We are looking for a new individual to join the Investment Team based in our Henley Office.
Main purpose of the role
- To provide analyst support in the Investment Team
- To maintain and update key Investment Team models
Duties and responsibilities
- Analysis of investment opportunities
- Manage and update existing quantitative models and databases including stock selection models, risk management models and fund position databases
- Internal and external fund reporting across a range of investment team responsibilities including risk management, price checking, stress testing
- Assist with updating of Procedures Manual and ensure that it remains up to date
- Assist with meeting preparation and minutes
- Compile and provide regular management information
- Keep third party data sites updated with performance information
- Proxy voting record keeping
- Compile factsheets monthly
- Monthly performance updates
- Money laundering form requests
- Fund invoices
