Senior Fund Analyst

Chase de Vere is a national award-winning independent financial advice firm established in 1969. We offer tailored whole-of-market solutions and provide expert financial advice to individuals and businesses.

Our purpose is to help clients be future confident which also means empowering our employees with the tools support and opportunities to thrive in their careers.

At Chase de Vere we value excellence integrity and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised and your contributions are recognised. If youre looking for a place where you can make a real impact and grow your career consider Chase de Vere. Together we help clients achieve financial security and peace of mind for the future.

Reporting to the Head of Discretionary Investment Management the Senior Fund Analyst will be a crucial member of of an Investment Team that manages over 3bn of retail money in discretionary model portfolios and advises on a further 7bn.

The range of discretionary model portfolios hold around 80 open ended retail investment funds and the Senior Fund Analysts primary responsibility will be for the ongoing due diligence of many of these funds and locating new investments for the discretionary model portfolios.

WHAT YOUR ROLE WILL INVOLVE

• Screening the global fund universe for new investments
• Arranging and hosting fund manager meetings.
• Writing up fund manager meeting notes
• Pitching new fund ideas to the broader Investment Team
• Updating internal fund due diligence reports
• Ensuring funds comply with internal rules

The Senior Fund Analyst will participate in team meetings including discussions around asset allocation funds and portfolios construction.

The Senior Fund Analyst will also be involved in other day to day tasks undertaken by the Investment Team as required including responding to adviser queries investment writing for marketing material and maintaining process documents.

WHAT YOU WILL NEED

• Ideally at least 5 years previous experience in a role analysing investment funds and/ or other investment securities.
• Previous experience in a role carrying out due diligence with Fund Managers on a face-to-face basis
• Previous experience of roles with a strong compliance and regulatory focus
• A comprehensive understanding of the financial services sector and regulatory context
• Experience using Morningstar Direct FE Analytics Refinitiv and Microsoft Excel is desirable
• CFA qualifications would be an advantage

By joining Chase de Vere youll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Alongside a competitive salary with the opportunity to earn an annual bonus we also provide the below benefits:

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays

• Contributory pension scheme

• Life assurance 4 x annual salary

• Comprehensive induction and training programme

• Funded exams and paid study leave

• A wide range of voluntary flexible benefits to suit your individual needs

• The option to buy additional holiday days

• Cycle to work Scheme

• Paid volunteering days each year

• Employee Assistance Programme with access to a 24/7 helpline

• Access to our free mortgage service through our internal mortgage team

• Our Employee Forum and Diversity & Inclusion group

• Local and companywide events in support of our company charities