Funds Insight Analyst

Recruiter
Capstone Recruitment
Location
Aylesbury
Posted
16 Jan 2019
Closes
24 Jan 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Funds Insight Analyst Location: Nr Aylesbury Excellent renumeration package plus benefits. My client is a leading provider of software, ratings, consultancy and other services to the UK financial services industry, and a fast growing and successful brand. They provide unbiased and independent data and insight across the Fund Management, Wealth Management, General Insurance, and Banking sectors. Due to launch of new customer offering for fund managers, my client is looking for someone with good fund knowledge, great Excel skills and an analytical approach to take on a newly created role within the Funds Research team. In this role, you will produce market analysis reports for fund managers, which involves: monitoring and reporting on key metrics in line with the requirements of fund managers; using Excel to extract fund market intelligence data from databases; editing and formatting the output to ensure it is accurate and appropriate in line with stakeholder expectations; writing executive summaries and recommendations using your expert interpretation of the fund market intelligence data; being the point of contact for queries relating to the data and wording. This role provides the opportunity to become an expert in understanding and articulating fund market intelligence data, and to develop new ideas and insights that would be of value to fund managers, for inclusion within market analysis reports. To be considered, you need to be able to demonstrate the following: Good knowledge of most types of investment funds and DFMs and how they link with investment products and platforms, plus good knowledge of how financial advisers operate Excellent Excel skills – ideally including developing and modifying complex Pivot tables - the ability to create VBA code is desirable, but can be learnt in role Strong data analysis and interpretation skills, able to quickly extract relevant information and draw conclusions from it Attention to detail and a good eye for formatting documents and presentations professionally to meet stakeholder expectations Good customer communication skill

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