Fund Analyst

Fast-Growing Wealth Management Firm seeking Fund Analyst

On behalf of our client, a rapidly expanding boutique Wealth Management firm, we are seeking a skilled Fund Analyst to join their dynamic investment team. This is an exciting opportunity to contribute to a client-centric firm where your expertise will drive investment decisions and fuel growth.

About the Role:

- Conduct thorough research and analysis of funds, markets, and investment opportunities.

- Monitor fund performance, market trends, and economic developments to deliver actionable insights.

- Collaborate with the investment team to support the development of investment strategies.

- Provide detailed reports and recommendations to enhance client investment outcomes.

- Contribute to the firm’s success by identifying innovative investment opportunities.

What We’re Looking For:

- Proven experience in fund analysis, investment research, or a related role.

- Strong analytical skills with a deep understanding of financial markets and investment products.

- Proficiency in data analysis tools (e.g., Bloomberg, Morningstar, or similar).

- Excellent communication skills to present complex ideas clearly to colleagues and clients.

- A proactive, team-oriented mindset with a passion for wealth management.

- Relevant qualifications (e.g., IMC, or working towards it, is a plus).

Why Join?

- Be part of a fast-growing boutique firm renowned for excellence.

- Thrive in a collaborative, entrepreneurial environment where your insights matter.

- Competitive salary, benefits, and opportunities for career growth.

- Play a key role in delivering tailored investment solutions for clients.

Please apply in the first instant on Linkedin, all applications will be reviewed so there is no need to send an additional direct message.