THE ROLE :
- Maintain and develop the research process used to deliver advice to clients.
- Most of the investment advice will be related to funds, across most asset classes and strategies.
- Act as the lead with both technology and research providers.
- Produce both ad-hoc and regular reports for clients.
- Maintain and develop exisiting client relationships.
- You will have some fund research experience, strong qualifications ( preferably some way through or completed the CFA) and the right type of professionalism and personality to liaise with high networth.
- You will be the type of person that thrives in a boutique and entrepreneurial environment.