Investment Analyst – Funds Selection

Investment Analyst – Funds Selection

Posted 4 months ago

Exciting opportunity for an experienced investment analyst to join a thriving Funds Selection Team Great scope for career progression and excellent bonus on offer.

We currently recruiting for an Investment Analyst who comes from a strong manager research background with experience gained across the main asset classes.

The Investment Analyst will have responsibility for the performance for a selected range of fund of fund portfolios invested in both fixed income and equity funds.

Key responsibilities:

  • Take responsibility for an allocated range of fund of fund portfolios.
  • Performing quantitative and qualitative analysis of the portfolios and the underlying fund investments.
  • Presenting to the Investment Committee; providing regular report and making proposals as required
  • Presenting performance updates to stakeholders including distributors and the sales force network
  • To take the lead in allocated fund research areas.
  • Identifying and assessing the relevant universes for potential investment managers for existing funds
  • To contribute to refining the investment process
  • To work collegiately with the team on other asset classes as required
  • Contribute to idea generation for possible new products
  • On boarding new managers and target funds
  • Liaising with third party investment managers in agreeing investment guidelines
  • Working with the Product Development department on developing prospectuses
  • Preparing manager and fund documentation as required
  • Ad hoc projects as required

Key Requirements:

  • A strong interest in investment markets and high degree of proactivity
  • An analytical background with a degree in a finance or business discipline
  • CFA qualification is preferred or studying towards it
  • 3-5 years of dedicated manager research experience and funds selection
  • Exposure to the main asset classes within equities and bonds
  • Ability to pitch well constructed investment ideas

For a confidential discussion please call Mark on 086 301 9222 or email your CV by pressing the apply button.


Job Features

Job CategoryAsset & Wealth Management, Featured Opportunities
Salary55,000 - 65,000 + Bonus

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