects Conduct due diligence meetings with managers to set fund ratings and assume responsibility for ongoing monitoring Participate in investment committee meetings and debates, and provide regular updates on investment views Attend client meetings as a research specialist Oversee junior members of the team to help them deliver research projects Deliver training to colleagues on related topics Potential for this role to expand into portfolio analyst role covering fund of fund products Experience and Competencies Required
Working towards the CFA or similar exams, or qualified 4-7 years of experience in financial services with experience in manager research and understanding of the asset management industry and markets Experiences in one or more of the...
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