Fund Research Analyst

Quilter; London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Quilter Cheviot, a leading wealth management firm, seeks an experienced Fund Research Analyst to join their award-winning team. The role involves in-depth analysis of various investment funds, supporting investment managers with data-driven insights. Ideal candidates will have a strong background in fund selection, effective communication skills, and an understanding of ESG considerations within the investment process. The position offers hybrid working in London with competitive benefits.

Benefits

182 hours of holiday (26 days)

Quilter Incentive Scheme

Pension Scheme

Private Medical Insurance

Life Assurance

Income Protection

Qualifications

• Experience in fund research with strong analytical skills.
• Understanding of financial markets and investment processes is crucial.
• Ability to communicate findings effectively to stakeholders.

Responsibilities

• Conduct detailed fund analysis and due diligence to select investment options.
• Communicate research insights and fund ratings to investment managers.
• Assess ESG factors in investment decision-making.

Skills

Fund selection

ESG analysis

Communication

Analytical skills

Education

CFA qualification

Tools

Style Analytics

Morningstar

Factset

Job description

About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us. About the Role

Level: 5

Department: Research

Location: London - hybrid working

Contract: Permanent

The role is for an experienced Fund Research analyst to join an award-winning team. The Fund Research team provide investment recommendations to support the investment managers within Quilter Cheviot. As a large UK wealth manager with a significant proportion of client assets invested in funds, this is a high profile position.

The team has coverage of investments across traditional equity and fixed income asset classes as well as alternative investments such as hedge funds, absolute return, private equity and property. This includes open-ended UCITS funds, investments trusts, and passives.

This role will take lead responsibility of a number of areas of coverage, with the scope to cover other areas in time. You will be conducting high quality in-depth analysis and due diligence to find best-of-breed investment options for our clients. This also includes assessing how ESG factors are being considered within investment decision making. You will also have input into firmwide model allocations.

The role includes responsibility for fund ratings within your sector responsibilities, what is added or removed from coverage and regular communication on those funds across Quilter Cheviot stakeholders. This includes in-depth written research notes, verbal communication to the firm’s investment manager at morning meetings, as well as regular extended presentations to smaller groups of investment managers both in London and our regional offices.

Consumer Duty

This role will directly impact our investment performance through the selection of investment funds and thus contributes to our roles and responsibilities towards good customer outcomes under consumer duty.

Senior Managers & Certification Regime (SMCR) Roles

This is a Function requiring qualifications.

About You

You are a motivated analyst with experience in fund manager research and with good communication skills. It is not a prerequisite to have knowledge of specific fund sectors, but a strong background in fund selection is important. Some knowledge of alternative investments may be helpful. The successful candidate will likely be proactive, flexible and collegiate. You will need to have strong decision-making skills in regard to key fund picks and willingness to support your recommendations, whether positive or negative.

You will have a strong interest in financial markets. An understanding of how ESG factors are typically incorporated within an investment process would be helpful.

Most members of the team are CFA qualified, although this is not a prerequisite. Having good knowledge of systems and data for fund analysis such as Style Analytics, Morningstar and Factset is also an advantage. The ability to communicate both in written form and through presentations to groups of investment managers is an important part of the role.

You will have the ability to operate with limited oversight whilst ensuring quality output and clear and timely communication of recommendations.

#LI-VS1 #QC #QuilterCheviot #Hybrid

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.