At a Glance
- Tasks: Conduct in-depth investment research and lead due diligence for various funds.
- Company: Award-winning investment firm with a focus on innovation and collaboration.
- Benefits: Professional development, flexible hybrid work, and a vibrant inclusive culture.
- Other info: Opportunities for career growth and a supportive work environment.
- Why this job: Join a dynamic team and make a real impact in the investment industry.
- Qualifications: Experience in asset management and strong analytical skills required.
The predicted salary is between 50000 - 70000 € per year.
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.
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 by other team members.
- Actively contribute to client service and business development efforts through face-to-face meetings and supporting the creation and delivery of high-quality promotional materials and intellectual capital.
- Provide support for other investment functions, such as the Model Portfolio Investment Committee or SAA, when necessary.
What you need to have:
- Solid experience within the UK asset management / wealth industry or in manager research. A broad and deep knowledge of asset management groups is also important.
- We think scientifically and our research is evidence-based, so the candidate must be both numerate and analytically minded (although their qualitative skills will be important too).
- An eye for detail and an ability to articulate their opinions clearly (both verbally and written) is a must, as is having a curious nature and willingness to dip deep into manager research.
- Excellent written and oral communication/presentation skills.
- Well versed in standard MS Office applications, notably Excel.
- An undergraduate degree.
What makes you stand out:
- Holding the CFA charter would be an advantage but not a requirement, as would prior experience working with investment consultancy clients.
- Experience in process enhancements.
- Working knowledge of python/coding a plus but not a requirement.
Why join our team:
We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Investment Research - Expert employer: Mercer
Fundhouse is an exceptional employer that prioritises professional development and fosters a vibrant, inclusive culture in the heart of London. With a commitment to employee well-being, we offer a range of benefits and career opportunities, allowing you to thrive while working alongside talented colleagues in the dynamic investment research field. Our hybrid work model promotes flexibility, ensuring you can balance collaboration with remote work effectively.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Research - Expert
✨Network Like a Pro
Get out there and connect with industry professionals! Attend investment events, seminars, and workshops to meet potential employers and learn about new opportunities. Remember, it’s all about who you know, so don’t be shy!
✨Show Off Your Expertise
When you get the chance to chat with hiring managers or during interviews, make sure to highlight your knowledge of the UK wealth industry and asset management firms. Share insights from your research and demonstrate how you can add value to their team.
✨Prepare for Interviews
Do your homework before any interview! Understand the company’s investment strategies and recent developments in the market. Prepare thoughtful questions that show your interest and expertise in manager research and client servicing.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Investment Research - Expert
Some tips for your application 🫡
Show Your Expertise:Make sure to highlight your experience in the UK asset management and wealth industry. We want to see that you know your stuff, especially when it comes to manager research and the dynamics of the market.
Be Clear and Concise:When writing your application, clarity is key! Articulate your thoughts clearly and keep your language straightforward. We appreciate a well-structured application that gets straight to the point.
Tailor Your Application:Don’t just send a generic application! Tailor your CV and cover letter to reflect how your skills and experiences align with the role. We love seeing candidates who take the time to connect their background to what we’re looking for.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us without any hiccups. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Mercer
✨Know Your Stuff
Make sure you brush up on your knowledge of the UK wealth industry and major asset management firms. Be prepared to discuss specific managers and funds you've researched, as this will show your depth of understanding and passion for the role.
✨Showcase Your Analytical Skills
Since the role requires a strong analytical mindset, be ready to demonstrate your numeracy and qualitative skills. Bring examples of past research or analysis you've conducted, and be prepared to explain your thought process clearly.
✨Communicate Effectively
Practice articulating your opinions both verbally and in writing. You might be asked to present your findings or insights during the interview, so ensure you can convey complex information in a clear and engaging manner.
✨Engage with the Team
Fundhouse values collaboration, so show your willingness to support colleagues and contribute to team efforts. Discuss any previous experiences where you’ve worked closely with others, especially in research or client-facing roles.
