At a Glance
- Tasks: Lead investment research and manage funds focusing on Latin American public issuers.
- Company: Global private banking group with a dynamic and inclusive work culture.
- Benefits: Competitive salary, professional development, and a supportive environment.
- Other info: Join a diverse team that values innovation and accountability.
- Why this job: Shape investment strategies and make a real impact in emerging markets.
- Qualifications: 5+ years in credit research with strong communication and collaboration skills.
The predicted salary is between 75600 - 92400 £ per year.
JOB DESCRIPTION
EFG International is a global private banking group, offering private banking and asset management services.
We serve clients in over 40 locations worldwide.
EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.
Our Company
JOB DESCRIPTION
EFG International is a global private banking group, offering private banking and asset management services.
We serve clients in over 40 locations worldwide.
EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.
EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect.
Joining our team means experiencing a supportive environment, where your contributions are valued and recognised.
We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision‑making and greater innovation.
Our Purpose and Mission
Empowering entrepreneurial minds to create value – today and for the future.
We are a private bank, offering personalised solutions on a global scale to private and institutional clients.
Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.
Job Description
We are looking for a Senior Research Analyst to also take on Fund Management responsibilities within our Fixed Income team in London.
The primary focus will be Emerging Markets and, in particular, Latin American public issuers.
In this role, you will act as co-portfolio manager and research analyst, directly shaping investment strategy, portfolio construction and risk management across EFG Asset Management’s Fixed Income funds and institutional mandates.
You will lead credit research for Latin American issuers, generate high-conviction investment ideas and act as a subject matter expert for your coverage universe across the wider franchise.
In addition, you will serve as a product specialist for EFG’s Fixed Income strategies, representing the platform with distributors and clients – primarily in Spanish‑speaking markets – and contributing to the growth and positioning of our Fixed Income franchise.
- Main Responsibilities
- Investment Management
- Lead investment research for Latin American Issuers and support wider Emerging Market research.
Act as a franchise wide expert for key segments of the asset class, ensuring consistency and alignment of research views.
Mentoring junior analysts and portfolio managers in their development.
- Independently and actively identify investment opportunities, produce investment research, and present investment recommendation to other PMs and across business segments, as a subject matter expert for the relevant sub‑asset class.
- Actively challenge investment recommendations assessing validity of investment thesis and appropriateness for mandates and funds.
- Manage/co‑manage EFGAM funds and institutional mandates, driving performance, defining key investment decisions, risk positioning and product evolution in line with EFG’s strategic objectives.
- Autonomously implement investment decisions in line with all regulatory requirements, mandate restrictions and internal risk guidelines.
- Act as lead portfolio manager on specialist Fixed Income mandates for institutional sized clients, ensuring adherence to mandate guidelines, risk parameters and client specific objectives.
- Knowledge of trade execution and ability to work with internal and third‑party trading desks, following best execution procedures.
- Ensure robust risk management of managed Fixed Income products, contributing to the enhancement and implementation of Fixed Income risk management frameworks and operating within approved limits, policies and regulatory requirements.
- Client Management and Business Development
- Lead Fixed Income investment communication for the Latam + Iberia region working with key third‑party distribution partners, representing the broader
- Fixed Income franchise, including products managed by other portfolio managers, and ensuring a coherent and compelling positioning of EFG’s capabilities.
- Drive AUM and revenue growth for the Fixed Income franchise and EFG by originating, deepening and maintaining strategic relationships with key clients, distributors and industry partners across regions.
- Actively contribute to campaigns and sales strategies.
- Build EFG’s Fixed Income market profile and franchise by acting as a senior brand ambassador.
Skills And Experience
- Strong track record in emerging market credit research in Latin America.
- Expert level knowledge of global Fixed Income strategy, understanding market operation and ability to translate macroeconomic information into actionable portfolio strategy across complex, multi‑jurisdictional mandates.
- Deep understanding fixed income risk management and performance attribution
- Demonstrable experience in credit research (5+ years) with the ability to work independently in the generation of actionable investment ideas for a range of investment mandates.
- Excellent communication and presentation skills, capable of conveying complex investment topics to diverse stakeholders, both internally and externally, through written, oral or other media.
- Strong collaboration skills, with experience working across regions and functions to deliver integrated client solutions.
- Understanding of performance attribution and related investment systems.
- CFA Charterholder.
Our Values
- Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
- Hands‑on: Being proactive to rapidly deliver high‑quality results
- Passionate: Being committed and striving for excellence
- Solution‑driven: Focusing on client outcomes and treating clients fairly with a risk‑aware mindset
- Partnership‑oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit
Research & Fund Manager employer: EFG Private Banking
EFG International is an exceptional employer, offering a dynamic and inclusive work environment in Jersey that values diversity and fosters innovation. As the Head of Fund Services, you will benefit from a culture that prioritises employee growth and development, alongside competitive compensation and a commitment to work-life balance. Join us to lead a talented team in shaping the future of fund services while making a meaningful impact in the private banking sector.
StudySmarter Expert Advice🤫
We think this is how you could land Research & Fund Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like EFG Private Banking. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Research & Fund Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to EFG Private Banking.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on EFG Private Banking's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at EFG Private Banking
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with EFG Private Banking.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at EFG Private Banking will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former EFG Private Banking employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
