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Investment Analyst/Writer

Locations -

Bath

THE ROLE

The purpose of this role is to work within our Portfolio Management Team to develop and maintain our investment fund panels. You will collate information and provide detailed analysis and qualitative information on selected funds.  You will also be heavily involved in writing investment research papers on markets and selected funds that will be used for company-wide communication purposes.

This role is hugely important to Chase de Vere to ensure we maintain and develop our investment fund panels and will require you to work closely with external research companies and product providers.

RESPONSIBILITIES

  • Developing, constructing and maintaining the Chase de Vere investment fund panels for our advisers
  • Writing and maintaining company guidance on the investment panel buy/sell process
  • Assisting in the production and provision of written fund descriptions
  • Responding to adviser queries and providing guidance on investment funds
  • Answering fund panels and technical queries alongside responding to any off panel requests
  • Meeting with fund providers and fund managers to stay up to date with funds and market developments
  • Contributing to our annual and quarterly asset allocation and providing detailed commentary
  • Assisting with the management of the Select Discretionary Service by providing fund research and information

EXPERIENCE AND SKILLS

  • A solid understanding of the economic setting and market environment.
  • Certificate in Discretionary Investment Management – R01 + J10
  • Investment Management Certificate – IMC
  • Certificate in Investment Management – CISI
  • Diploma Level 4 qualified

OUR VALUES

  • Be Reliable
  • Think Independently
  • Create Confidence

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