Fund Selection Specialist

15 hours ago


London, Greater London, United Kingdom Tatton Investment Management Limited Full time
Join Our Team as a Fund Selection Specialist

We are seeking a highly skilled Fund Selection Specialist to join our team at Tatton Investment Management Limited. The successful candidate will be responsible for conducting research on fund managers, making recommendations to support proposals, and working closely with our team to identify suitable candidates for our model portfolios and funds.


About the Role:

This is a fantastic opportunity to join our team and take your career to the next level. As a Fund Selection Specialist, you will have the opportunity to work closely with our team to identify suitable candidates for our model portfolios and funds.


Key Responsibilities:
  • Conduct in-depth research on fund managers to identify suitable candidates for our model portfolios and funds.
  • Lead searches for new fund managers and chair meetings with potential managers, as well as reviews with current holdings.
  • Prepare comprehensive notes and recommendations based on meetings and present findings internally to support proposals.
  • Assist with client queries and meetings where required.

Requirements:
  • Proven experience in fund manager selection.
  • Experience with portfolio construction in either a FoF or model portfolio context.
  • Familiarity with regulatory limits of UCITS and NURS fund structures.
  • Understanding of portfolio risk and exposures.

Salary:

£60,000 - £80,000 per annum, depending on experience.


Location:

United Kingdom.


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