Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Analyse investment funds and conduct due diligence for discretionary model portfolios.
- Company: Chase de Vere is a leading financial services firm managing over £10bn in retail investments.
- Benefits: Enjoy flexible benefits, a birthday day off, and paid volunteering days.
- Why this job: Join a supportive culture with opportunities for career growth and community impact.
- Qualifications: 5+ years in fund analysis, strong compliance knowledge, and familiarity with financial tools.
- Other info: Participate in team discussions and contribute to marketing materials.
The predicted salary is between 43200 - 72000 £ per year.
Join to apply for the Senior Fund Analyst role at Chase de Vere
Join to apply for the Senior Fund Analyst role at Chase de Vere
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Chase de Vere
Reporting to the Head of Discretionary Investment Management, the Senior Fund Analyst will be a crucial member of of an Investment Team that manages over £3bn of retail money in discretionary model portfolios and advises on a further £7bn.
The range of discretionary model portfolios hold around 80 open ended retail investment funds and, the Senior Fund Analyst’s primary responsibility will be for the ongoing due diligence of many of these funds and locating new investments for the discretionary model portfolios.
WHAT YOU WILL NEED
- Ideally at least 5 years previous experience in a role analysing investment funds and/ or other investment securities.
- Previous experience in a role carrying out due diligence with Fund Managers on a face-to-face basis
- Previous experience of roles with a strong compliance and regulatory focus
- A comprehensive understanding of the financial services sector and regulatory context
- Experience using Morningstar Direct, FE Analytics, Refinitiv and Microsoft Excel is desirable
- CFA qualifications would be an advantage
WHAT YOUR ROLE WILL INVOLVE
- Screening the global fund universe for new investments
- Arranging and hosting fund manager meetings.
- Writing up fund manager meeting notes
- Pitching new fund ideas to the broader Investment Team
- Updating internal fund due diligence reports
- Ensuring funds comply with internal rules
The Senior Fund Analyst will participate in team meetings including discussions around asset allocation, funds, and portfolios construction.
The Senior Fund Analyst will also be involved in other day to day tasks undertaken by the Investment Team as required, including responding to adviser queries, investment writing for marketing material, and maintaining process documents.
WHAT’S IN IT FOR YOU?
By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
- Opportunity to earn an annual bonus
- A day off for your birthday
- Life assurance – 4 x salary
- Comprehensive induction and training programme
- Funded exams and paid study leave
- A wide range of voluntary flexible benefits to suit your individual needs
- The option to buy additional holiday days
- Cycle to work Scheme
- Two paid volunteering days each year, to support your local community
- Employee Assistance Programme with access to a 24/7 helpline
- Access to our free mortgage service, through our internal mortgage team
- Our Employee Forum and Diversity & Inclusion group
- Local and companywide events in support of our company charities
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Analyst
Referrals increase your chances of interviewing at Chase de Vere by 2x
Sign in to set job alerts for “Fund Analyst” roles.
Audit Analyst – Insurance, Pensions & Investments
Edinburgh, Scotland, United Kingdom 5 days ago
Solution Consultant / Business Analyst (Wealth/Pensions) – £90k (Hybrid)
Edinburgh, Scotland, United Kingdom 4 days ago
Edinburgh, Scotland, United Kingdom 2 days ago
Edinburgh, Scotland, United Kingdom 1 day ago
Edinburgh, Scotland, United Kingdom 1 week ago
Edinburgh, Scotland, United Kingdom 2 weeks ago
Edinburgh, Scotland, United Kingdom 2 weeks ago
Edinburgh, Scotland, United Kingdom 1 day ago
Edinburgh, Scotland, United Kingdom 5 hours ago
Investment Operations Technical Analyst, Asset Management (18m FTC)
Edinburgh, Scotland, United Kingdom 5 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Senior Fund Analyst employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Fund Analyst
✨Tip Number 1
Network with professionals in the investment management field. Attend industry events or webinars where you can meet fund managers and analysts. Building these connections can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the tools mentioned in the job description, such as Morningstar Direct and FE Analytics. Consider taking online courses or tutorials to enhance your skills in these platforms, as practical knowledge can set you apart from other candidates.
✨Tip Number 3
Stay updated on current trends and regulations in the financial services sector. Subscribe to relevant financial news outlets or join forums where you can discuss compliance and regulatory issues, demonstrating your commitment to the field during interviews.
✨Tip Number 4
Prepare for potential interviews by practising how to pitch new fund ideas. Develop a few case studies or examples of funds you admire and be ready to discuss why they would be beneficial for discretionary portfolios, showcasing your analytical skills.
We think you need these skills to ace Senior Fund Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in analysing investment funds and conducting due diligence. Emphasise any compliance and regulatory roles you've held, as well as your familiarity with tools like Morningstar Direct and Microsoft Excel.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Senior Fund Analyst role at Chase de Vere. Mention specific experiences that align with the job description, such as arranging fund manager meetings or updating internal reports.
Showcase Your Qualifications: If you have CFA qualifications or other relevant certifications, make sure to highlight these prominently in your application. This can set you apart from other candidates and demonstrate your commitment to the field.
Prepare for Interviews: While this step is not part of the written application, it's crucial to prepare for potential interviews. Research common interview questions for fund analysts and be ready to discuss your analytical approach and past experiences in detail.
How to prepare for a job interview at Chase de Vere
✨Showcase Your Experience
Make sure to highlight your previous experience in analysing investment funds and conducting due diligence. Be prepared to discuss specific examples of how you've successfully managed these tasks in the past.
✨Demonstrate Regulatory Knowledge
Since the role has a strong compliance focus, brush up on your understanding of financial regulations. Be ready to discuss how you have navigated compliance issues in previous roles.
✨Prepare for Fund Manager Meetings
As hosting fund manager meetings is part of the job, think about how you would approach these discussions. Prepare questions that demonstrate your analytical skills and interest in their funds.
✨Familiarise Yourself with Tools
If you have experience with tools like Morningstar Direct or FE Analytics, be sure to mention it. If not, take some time to learn the basics of these platforms, as familiarity can set you apart from other candidates.
