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- Tasks: Analyse investment funds and conduct due diligence for discretionary portfolios.
- Company: Chase de Vere is a leading investment management firm with a nurturing culture.
- Benefits: Enjoy 25 days holiday, annual bonuses, and flexible benefits tailored to you.
- Why this job: Be part of a dynamic team managing over £3bn in investments with a focus on growth.
- Qualifications: 5+ years in investment analysis; CFA qualifications are a plus.
- Other info: Participate in community volunteering and enjoy a supportive work environment.
The predicted salary is between 43200 - 72000 £ per year.
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Reporting to the Head of Discretionary Investment Management, the Senior Investment 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 Investment Analysts 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 Investment Analyst will participate in team meetings including discussions around asset allocation, funds, and portfolios construction.
The Senior Investment 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.WHATS IN IT FOR YOU?
By joining Chase de Vere, youll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
- Opportunity to earn an annual bonus
- 25 days holiday, plus bank holidays
- 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
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Senior Investment Analyst employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Analyst
✨Tip Number 1
Network with professionals in the investment sector, especially those who have experience with discretionary model portfolios. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at Chase de Vere.
✨Tip Number 2
Familiarise yourself with the specific investment funds that Chase de Vere manages. Understanding their portfolio strategy and recent performance will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 3
Brush up on your due diligence skills, particularly in relation to face-to-face interactions with fund managers. Practising how to effectively communicate your findings and insights can set you apart from other candidates.
✨Tip Number 4
Stay updated on regulatory changes within the financial services sector. Being knowledgeable about compliance issues will not only enhance your credibility but also show that you are proactive and well-prepared for the responsibilities of the Senior Investment Analyst role.
We think you need these skills to ace Senior Investment 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 Investment Analyst role at Chase de Vere. Discuss your previous experience with fund managers and how it aligns with the responsibilities outlined in the job description.
Showcase Your Analytical Skills: Provide specific examples of how you've screened investment opportunities or contributed to asset allocation decisions in past roles. This will demonstrate your analytical capabilities and understanding of the financial services sector.
Prepare for Interviews: If you get called for an interview, be ready to discuss your approach to due diligence and how you would pitch new fund ideas. Familiarise yourself with current market trends and be prepared to share insights on potential investments.
How to prepare for a job interview at Chase de Vere
✨Showcase Your Analytical Skills
As a Senior Investment Analyst, your ability to analyse investment funds is crucial. Be prepared to discuss specific examples of your previous analyses and how they influenced investment decisions. Highlight your experience with tools like Morningstar Direct and FE Analytics.
✨Demonstrate Due Diligence Experience
Since the role involves ongoing due diligence, share your experiences conducting face-to-face meetings with fund managers. Discuss how you assess compliance and regulatory aspects, as this will show your understanding of the financial services sector.
✨Prepare for Fund Manager Meetings
You’ll be arranging and hosting fund manager meetings, so practice how you would pitch new fund ideas. Think about how to effectively communicate your insights and engage with the investment team during discussions about asset allocation and portfolio construction.
✨Know the Company Culture
Chase de Vere values a nurturing culture and community involvement. Familiarise yourself with their values and be ready to discuss how you can contribute to their progressive environment. Mention any relevant volunteering experiences or initiatives you've been part of.
