These are critical roles at a range of levels within a brand-new business in central Bristol where you will assist in the provision of Investment services to the company’s clients. You will be involved in the delivery of a range portfolios for clients working in small teams.
Assisted by more senior colleagues you will collate Fund information, evaluate and analyse this, identifying strengths and weaknesses of Funds. This will involve leveraging quantitative and qualitative analysis methods and techniques to support market and manager research. You will be responsible for thorough fund manager selection, due diligence and monitoring across the Portfolios. You will provide clear insights and recommendations for the Portfolios and coordinate and attendance at due diligence meetings. Responsible for the generation of commentary and insight for Client reporting. Accountable for reporting and research for the Investment Officers Committee and the Investment Executive Committee.
Experience in a research or analytical investment role is preferred. An ability to demonstrate an understanding of approaches to Portfolio construction would be beneficial. You’ll be highly numerate and proficient in statistical and quantitative techniques or a have a leaning in this direction following university. Ideally, you’ll hold an investment qualification or be working towards one. You’ll be very well-organised, a self-starter and a strong communicator with excellent presentational and written skills. This role may involve some UK travel, mainly to London.
This job was originally posted as www.totaljobs.com/job/78457724