Senior Fund Analyst Director

London, United Kingdom

Senior Fund Analyst Director

London, United Kingdom

The Business

Join us in London as a Senior Fund Analyst Director

  • This is a key role in which you'll be responsible for actively managing strategies across several asset classes 
  • You'll anchor and promote our Fund Research team as a sole centre of competence for primary fund research within Coutts and the wider division 
  • You'll generate new investment ideas regarding strategies, themes and asset allocation calls, and you'll spearhead further refinement of the team’s philosophy and processes

What you'll do

Your role will involve fund research, selection and monitoring, and we'll look to you to manage both active long-only strategies and regulated non-traditional strategies. You'll conduct and document initial strategy due diligence and selection, as well as the ongoing monitoring and annual review processes, both qualitatively and quantitatively.

You'll take the lead and actively own ongoing refinement of the Fund Research team’s philosophy and processes, driving awareness of events in capital markets, and keeping up to date with economic research insight and house views. 

As well as this, you'll:

  • Contribute to discussion of sectors covered by other team members, and promote and champion an open and honest process of challenging and being challenged 
  • Present and defend proposed additions and removals from Approved Universe, as well as any rating changes 
  • Manage relationships with fund managers and fund houses
  • Support the Multi Asset Investment and Client Investment Management teams with the implementation of preferred fund range, and ensure that investment exposures are fully understood and accurately positioned with clients

The skills you'll need

We're looking for someone with solid experience of investments and fund research, and you'll be familiar with software packages such as Style Research, Morningstar Direct, Excel, and Lipper.

You'll have excellent communication and leadership skills coupled with the ability to translate insights into strategy rotation and portfolio construction, and you'll be proficient with research and interviewing techniques.

You'll also need:

  • Extensive experience of fund research, and the ability to generate and defend excess returns over full capital market cycles
  • A CFA or Masters in Financial Mathematics or equivalent (and you'll preferably be familiar with the mathematics and statistics of investing)
  • Knowledge of the UK retail investment products market
  • Fantastic analytical skills with meticulous attention to detail

How we'll reward you

In return, we offer a competitive salary plus 30% cash and benefit funding programme that can be tailored to suit your individual needs. In addition, we provide a wide selection of exclusive lifestyle offers, development and learning programmes, services and support designed to help you manage and balance your work/life priorities.

Visit our reward and benefits page for more information on the benefit packages we offer.

Inclusion

At Coutts, we want everyone to feel welcome, regardless of your background or needs. If you need adjustments making to your working environment, we’ll do everything we can to support you. As part of this commitment, we offer flexible working options for some of our roles - find out more.

As a Financial Services organisation we comply with and support the requirements set by our Regulator, the Financial Conduct Authority (FCA), which are designed to protect our customers. This role falls under Conduct Rules of the Individual Accountability Regime (IAR) and is subject to pre-employment screening. This means if your application is successful, you’ll need to satisfy some important background checks before you can start working with us. These will include a full credit check, a criminal record check, residency and right to work checks.

Apply for one of our graduate programmes or internships and find out how you can be part of our story.

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