Senior Investment Analyst

Swiss Life; City of Edinburgh; On-site; GBP 50,000 - 75,000; Full time

Job summary

Uma empresa de consultoria financeira líder no Reino Unido procura um(a) Analista de Investimentos Sênior para integrar sua equipe. Nessa função, você será responsável pela análise e seleção de investimentos, além de conduzir reuniões com gestores de fundos. É necessário ter experiência anterior em due diligence e um sólido entendimento do setor financeiro. A empresa oferece um salário competitivo, benefícios atraentes, e um ambiente de trabalho motivador que prioriza o desenvolvimento profissional.

Benefits

25 dias de férias anuais

Pensão contributiva

Seguro de vida – 4x salário anual

Programa de formação abrangente

Licenças para exames financiadas

Dias de voluntariado pagos

Qualifications

• Mínimo de 5 anos de experiência na análise de fundos de investimento.
• Experiência na realização de devido diligência com gestores de fundos.
• Compreensão abrangente do setor de serviços financeiros.

Responsibilities

• Screening global de fundos para novas oportunidades de investimento.
• Organização e condução de reuniões com gestores de fundos.
• Atualização de relatórios internos de devido diligência sobre fundos.

Skills

Análise de fundos

Devido Diligência

Compliance e Regulação

Comunicação

Education

Qualificações CFA (desejáveis)

Tools

Morningstar Direct

FE Analytics

Refinitiv

Microsoft Excel

Job description

Senior Investment Analyst page is loaded

Senior Investment Analyst

Apply locations United Kingdom - Edinburgh time type Full time posted on Posted 23 Days Ago job requisition id R10511

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.

Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.

At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

Reporting to the Head of Discretionary Investment Management, the Senior Fund Analyst will be a crucial member of of an Investment Team that manages over £3bn of retail money in discretionary model portfolios and advises on a further £7bn.

The range of discretionary model portfolios hold around 80 open ended retail investment funds and, the Senior Fund Analyst’s primary responsibility will be for the ongoing due diligence of many of these funds and locating new investments for the discretionary model portfolios.

WHAT YOUR ROLE WILL INVOLVE

• Screening the global fund universe for new investments
• Arranging and hosting fund manager meetings.
• Writing up fund manager meeting notes
• Pitching new fund ideas to the broader Investment Team
• Updating internal fund due diligence reports
• Ensuring funds comply with internal rules

The Senior Fund Analyst will participate in team meetings including discussions around asset allocation, funds, and portfolios construction.

The Senior Fund Analyst will also be involved in other day to day tasks undertaken by the Investment Team as required, including responding to adviser queries, investment writing for marketing material, and maintaining process documents.

WHAT YOU WILL NEED

• Ideally at least 5 years previous experience in a role analysing investment funds and/ or other investment securities.
• Previous experience in a role carrying out due diligence with Fund Managers on a face-to-face basis
• Previous experience of roles with a strong compliance and regulatory focus
• A comprehensive understanding of the financial services sector and regulatory context
• Experience using Morningstar Direct, FE Analytics, Refinitiv and Microsoft Excel is desirable
• CFA qualifications would be an advantage

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays

• Contributory pension scheme

• Life assurance – 4 x annual salary

• Comprehensive induction and training programme

• Funded exams and paid study leave

• A wide range of voluntary flexible benefits to suit your individual needs

• The option to buy additional holiday days

• Cycle to work Scheme

• Paid volunteering days each year

• Employee Assistance Programme with access to a 24/7 helpline

• Access to our free mortgage service, through our internal mortgage team

• Our Employee Forum and Diversity & Inclusion group

• Local and companywide events in support of our company charities

About us

Are you looking for a career in a dynamic and international environment?
Within the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career.
We have offices in ten countries under four brands. Check out below to discover more about them!

With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.

elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland.

With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.

Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria , Czech Republic and Slovakia , Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life.