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Director, Wealth & Asset Management
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|Location||City of London|
|Sectors||Wealth & Asset Management
Sales & Marketing
An exciting new opportunity has opened for a candidate that is skilled with market research analysis.
You will be working for an internationally renowned investments firm that has offices across the globe and a whole host of benefits for its employees.
The idea candidate will be one that has knowledge of competitor and fund analysis experience. Your main role will be to inform decision-making within an investments distribution business unit.
Main responsibilities include:
Providing insights on opportunities to gather and retain assets within our target markets through performing research.
Independently prepare analysis and recommendations conducted through a quantitative and qualitative perspective and shares compelling rationale behind recommendations.
Completing research projects, by understanding and verifying the objective and scope, defining methodologies and data sources, conducting analysis and recommendations, and communicating insights.
Engage with key stakeholders to ensure the research meets its objectives.
Use new and existing means to gather intelligence and conduct analysis.
Utilize databases such as eVestment, Morningstar Direct, Lipper FERI, Mercer, etc.
Engage with external market data firms to understand best practices.
Key skills include:
Degree educated or equivalent, preferably in Economics, Finance or Marketing.
Proven investment management firm, or within a market research firm covering investment management
Software and Database skills - MS Office (particularly Excel), CRM, and Investments Databases, such as Morningstar Direct, Financial Clarity, eVestment , etc.
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