Fund Research Analyst

You will work alongside members of the investment team, including Portfolio Managers, to conduct third party fund research across a variety of investment strategies, focusing on long-only Asian, emerging market and frontier market equity mandates.

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.

Fund research:

  • Undertaking independent quantitative and qualitative research on funds including both desk research and fund manager meetings.
  • Writing due diligence reports and presenting the conclusions to the Fund Selection Committee.
  • Regularly reviewing the performance of funds & formally updating recommendations, inc. conducting update meetings with fund managers
  • Engaging with portfolio managers on a proactive basis to discuss potential new ideas and portfolio changes needed.

Skills needed:

  • Writing, presentation skills
  • Strong team player
  • Challenging convention
  • Working to tight deadlines
  • Good initiative / project management. Happy to drive your own workload.
  • Required experience with the following: Morningstar, Excel (Advanced), Microsoft Office

At least two years of relevant experience and CFA Level 1 is preferable.

You may be required to carry out other duties from time to time as necessary. The role is a strategic hire for the firm and represents a fantastic opportunity to become involved in the growth of the business from the early stages.

What do we offer:

You will be well-rewarded for your work at EQ. As well as your competitive salary, from £28,000 – £32,000 (dependent on experience), you will also get a minimum of 20 days’ holiday, a pension and discretionary performance related bonus. After twelve months you will also have the option to join the employee share scheme.

How to apply

Please send your CV with a covering letter to: careers@eqinvestors.co.uk