Fund Research Analyst Assistant Director
Fund Research Analyst Assistant Director
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Job Description
About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the worlds financial markets.
Our expertise intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients communities and planet.
We have 4200 talented specialists on the ground in over 40 countries around the world enabling us to deliver a unique global perspective across four marketleading business divisions Global Advisory Wealth Management Asset Management and Five Arrows.
As a familycontrolled business built on relationships we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Rothschild & Co. WM UK
At Rothschild & Co Wealth Management we offer an objective longterm perspective on investing structuring and safeguarding assets to preserve and grow our clients wealth. We provide a comprehensive range of private wealth services to some of the worlds wealthiest and most successful families entrepreneurs foundations and charities. In an environment where shortterm thinking often dominates our longterm perspective sets us apart. We believe preservationfirst is the right approach to managing wealth.
WMUK Fund Investment Team
A vacancy has arisen for an individual to support the Head of Fund Investments in UK Wealth Management. The Head of Fund Investments reporting directly to the CoHeads of Investment is accountable for the sourcing due diligence and monitoring of all openended and closedended funds which are managed by third parties (Funds) but held in discretionary R&Co WM UK model portfolios. Today R&Co WM UK invests discretionary capital in Funds managed by around 30 different thirdparty managers across over 50 different legal structures and hundreds of share classes
Overview of role
We are currently looking to add a Fund Research Analyst as part of the Fund Investments team. A successful candidate will support all of and ultimately lead some of R&Co WM UKs primary research activity from idea generation through to full due diligence as well as serve the same function for ongoing monitoring of existing thirdparty fund investments. The role will also require regular engagement with the CoHeads of Investment the Client Adviser teams as well as many other internal and external stakeholders. The primary focus of research efforts will be on diversifying strategies. These are mainly found in liquid alternative funds such as CTA and Tail Risk strategies. The secondary focus will be on equity longonly strategies with high active share.
Responsibilities
- Deep understanding of the investment cases for the various thirdparty strategies which R&Co WM UK currently invests in on behalf of clients including both long only and hedge fund styles
- Origination and deep due diligence of long only and hedge fund strategies to be added to discretionary portfolios
- Manage weekly monthly quarterly and semiannual fund research & monitoring cycle tasks / processes
- Support operational due diligence efforts both internally conducted and outsourced
- Liaise with R&Co WM UK client advisers and investment committee regarding the investment cases for existing and prospective thirdparty strategies
Desirable experience
- Minimum 5 years experience in an investmentfocused organization is essential
- Some experience in a fund selection role is desirable . Will also consider candidates with experience in prime brokerage / capital introduction or experience working in an investment / research / investor relations function within a hedge fund
- Working knowledge of derivatives and options strategies
- CAIA or CFA qualification is a plus
- Programming or data science experience is a plus
- High level of writing proficiency and report writing
Other requirements
- Highly organised & reliable strong communication skills commercial acumen and a fine attention to detail
- Passionate about businesses trading quantitative finance or ideally all of the above
- Processoriented
- Proactive selfstarter proficient time management and multitasking
- Professional demeanor strong interpersonal skills and a team player
- Ability to travel overseas
- Willingness to attend company events
Required Experience:
Director
Employment Type
Full-Time
