Research Associate

Reed Insurance
Stoke Pound
10 Aug 2017
16 Aug 2017
Contract Type
Full Time
My client are an established, award winning firm of Independent Financial Advisers on the outskirts of Birmingham, who are seeking specialist Research Associate to join their successful, busy and friendly team.

They have an unrivalled benefits package with the opportunity to progress into various areas of the Financial Planning and Wealth Management world.

This role would ideally suit someone who has worked within a Discretionary Fund Manager in a Research Capacity.

Main duties include:

• Due diligence analysis of fund managers across all asset classes and investment sectors.
• Assist in writing fund research reports and summaries following the due diligence process.
• Review the suitability of funds for model and client portfolios.
• Assist in the monitoring of manager performance.
• Assist in the management of the various funds managed by the group.
• Assist portfolio managers with the construction of bespoke portfolios for clients.
• Assist in spreadsheet maintenance and any other operational tasks required.

Experience needed:

• A few years of experience in equity research within an investment firm.
• A strong academic background with a degree in a quantitative subject.
• Ideally have the IMC, and some progress on the CFA would be a plus.
• A strong grasp of Microsoft Excel with the ability to build financial models.
• Some knowledge of financial and analytical software such as Bloomberg.

Reed Specialist Recruitment Limited is an employment agency and employment business