At a Glance
- Tasks: Conduct independent fund research and collaborate with investment team members.
- Company: Award-winning wealth management firm committed to positive community impact.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Other info: Be part of a certified B Corporation with a commitment to ethical business practices.
- Why this job: Join a passionate team focused on sustainable investments and make a real difference.
- Qualifications: 5+ years of fund research experience and a strong analytical mindset.
The predicted salary is between 36000 - 60000 € per year.
Investment Research role within boutique Wealth Management firm.
Company overview: EQ is an award-winning wealth manager with over 70 staff and 2,000 clients, including private individuals, corporates and charitable endowments all around the UK. We are based in London near the Monument. EQ is also a Certified B Corporation, an internationally recognised standard for companies that believe in business as a force for good. Making a positive contribution to the wider community is a core part of our business philosophy.
Role: You will work alongside members of the investment team, including Portfolio Managers, to conduct third party fund research across several asset classes and sectors. You will be a key member of the team and will be expected to act quickly with a high degree of autonomy, conducting independent research to determine potential new trade and fund ideas to be included within EQ’s Future Leaders, Sustainable World, Positive Impact and Bespoke mandates.
- Highly motivated and analytical team player with 5 years+ experience identifying, researching, evaluating, and monitoring funds.
- Passionate about sustainable investment and financial markets in general as well as excellent fund research skills.
- Proactive approach towards driving the research agenda whilst having full ownership for all sectors under coverage.
- Continuous improvement mindset to assist with ongoing evolution of the investment process.
- Interests beyond fund research to include sustainable investment, asset allocation, portfolio construction, and performance.
Fund Research Analyst employer: EQ Investors Limited
EQ is an exceptional employer that fosters a collaborative and innovative work culture, where employees are empowered to take ownership of their research and contribute to meaningful investment strategies. Located in the heart of London, near the Monument, we offer our team members the opportunity to engage in impactful work within a Certified B Corporation, promoting sustainable investment practices while enjoying professional growth and development in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Fund Research Analyst
✨Tip Number 1
Network like a pro! Reach out to current employees at EQ or similar firms on LinkedIn. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Show off your passion for sustainable investment! When you get the chance to speak with interviewers, share your thoughts on recent trends or innovations in the field. It’ll show you’re not just another candidate but someone who genuinely cares.
✨Tip Number 3
Prepare for those tricky questions! Brush up on your fund research skills and be ready to discuss your previous experiences. Think of specific examples where you’ve made an impact in your past roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the EQ team.
We think you need these skills to ace Fund Research Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Fund Research Analyst role. Highlight your analytical skills and any relevant experience in sustainable investment to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for financial markets and sustainable investment, and explain why you want to join EQ. Be genuine and let your personality come through.
Showcase Your Research Skills:Since this role involves a lot of independent research, include examples of how you've successfully conducted fund research in the past. We love seeing your thought process and how you arrived at your conclusions!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at EQ Investors Limited
✨Know Your Funds
Make sure you brush up on your knowledge of various funds and asset classes. Be prepared to discuss specific funds you've researched, their performance, and how they align with sustainable investment principles. This shows your passion and expertise in the field.
✨Showcase Your Analytical Skills
During the interview, be ready to demonstrate your analytical thinking. You might be asked to evaluate a fund or present your thoughts on market trends. Practise articulating your thought process clearly and confidently, as this will highlight your suitability for the role.
✨Emphasise Team Collaboration
Since you'll be working closely with Portfolio Managers and other team members, it's crucial to convey your ability to collaborate effectively. Share examples from your past experiences where teamwork led to successful outcomes, especially in research-driven projects.
✨Align with Their Values
EQ is a Certified B Corporation, so it’s important to express your commitment to sustainable investment and making a positive impact. Research their initiatives and be ready to discuss how your values align with theirs, showcasing your genuine interest in contributing to their mission.
