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- Tasks: Join our Portfolio Management Team to lead fund manager searches and generate portfolio proposals.
- Company: We are a dynamic investment management firm focused on delivering exceptional client outcomes.
- Benefits: Flexible work options available, including part-time roles; great team culture and professional growth opportunities.
- Why this job: Be part of impactful investment decisions and enhance your skills in a collaborative environment.
- Qualifications: Relevant investment management qualifications like CFA or IMC and experience in fund research required.
- Other info: Opportunity to work closely with clients and contribute to asset allocation discussions.
The predicted salary is between 36000 - 60000 £ per year.
Job Description This is a full-time role, but part-time applicants will be considered for 3 days/week FTE or more. If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. Working as part of the Portfolio Management Team, the successful applicant will contribute to and lead third-party manager searches, reviews, and analysis. Additionally, they will work as part of a team generating portfolio proposals to reflect manager selection and asset allocation decisions, as well as implementing them in our fund of funds. Responsibilities Fund manager research: Leading searches for new fund managers for our range of model portfolios and funds. Chairing meetings with potential managers as well as reviews with current holdings. Writing up notes and recommendations based on meetings. Presenting findings internally to support proposals. Assisting with client queries and meetings where required. Portfolio Management: Generating and approving trades to ensure funds remain close to model and within regulatory limits. Design and monitoring of model portfolios. Develop internal processes to improve client outcomes and efficiencies. Contribute to asset allocation discussions and help implement decisions from the investment committee across platforms and funds. Technical skills required: Some experience of fund manager selection. Experience with portfolio construction in either a FoF or model portfolio context. Familiarity with regulatory limits of UCITS and NURS fund structures. Understanding of portfolio risk and exposures. Regulatory skills required: Understanding of regulatory requirements affecting the TIML business, specifically investment management. Soft & generic skills required: Team player. Organisational skills. Proactive ownership of tasks and external relationships. Qualifications: Relevant investment management qualification (e.g. CFA, IMC). Fund and third-party manager research experience. #J-18808-Ljbffr
Investment Associate (Fund Analyst) employer: Tatton Investment Management Limited
Contact Detail:
Tatton Investment Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate (Fund Analyst)
✨Tip Number 1
Familiarize yourself with the latest trends in fund management and portfolio construction. This knowledge will not only help you during interviews but also demonstrate your proactive approach to staying updated in the industry.
✨Tip Number 2
Network with professionals in the investment management field. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 3
Prepare to discuss specific examples of your experience with fund manager selection and portfolio management. Being able to articulate your past successes will set you apart from other candidates.
✨Tip Number 4
Showcase your organizational skills by discussing how you've managed multiple projects or tasks simultaneously in previous roles. This is crucial for the fast-paced environment of portfolio management.
We think you need these skills to ace Investment Associate (Fund Analyst)
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the responsibilities and qualifications required for the Investment Associate position. Tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize any experience you have with fund manager selection, portfolio construction, and regulatory knowledge. Use specific examples to demonstrate your skills.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for investment management and your understanding of the role. Mention how your background aligns with the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in investment management.
How to prepare for a job interview at Tatton Investment Management Limited
✨Showcase Your Fund Manager Research Experience
Be prepared to discuss your previous experiences with fund manager selection. Highlight specific examples where you led searches or conducted thorough analyses, as this will demonstrate your capability to contribute effectively to the Portfolio Management Team.
✨Understand Regulatory Requirements
Familiarize yourself with the regulatory limits of UCITS and NURS fund structures. During the interview, be ready to discuss how these regulations impact portfolio management and your approach to ensuring compliance.
✨Demonstrate Team Collaboration Skills
Since this role requires a strong team player, share examples of how you've successfully collaborated with others in past roles. Emphasize your proactive ownership of tasks and how you’ve built external relationships to enhance team performance.
✨Prepare for Technical Questions
Expect technical questions related to portfolio construction and risk management. Brush up on your knowledge of model portfolios and be ready to discuss how you would approach asset allocation decisions based on your understanding of portfolio risks and exposures.
