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At Square Mile, we aim to build a business that our people believe in by investing in experienced, qualified and professional individuals who are passionate about what they do. Together, we are committed to helping investors build a better a better financial future.

Job Opportunity: Investment Research Analyst

30 Sep, 2021 | Return|

We are recruiting for an Investment Research Analyst to join a dynamic business based in the City of London - and we're looking for an equally dynamic person to join our journey.

The role

This role is part of the Research & Consulting team and will involve working closely with other members of the team. Duties include, but are not limited to:

  • Maintaining the universe of rated funds – undertaking periodic reviews of rated funds by meeting with the managers of such funds and updating our research as necessary.

  • Identifying and researching potential new ideas for fund ratings and presenting suitable ideas to the team.

  • Writing client reports on funds where required.

  • In time, delivering consulting services to clients and taking a lead with key clients.

  • Representing the firm by attending conferences and other industry events.

In addition, the role may involve other duties to promote the work of the research team and to assist other teams at Square Mile. Such duties may include:

  • Producing articles to be published in trade magazines, speaking to journalists and presenting the company’s investment views.

  • Supporting the sales team in their efforts, either by providing relevant information and documentation or by attending client/pitch meetings if required.

Do you have what it takes?

This is an intermediate to senior level position. The candidate will be expected, in general, to have a minimum of 5 years industry experience and to hold the Investment Management Certificate (IMC). Should the candidate not hold the IMC at the time a job offer is made, they will be expected to gain this qualification, in order to successfully complete their probationary period. Other qualifications, such as the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation or the CISI Diploma, would be desirable.

We're a reasonably small team of people, so you'll also need to be able to build close relationships quickly with your colleagues.

About Square Mile

Square Mile is an independent investment research business that works in partnership with regulated professional financial services firms. We help advisers to develop informed investment recommendations so that, with their support, their clients can make the decisions that are right for them. Focusing first and foremost on in depth, qualitative fund research, we provide tailored support and investment services for financial advisers and institutions.

What to do now

If you think this sounds like you and would be interested in applying, please contact Jade Mison with your CV and covering letter: [email protected].

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About Square Mile

At Square Mile, we focus on working with you to provide knowledge, tools and support to deliver the best outcomes for advisers and their clients.

ABOUT US

About Square Mile

At Square Mile we are committed to working in partnership with you to provide tailored support for your marketing campaigns, as well as independent endorsement of funds through our ratings and research.

ABOUT US

OUR RESEARCh

Our fund research is at the heart of everything we do. Fuelled by a qualitative process, we seek to fully understand how a fund behaves and whether it represents good value for investors.

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