Investment Research - Expert | London, UK
Investment Research - Expert | London, UK

Investment Research - Expert | London, UK

London Full-Time 50000 - 70000 £ / year (est.) Home office (partial)
Marsh McLennan

At a Glance

  • Tasks: Conduct in-depth investment research and evaluate new opportunities across various asset classes.
  • Company: Join Fundhouse, an award-winning investment company with a global reach.
  • Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
  • Other info: Collaborative culture with a focus on innovation and continuous learning.
  • Why this job: Be part of a dynamic team making impactful investment decisions in a fast-paced environment.
  • Qualifications: Experience in manager research and a strong analytical mindset.

The predicted salary is between 50000 - 70000 £ per year.

Company: Mercer

Description: Investment Research Expert - London

Fundhouse is looking for a talented individual to join our investment team. In this position, you will focus primarily on manager research (covering equities, fixed income and multi-asset), but also assist with other investment functions, client servicing and business development. Fundhouse is an award-winning investment company providing investment insights and services to institutional investors globally, and UK-based wealth managers and independent financial advisers (IFAs).

We will count on you to:

  • Be recognised as an expert in the UK wealth industry dynamics, including a solid understanding of major asset management firms and a good knowledge of managers across mainstream asset classes.
  • Lead the end-to-end due diligence process for a list of funds across mainstream asset classes (equity, fixed income, and multi-asset), including the creation and maintenance of research reports.
  • Proactively source and evaluate new investment opportunities, primarily within the UK- and Europe-domiciled fund universe, by cultivating trusted industry relationships, engaging with prospective managers, attending relevant events, and conducting both qualitative and quantitative analysis.
  • Provide support for colleagues also researching managers and contribute to peer reviews of research presented.

The candidate will be driven, curious, and analytical, and prefer being part of a compact team that thinks differently to others. The team takes a generalist approach to research responsibilities, so the candidate will be responsible for covering funds investing in all liquid asset classes. We are open to speaking to people with varied experience, although ideally candidates will have undertaken manager research over a full market cycle. This role will be based in London and is a hybrid role that has a requirement of working at least three days a week in the office.

Investment Research - Expert | London, UK employer: Marsh McLennan

Fundhouse is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong focus on employee development, we provide ample opportunities for growth within our award-winning investment team, fostering a culture that values curiosity and analytical thinking. Our hybrid working model ensures flexibility while maintaining a close-knit team atmosphere, making Fundhouse an ideal place for professionals seeking meaningful and rewarding careers in investment research.
Marsh McLennan

Contact Detail:

Marsh McLennan Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Research - Expert | London, UK

✨Tip Number 1

Network like a pro! Get out there and connect with industry professionals, attend investment events, and join relevant online forums. The more people you know in the investment world, the better your chances of landing that dream job.

✨Tip Number 2

Show off your expertise! Prepare to discuss your insights on market trends and fund performance during interviews. We want to see your analytical skills in action, so be ready to share your thoughts on recent developments in the UK wealth industry.

✨Tip Number 3

Tailor your approach! When applying for roles, make sure to highlight your experience with manager research and your understanding of various asset classes. We love candidates who can demonstrate their knowledge and passion for investment research.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for driven and curious individuals who think differently—just like you!

We think you need these skills to ace Investment Research - Expert | London, UK

Manager Research
Equities Knowledge
Fixed Income Knowledge
Multi-Asset Knowledge
Due Diligence
Research Report Creation
Investment Opportunity Evaluation
Qualitative Analysis
Quantitative Analysis
Industry Relationship Management
Client Servicing
Business Development
Understanding of Asset Management Firms
Team Collaboration
Curiosity

Some tips for your application 🫡

Show Your Passion for Investment Research: When writing your application, let your enthusiasm for investment research shine through. We want to see that you're not just ticking boxes but genuinely excited about the role and the industry. Share any relevant experiences or projects that highlight your curiosity and analytical skills.

Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for this specific role. We’re looking for someone who understands the UK wealth industry dynamics, so mention any relevant experience you have with asset management firms or manager research. This shows us you’ve done your homework!

Highlight Your Team Spirit: Since we value collaboration, it’s important to convey your ability to work well in a team. Share examples of how you've contributed to team projects or supported colleagues in previous roles. We want to know you can thrive in our compact team environment!

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at Fundhouse.

How to prepare for a job interview at Marsh McLennan

✨Know Your Stuff

Make sure you brush up on your knowledge of the UK wealth industry and major asset management firms. Familiarise yourself with current trends in equities, fixed income, and multi-asset funds. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.

✨Showcase Your Analytical Skills

Prepare to discuss your analytical approach to manager research. Think of specific examples where you've successfully evaluated investment opportunities or conducted due diligence. Being able to articulate your thought process will impress the interviewers and demonstrate your expertise.

✨Build Connections

Since the role involves cultivating trusted industry relationships, be ready to talk about how you've built your network in the past. Mention any relevant events you've attended or connections you've made that could benefit the team. This shows you're proactive and understand the importance of networking in investment research.

✨Ask Insightful Questions

Prepare a few thoughtful questions to ask during the interview. Inquire about the team's approach to research or how they evaluate new investment opportunities. This not only shows your enthusiasm for the role but also gives you a chance to assess if the company culture aligns with your values.

Investment Research - Expert | London, UK
Marsh McLennan
Location: London

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>