Research Analyst
2 months ago
We are looking for an analyst to join our fund management team. Previous experience working in the financial services industry, and investment in particular, would be preferred but not essential. Appropriate academic background covering financial and/or economic theory would also be preferred, however personal motivation would be assessed to a greater extent.
This is a fast-paced role which requires attention to detail, ability to track multiple projects at once, plan workload and absorb information quickly. The successful candidate will focus on researching collective investment schemes and prior knowledge of the UK collective investment schemes market would be an advantage as well as prior experience working with the Morningstar Direct and Bloomberg terminals.
The role implies the following responsibilities: performing operational daily tasks associated with the management of the investment funds operated by Margetts. The successful candidate will be expected to write research on collective investment schemes, monitor the investment universe applicable to Margetts funds, support fund managers with analysis of macroeconomic trends, manage model portfolios, manage client relationships and present at the investment committee meetings.
Required Skills:
- Good working knowledge of Microsoft Excel
- Good communication skills
- Efficient time management
- Ability and willingness to work as a part of the team
- Attention to detail
- Self-motivation
Preferred Skills:
- Knowledge of the Morningstar Direct terminal
- Knowledge of the Bloomberg terminal
- Knowledge of programming languages
- Good understanding of economic theory
- Understanding of investment products
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