Mulberry Recruitment
Location
Farnborough, Hampshire | United Kingdom
Job description
[vc_row][vc_column][vc_column_text] Fund Analyst
Location: Farnborough/Remote
Salary £30,000-£50,000 + Benefits
12 Month Contract
My client who are based in Farnborough are seeking a Fund Analyst to join their team. To apply for this position you will need experience working in a similar role as well as experience working within Financial Services/Wealth Management.
Daily Duties
To provide fund analytical support to the Investment Committee in respect of the ongoing governance of a range of external model portfolios.
This includes monitoring the existing fund options and challenging their selection where appropriate, together with the review of any proposed changes.
The job will also involve arranging the quarterly Investment Committee meetings, the production of the pack, taking minutes and managing actions
Ongoing performance reviews of funds held within the external Model Portfolio Service
Ongoing performance reviews of the passive fund solutions
Arranging and attending quarterly Investment Committee meetings.
Production of the pack for each meeting, taking minutes and managing actions.
Fund manager meetings as and when required.
Skill Set
Previous experience in a similar role
Strong presentation skills
Highly numerate and literate, with excellent attention to detail.
Strong communication skills, both verbal and written.
Good interpersonal, organisational and planning skills.
Benefits
Life Assurance (4x salary)
Pension 6% Employer, 3% Employee
25 days Holiday + Bank Holidays[/vc_column_text][/vc_column][/vc_row]
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