Description

Investment Research Expert - London

Fundhouse is looking for a talented individual to join our investment team. In this position, you will focus primarily on manager research (covering equities, fixed income and multi-asset), but also assist with other investment functions, client servicing and business development. Fundhouse is an award-winning investment company providing investment insights and services to institutional investors globally, and UK-based wealth managers and independent financial advisers (IFAs).

We will count on you to:

Ideally, the candidate will be driven, curious, and analytical, and prefer being part of a compact team that thinks differently to others. The team takes a generalist approach to research responsibilities, so the candidate will be responsible for covering funds investing in all liquid asset classes. We are open to speaking to people with varied experience, although ideally candidates will have undertaken manager research over a full market cycle. This role will be based in London and is a hybrid role that has a requirement of working at least three days a week in the office.

• Be recognised as an expert in the UK wealth industry dynamics, including a solid understanding of major asset management firms and a good knowledge of managers across mainstream asset classes
• Lead the end-to-end due diligence process for a list of funds across mainstream asset classes (equity, fixed income, and multi-asset), including the creation and maintenance of research reports
• Proactively source and evaluate new investment opportunities, primarily within the UK- and Europe-domiciled fund universe, by cultivating trusted industry relationships, engaging with prospective managers, attending relevant events, and conducting both qualitative and quantitative analysis
• Provide support for colleagues also researching managers and contribute to peer reviews of research presented by other team members
• Actively contribute to client service and business development efforts through face-to-face meetings and supporting the creation and delivery of high-quality promotional materials and intellectual capital
• Provide support for other investment functions, such as the Model Portfolio Investment Committee or SAA, when necessary

What you need to have:

• Solid experience within the UK asset management / wealth industry or in manager research. A broad and deep knowledge of asset management groups is also important
• We think scientifically and our research is evidence-based, so the candidate must be both numerate and analytically minded (although their qualitative skills will be important too)
• An eye for detail and an ability to articulate their opinions clearly (both verbally and written) is a must, as is having a curious nature and willingness to dip deep into manager research
• Excellent written and oral communication/presentation skills
• Well versed in standard MS Office applications, notably Excel
• An undergraduate degree

What makes you stand out:

• Holding the CFA charter would be an advantage but not a requirement, as would prior experience working with investment consultancy clients.
• Experience in process enhancements
• Working knowledge of python/coding a plus but not a requirement

Why join our team:

• We help you be your best through professional development opportunities, interesting work, and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.