Investment Analyst
Investment Analyst
Posted on :
16-11-2024
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1 Vacancy
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Job Description
We are currently working with a leading Wealth Management firm who are looking to hire an Investment Analyst to join their Global Investment Selection team. The successful candidate will be responsible for the sourcing and reviewing of all existing and potential investments in their assigned investment stream. This role will focus on fixed income fund selection.
Role Duties:
- Source potential new investments for inclusion in client portfolios in their assigned investment stream. This will include presenting recommendations to the Investment Committee in order to implement the strategic and tactical aims of the investment function
- Evaluate existing investments to ensure optimal allocation
- Manage new product launches including the development of an effective structure and marketing plan
- Create and maintain relationships with internal stakeholders across a number of departments including delivery of information to portfolio managers and clients
Requirements
- 25 years investment experience; including experience of fixed income investment fund selection
- High degree of technical expertise
- Experience of the MS Office suite combined with a strong knowledge of Bloomberg
- The completion of the QFA and CFA examinations is a requirement for this position
Benefits
On offer is a competitive salary and benefits package with the opportunity to join a well established brand.
Please apply through the link provided or get in touch with Aoife Stokes at to schedule a confidential phone call.
Fixed Income Fund Selection
Education
Business Undergraduate Degree
Employment Type
Full Time
Key Skills
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