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Senior fund analyst (collectives)

Slough
Berkeley Croft
Fund analyst
Posted: 23h ago
Offer description

We would like to hear from Fund Research Analysts with 8-10+ years experience in researching and analysing collectives (across active/passive and open/closed ended funds) in regard to a new search we are working on for a leading, London-based wealth manager.


This is a newly created role with the postholder creating and maintaining a buy-list for funds that will be then be adopted by the wider investment team.


Applicants should have deep knowledge of researching and investing into funds across traditional and alternative asset classes and must have previously worked with collectives. Buy-side experience is a must.


Given that this is a new role within the business and will have a high degree of responsibility, the successful candidate is likely to have excellent interpersonal skills and ability to build relationships with key stakeholders.


The postholder will also be involved in Sustainability and ESG research and should have an interest in how this is integrated into the investment process.


Applicants should ideally be CFA qualified and have a degree in an economics/finance related subject.


Please get in touch for more details.

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