Experienced Fund Analyst required for leading Investment Management firm.
Meraki Talent’s client is currently looking to hire a talented Investment professional into their highly successful Investment Management business. Our client is a well-regarded provider of Investment Services which has an exceptional client base and innovative range of propositions to meet their needs.
Due to increased demand for their ethical investment services and the desire from the Investment team for dedicated research support, the firm are now looking to hire an experienced Fund Analyst to join their team in Bristol.
Responsibilities within the role include:
- Sourcing the best SRI and Sustainable Investment ideas for the buy-list through rigorous due diligence and analysis (collectives)
- Ongoing monitoring of the investment universe on an ongoing basis
- Running Fund Manager meetings to thoroughly explore investment opportunities and their ESG credentials
- Providing support and advice to the Investment Managers on current holdings
- Participate in investment meetings, providing challenge and review to the IMs
- Conducting sectoral research and staying abreast of key market themes
For this newly created role my client is seeking an experienced Fund Research Analyst who ideally has MAI portfolio management and portfolio construction experience. A good knowledge of the investment universe (including both on and offshore funds and EFTs) is required and any demonstrable interest in ethical investing / sustainability would be viewed very favourably. This is a great opportunity to join a market leading team, in a newly created role in which you can make your mark whilst also having access to most of the leading asset management businesses.
