Overview

Fund Analyst

Location: Farnborough/Remote

Salary £30,000-£50,000 + Benefits

12 Month Contract

My client who are based in Farnborough are seeking a Fund Analyst to join their team. To apply for this position you will need experience working in a similar role as well as experience working within Financial Services/Wealth Management.

 

Daily Duties

To provide fund analytical support to the Investment Committee in respect of the ongoing governance of a range of external model portfolios.

This includes monitoring the existing fund options and challenging their selection where appropriate, together with the review of any proposed changes.

The job will also involve arranging the quarterly Investment Committee meetings, the production of the pack, taking minutes and managing actions

Ongoing performance reviews of funds held within the external Model Portfolio Service

Ongoing performance reviews of the passive fund solutions

Arranging and attending quarterly Investment Committee meetings.

Production of the pack for each meeting, taking minutes and managing actions.

Fund manager meetings as and when required.

 

Skill Set

Previous experience in a similar role

Strong presentation skills

Highly numerate and literate, with excellent attention to detail.

Strong communication skills, both verbal and written.

Good interpersonal, organisational and planning skills.

 

Benefits

Life Assurance (4x salary)

Pension 6% Employer, 3% Employee

25 days Holiday + Bank Holidays