Fund Research Analyst, Assistant Director

Rothschild & Co; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Fund Research Analyst to join their dynamic team. This role involves leading research activities and conducting in-depth due diligence on various investment strategies, particularly in liquid alternative funds. The successful candidate will engage with internal teams and external stakeholders, ensuring a comprehensive understanding of the funds managed by third parties. With a focus on long-term investment perspectives, this position offers a unique opportunity to contribute to the wealth management sector while working within an inclusive and supportive environment. If you are passionate about finance and have a knack for analysis, this could be the perfect fit for you.

Qualifications

• 5+ years in investment-focused roles with strong analytical skills.
• Experience in fund selection or related fields is desirable.

Responsibilities

• Conduct thorough due diligence on third-party fund strategies.
• Collaborate with investment teams and client advisers on fund performance.

Skills

Investment Analysis

Due Diligence

Communication Skills

Quantitative Finance

Attention to Detail

Education

CAIA or CFA Qualification

Bachelor's Degree in Finance or Related Field

Tools

Data Analysis Software

Programming Skills

Job description

Fund Research Analyst, Assistant Director

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

At Rothschild & Co Wealth Management we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth. We provide a comprehensive range of private wealth services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long-term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.

A vacancy has arisen for an individual to support the Head of Fund Investments in UK Wealth Management. The Head of Fund Investments, reporting directly to the Co-Heads of Investment, is accountable for the sourcing, due diligence, and monitoring of all open-ended and closed-ended funds which are managed by third parties (“Funds”) but held in discretionary R&Co WM UK model portfolios. Today, R&Co WM UK invests discretionary capital in Funds managed by around 30 different third-party managers, across over 50 different legal structures, and hundreds of share classes

Overview of role

We are currently looking to add a Fund Research Analyst as part of the Fund Investments team. A successful candidate will support all of and ultimately lead some of R&Co WM UK’s primary research activity, from idea generation through to full due diligence, as well as serve the same function for ongoing monitoring of existing third-party fund investments. The role will also require regular engagement with the Co-Heads of Investment, the Client Adviser teams, as well as many other internal and external stakeholders. The primary focus of research efforts will be on diversifying strategies. These are mainly found in liquid alternative funds such as CTA and Tail Risk strategies. The secondary focus will be on equity long-only strategies with high active share.

Responsibilities

• Deep understanding of the investment cases for the various third-party strategies which R&Co WM UK currently invests in on behalf of clients, including both long only and hedge fund styles
• Origination and deep due diligence of long only and hedge fund strategies to be added to discretionary portfolios
• Manage weekly, monthly, quarterly, and semi-annual fund research & monitoring cycle tasks / processes
• Support operational due diligence efforts, both internally conducted and outsourced
• Liaise with R&Co WM UK client advisers and investment committee regarding the investment cases for existing and prospective third-party strategies
• Minimum 5 years’ experience in an investment-focused organization is essential
• Some experience in a fund selection role is desirable . Will also consider candidates with experience in prime brokerage / capital introduction, or experience working in an investment / research / investor relations function within a hedge fund
• Working knowledge of derivatives and options strategies
• CAIA or CFA qualification is a plus
• Programming or data science experience is a plus
• High level of writing proficiency and report writing

Other requirements

• Highly organised & reliable, strong communication skills, commercial acumen, and a fine attention to detail
• Passionate about businesses, trading, quantitative finance, or ideally, all of the above
• Process-oriented
• Proactive self-starter, proficient time management and multi-tasking
• Professional demeanor, strong interpersonal skills, and a team player
• Ability to travel overseas
• Willingness to attend company events

About the company

The banking business of the firm covers the areas of investment banking, restructuring, corporate banking, private equity, asset management, and private banking.