Fund Research Analyst

Professional Recruitment ,
Bath, Somerset
More Details
Salary: From £45,000 to £50,000 per annum

Overview

This award winning Financial Planning firm in Bath have an opening for a Fund Research Analyst to join their team.You’ll be working closely with the Investment team and reporting to the Head of Portfolio Management, to manage the Investment fund panel with a key focus on fund research. This is an instrumental role in the development of their fund panels and requires regular liaison with external parties such as product providers and external research companies. Key responsibilities: Write quarterly investment commentary, and any other market commentary, as required, for internal and external use. To have a detailed knowledge of funds and products in order to create and develop fund and product panels, answer queries, provide guidance internally and to maintain ongoing management of advisory model portfolios. To meet fund providers and fund managers, in order to stay up to date with funds and market developments. To define and review panel criteria to ensure it remains fit for purpose and implementing changes as appropriate. Answer fund panel and technical queries, providing supporting written guidance, as appropriate. To respond to any off panel requests, in conjunction with the Advice Services team. Skills/Experience: A minimum of 5 years’ experience in a senior role within research or product provider relations Experience of developing and running investment fund panels Proven success at building and managing relationships with third parties Excellent project management and IT skills Excellent interpersonal, organisational and planning skills Highly numerate, excellent attention to detail, ability to work on own initiative You will have professional qualifications either CFA (Level 1), Certificate in Discretionary investment Management. Level 4 Diploma would be useful but is not essential. This job was originally posted as www.totaljobs.com/job/89758090

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