Fund Research Analyst

Investment Research role within boutique Wealth Management firm

Company overview

EQ is an award-winning wealth manager with over 70 staff and 2,000 clients, including private individuals, corporates and charitable endowments all around the UK. We are based in London near the Monument.

EQ is also a Certified B Corporation (having been one of the founding firms in the UK), an internationally recognised standard for companies that believe in business as a force for good. Making a positive contribution to the wider community is a core part of our business philosophy.

Role

You will work alongside members of the investment team, including Portfolio Managers, to conduct third party fund research across several asset classes and sectors. You will be a key member of the team and will be expected to act quickly with a high degree of autonomy, conducting independent research to determine potential new trade and fund ideas to be included within EQ’s Future Leaders, Sustainable World, Positive Impact and Bespoke mandates.

Essential Characteristics

Highly motivated and analytical team player with 5 years+ experience identifying, researching, evaluating, and monitoring funds
Passionate about sustainable investment and financial markets in general as well as excellent fund research skills
Proactive approach towards driving the research agenda whilst having full ownership for all sectors under coverage
Continuous improvement mindset to assist with ongoing evolution of the investment process
Interests beyond fund research to include sustainable investment, asset allocation, portfolio construction, and performance & risk
Experience covering Investment Trusts, VCTs, Business Relief strategies and Structured products would be beneficial

Key Responsibilities

Conduct due diligence on investment products across asset classes and with varying levels of sustainability integration (e.g. ESG, sustainable, and impact).
Evaluate fund managers strategies in alignment with EQ sustainability frameworks
Support the construction and management of investment portfolios across a variety of structures including MPS, Bespoke and fund of funds
Prepare detailed written reports, investment recommendations, and presentations for investment committees and advisors
Monitor the performance and sustainability credentials of approved funds, ensuring ongoing suitability and alignment with regulatory requirements
Collaborate with stakeholders such as other members of the research team, portfolio managers, clients, and compliance and risk to ensure outcomes are as desired
Stay abreast of market trends, evolving regulation, and ESG data innovations in sustainable finance

Experience and Qualifications

5 years plus experience in investment research fund analysis, ideally within a wealth management or asset management environment
Strong understanding of responsible investment frameworks (e.g., UN PRI, SFDR, TCFD, SDR)
Familiarity with fund structures, performance and risk attribution, and portfolio construction principles
Professional qualifications such as CFA, CFA ESG, IMC, or CISI Sustainable Investing Qualification) desirable

Desirable Skills & Attributes

Excellent analytical skills, including proficiency with Excel, Bloomberg, Morningstar Direct
Strong written and verbal communication skills
High attention to detail and intellectual curiosity
Team-oriented mindset and collaborative working style
Passion for sustainability and the evolution of responsible investment.
Experience working with ESG data providers (e.g., MSCI, Sustainalytics, Clarity AI, Morningstar ESG)