Fund Research & Manager Selection Analyst

Schroders; Greater London; On-site; GBP 65,000 - 90,000; Full time

Job summary

Schroders is a global investment manager seeking a Manager Research Analyst to conduct original qualitative and quantitative research into third party fund managers, across equity strategies, for the Manager Research Team.

You will present research to the Manager Selection Investment Committee, monitor holdings, conduct IDD, and collaborate across Schroders; strong knowledge of ESG, Morningstar, Refinitiv, and eVestment preferred.

Qualifications

• Experience evaluating and monitoring third party managers via both desk-based research and face-to-face interviews.
• Ability to express overall opinions about funds and managers supported by analysis of their specific strengths and weaknesses.
• Existing knowledge of the fund/ manager universe.
• Knowledge of ESG practices.
• Curiosity about the investment world and a desire to grow.
• Excellent written and presentation skills, including use of Word, Excel & PowerPoint.

Responsibilities

• Be the named analyst accountable for funds under your coverage.
• Monitor existing holdings, with appropriate written research.
• Conduct research on additional or replacement investments starting with an initial brief from the portfolio managers.
• Update the team and portfolio managers on developments in the funds / managers/ strategies under your coverage.
• Arrange and typically lead face-to-face meetings with fund managers, with relevant preparation.
• Produce ongoing contact notes and opinions to relevant stakeholders via our central research database.
• Analyse the ESG integration and stewardship activities of fund houses and their strategies.
• Provide peer review as a member of the Manager Selection Investment Committee.
• Assist in the general running of our investment committee.
• Maintain data quality on funds under coverage, liaising with our external data team as needed.
• Represent manager research to clients and prospects as required.
• Collaborate across the Schroder group.

Skills

Equity research

Fund monitoring

Qualitative research

Quantitative research

Investment due diligence

ESG knowledge

Communication skills

Presentation skills

Independent working

Team collaboration

Education

CFA designation

Tools

Morningstar

Refinitiv

eVestment

Job description

Schroders is a global investment manager seeking a Manager Research Analyst to conduct original qualitative and quantitative research into third party fund managers, across equity strategies, for the Manager Research Team.

You will present research to the Manager Selection Investment Committee, monitor holdings, conduct IDD, and collaborate across Schroders; strong knowledge of ESG, Morningstar, Refinitiv, and eVestment preferred.