Fund Research Analyst

EQ Investors Limited; City of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A prestigious wealth management firm in London is looking for an experienced Investment Research professional to join their team. The ideal candidate will have over 5 years in investment research, focusing on sustainable investments. You will evaluate funds, prepare detailed reports, and collaborate with various stakeholders, ensuring alignment with sustainability frameworks. This full-time role offers a competitive salary and is based in the City of London.

Qualifications

• 5+ years of experience in investment research fund analysis.
• Strong understanding of responsible investment frameworks.
• Passion for sustainability and evolution of responsible investment.

Responsibilities

• Conduct due diligence on investment products.
• Evaluate fund managers' strategies.
• Prepare investment recommendations and presentations.

Skills

Investment research

Analytical skills

Sustainable investment

Proficiency in Excel

Communication skills

Education

Professional qualifications (CFA, CFA ESG)

Tools

Bloomberg

Morningstar Direct

Job description

Investment Research role within boutique Wealth Management firm

Company overview

EQ is an award-winning wealth manager with over 70 staff and 2,000 clients, including private individuals, corporates and charitable endowments all around the UK. We are based in London near the Monument.

EQ is also a Certified B Corporation (having been one of the founding firms in the UK), an internationally recognised standard for companies that believe in business as a force for good. Making a positive contribution to the wider community is a core part of our business philosophy.

Role

You will work alongside members of the investment team, including Portfolio Managers, to conduct third party fund research across several asset classes and sectors. You will be a key member of the team and will be expected to act quickly with a high degree of autonomy, conducting independent research to determine potential new trade and fund ideas to be included within EQ’s Future Leaders, Sustainable World, Positive Impact and Bespoke mandates.

• Highly motivated and analytical team player with 5 years+ experience identifying, researching, evaluating, and monitoring funds
• Passionate about sustainable investment and financial markets in general as well as excellent fund research skills
• Proactive approach towards driving the research agenda whilst having full ownership for all sectors under coverage
• Continuous improvement mindset to assist with ongoing evolution of the investment process
• Interests beyond fund research to include sustainable investment, asset allocation, portfolio construction, and performance & risk
• Experience covering Investment Trusts, VCTs, Business Relief strategies and Structured products would be beneficial

Key Responsibilities

• Conduct due diligence on investment products across asset classes and with varying levels of sustainability integration (e.g. ESG, sustainable, and impact).
• Evaluate fund managers strategies in alignment with EQ sustainability frameworks
• Support the construction and management of investment portfolios across a variety of structures including MPS, Bespoke and fund of funds
• Prepare detailed written reports, investment recommendations, and presentations for investment committees and advisors
• Monitor the performance and sustainability credentials of approved funds, ensuring ongoing suitability and alignment with regulatory requirements
• Collaborate with stakeholders such as other members of the research team, portfolio managers, clients, and compliance and risk to ensure outcomes are as desired
• Stay abreast of market trends, evolving regulation, and ESG data innovations in sustainable finance

Experience and Qualifications

• 5 years plus experience in investment research fund analysis, ideally within a wealth management or asset management environment
• Strong understanding of responsible investment frameworks (e.g., UN PRI, SFDR, TCFD, SDR)
• Familiarity with fund structures, performance and risk attribution, and portfolio construction principles
• Professional qualifications such as CFA, CFA ESG, IMC, or CISI Sustainable Investing Qualification) desirable
• Excellent analytical skills, including proficiency with Excel, Bloomberg, Morningstar Direct
• Strong written and verbal communication skills
• High attention to detail and intellectual curiosity
• Team-oriented mindset and collaborative working style
• Passion for sustainability and the evolution of responsible investment.
• Experience working with ESG data providers (e.g., MSCI, Sustainalytics, Clarity AI, Morningstar ESG)

Salary & Benefits

The position is a full-time role based at our office near Monument in London with a competitive salary