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Fund Research Assistant

  • Salary: £55000 - £60000 per annum
  • Location: Stratford-upon-Avon, Warwickshire
  • Sector: Financial Services
  • Job type: Contract
  • Date posted:
    20 Nov 2018
  • Job reference: 30813

Fund Research Assistant needed! IDEX Consulting are partnered with a highly regarded, leading general insurance and financial services company who are looking for a Financial Fund Research Assistant, on a contract basis, to join their team in the Midlands.

My client is looking for a Fund Research Assistant to join their team at their head office in the beautiful location of Stratford-upon-Avon. The role of a Fund Research Assistant requires you to conduct research, investigations and analysis to support the External Fund Relationship Manager in the research of funds/Fund Managers in accordance with agreed parameters, process and standards.


  • Research, analyse and evaluate Fund Managers using industry standard research databases e.g. Morningstar to identify relevant fund population for each asset class to support the selection of Fund Managers
  • Using pre-defined criteria and agreed process, analyse Fund Manager population and complete short list for detailed review
  • Undertake and document due diligence reviews of identified Fund Managers following the agreed processes
  • Maintain standard quantitative and qualitative reports on funds with information provided by Fund Managers and the Morningstar system
  • Input, calculate and report on fund performance and risk metrics to enable accurate monitoring and reporting of fund performance across the group

To be successful you will need

  • Degree or relevant qualification
  • Experience in using Morningstar Direct, Mercers or Bloomberg would be an advantage
  • Demonstrable experience in researching equity and Fixed Income Fund Managers in a regulated industry or financial services sector
  • IT literate with good knowledge of Microsoft Office Excel and data processing skills

This is an excellent opportunity to progress your career with a leading UK firm, who are looking for proficient and experienced individuals with good research and analysis skills. If this is you, send across your CV and we will be in touch with more information!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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