Investment Research Analyst

2 months ago

London, United Kingdom DG Partnership Ltd Full time

**Investment Research Analyst - Competitive Salary - London**

**The Role
Are you a sharp-minded, go-getter looking to advance your career in an independent investment research business? If so, we have the perfect role for you

We are looking for someone passionate and dynamic to join our team as an Investment Research Analyst. This role is part of the Research & Consulting team and will involve working closely with other members of the team.

Should you not hold the Investment Management Certificate (IMC) at the time a job offer is made, you will be expected to gain this qualification, in order to successfully complete your probationary period.

**Key Responsibilities:
The key responsibilities of an Investment Research Analyst include, but are not limited to:

- Maintaining the universe of rated funds - undertaking periodic reviews of rated funds by meeting with the managers of such funds and updating our research as necessary.
- Identifying and researching potential new ideas for fund ratings and presenting suitable ideas to the team.
- Writing client reports on funds where required.
- In time, delivering consulting services to clients and taking a lead with key clients.
- Representing the firm by attending conferences and other industry events
- Producing articles to be published in trade magazines, speaking to journalists and presenting the company’s investment views.
- Supporting the sales team in their efforts, either by providing relevant information and documentation or by attending client/pitch meetings if required.

**The Company
Square Mile is an independent investment research business that works in partnership with regulated professional financial services firms. We help advisers to develop informed investment recommendations so that, with their support, their clients can makethe decisions that are right for them. Focusing first and foremost on in depth, qualitative fund research, we provide tailored support and investment services for financial advisers and institutions.

**The Person
The key skills and qualities of an Investment Research Analyst are:

- At least 5 years of industry experience.
- The appetite to pursue other qualifications, such as the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation or the CISI Diploma, would also be desirable.
- We're a reasonably small team of people, so you'll also need to be able to build close relationships quickly with your colleagues.

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