Investment Research Expert – London
Fundhouse is looking for a talented individual to join our investment team. In this position, you will focus primarily on manager research (covering equities, fixed income and multi-asset), but also assist with other investment functions, client servicing and business development. Fundhouse is an award-winning investment company providing investment insights and services to institutional investors globally, and UK-based wealth managers and independent financial advisers (IFAs).
We will count on you to:
Ideally, the candidate will be driven, curious, and analytical, and prefer being part of a compact team that thinks differently to others. The team takes a generalist approach to research responsibilities, so the candidate will be responsible for covering funds investing in all liquid asset classes. We are open to speaking to people with varied experience, although ideally candidates will have undertaken manager research over a full market cycle. This role will be based in London and is a hybrid role that has a requirement of working at least three days a week in the office.
Be recognised as an expert in the UK wealth industry dynamics, including a solid understanding of major asset management firms and a good knowledge of managers across mainstream asset classes
Lead the end-to-end due diligence process for a list of funds across mainstream asset classes (equity, fixed income, and multi-asset), including the creation and maintenance of research reports
Proactively source and evaluate new investment opportunities, primarily within the UK- and Europe-domiciled fund universe, by cultivating trusted industry relationships, engaging with prospective managers, attending relevant events, and conducting both qualitative and quantitative analysis
Provide support for colleagues also researching managers and contribute to peer reviews of research presented by other team members
Actively contribute to client service and business development efforts through face-to-face meetings and supporting the creation and delivery of high-quality promotional materials and intellectual capital
Provide support for other investment functions, such as the Model Portfolio Investment Committee or SAA, when necessary
What you need to have:
Solid experience within the UK asset management / wealth industry or in manager research. A broad and deep knowledge of asset management groups is also important
We think scientifically and our research is evidence-based, so the candidate must be both numerate and analytically minded (although their qualitative skills will be important too)
An eye for detail and an ability to articulate their opinions clearly (both verbally and written) is a must, as is having a curious nature and willingness to dip deep into manager research
Excellent written and oral communication/presentation skills
Well versed in standard MS Office applications, notably Excel
An undergraduate degree
What makes you stand out:
Holding the CFA charter would be an advantage but not a requirement, as would prior experience working with investment consultancy clients.
Experience in process enhancements
Working knowledge of python/coding a plus but not a requirement
Why join our team:
We help you be your best through professional development opportunities, interesting work, and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
