Fund Analyst - 990729

Exeter, ENG

Senior Fund Analyst – Exeter

£40,000 to £50,000 salary, plus benefits and bonus


My client is an Investment Management firm who offer discretionary and model portfolio managed services to their private clients across the UK. They are looking for a Senior Fund Analyst to take ownership and production of the funds lists for the Discretionary Portfolio Management Service.

The role will involve dealing with and providing a service to the firm’s Investment Managers, so this is a key role for the business.

Main Tasks

·        to liaise with the companies Fund Management and Investment Solutions to maximise the sharing of research resources

·        to assist with Sustainable and ESG research processes

·        to maintain fund rationales

·        to ensure that portfolios hold the most appropriate share/unit classes, including assisting with the onboarding of new clients and portfolios

·        to attend and participate in the Asset Allocation Committee

·        to provide copy for publications as required by the marketing department

·        to keep up to date with market & investment information and maintain a working knowledge of relevant professional developments, ensuring that these are acted upon in the clients, investors and my clients’ interests


·        CFA Level 2 or equivalent

·        Educated to degree level


Skills and competencies

·        At least 5 years experience in the investment industry, mainly in Fund Management

·        Excellent inter-personal and communications skills

·        Up to date knowledge of markets, asset-classes, and stocks/funds

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

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