Responsibilities
Fostering a culture of collaboration, continuous improvement, and customer focus within the shared services team.
Collating, tracking and analysing fund manager information across various asset classes, including performance, risk, team and investment data.
Collect, validate, and interpret performance, risk, team, fee and portfolio data from fund managers.
Produce investment commentary, fund summaries and research insights to support investment recommendations.
Identify, monitor and evaluate asset managers and investment funds for institutional investors.
Liaise with external fund managers to ensure investment information is readily updated and accessible to the research team.
Integrate and use various internal systems and external investment platforms (Bloomberg, StyleAnalytics, Preqin, ADA Research etc.) to source, check, consolidate and evaluate reported data.
Work closely with experienced investment consultants and manager researchers to influence investment decisions.
Working on bespoke data projects that help inform our investment decision-making.
Support manager research, due diligence, performance monitoring and client projects.
Special projects or assignments as instructed by your supervisor/manager.
Qualifications
Bachelors degree
5 years related experience
Able and willing to travel up to approximately 25% of the time, where required by role
Preferred: MBA or FIA/FFA/CFA certification/accreditation
Behaviors
Collaborates and works effectively with colleagues.
Demonstrates solid Financial acumen
Business acumen
Project management skills
Communication Skills
Analytical skills
Attention to detail
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.