Fund Research Analyst

Time left to apply: End Date: July 18, 2025 (9 days left to apply)

Job requisition id: R4655

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years. Today, it is one of the UK's largest wealth management firms, offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We provide a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has a presence throughout the UK, Ireland, and the Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions, and discretionary fund management, listed on the London and Johannesburg stock exchanges, managing over £111.6 billion of client investments (as at March 2024).

About the Role

Level: 5

Department: Research

Location: London - hybrid working

Contract: Permanent

This position is for an experienced Fund Research analyst to join our award-winning team. The team provides investment recommendations to support our investment managers. The role involves coverage of investments across traditional equity, fixed income, and alternative investments such as hedge funds, private equity, and property, including open-ended UCITS funds, investment trusts, and passives.

You will lead coverage in specific areas, conducting in-depth analysis and due diligence to identify top investment options, including assessing ESG factors. You will contribute to firm-wide model allocations and communicate findings through reports, meetings, and presentations.

This role directly impacts our investment performance and contributes to our commitment to good customer outcomes under consumer duty. It also involves responsibilities related to Senior Managers & Certification Regime (SMCR).

About You

You are a motivated analyst with experience in fund manager research and strong communication skills. A background in fund selection and knowledge of alternative investments are advantageous. You should be proactive, flexible, collegiate, and capable of making sound decisions with limited oversight. An interest in financial markets and understanding of ESG integration are beneficial. CFA qualification is preferred but not required; familiarity with systems like Style Analytics, Morningstar, and Factset is a plus. You should be able to produce high-quality work and communicate recommendations clearly.

Additional Information

We value diversity and promote inclusivity, ensuring equal opportunities for all. Our core values include doing the right thing, being curious, embracing challenge, and working together.

Core benefits include holiday entitlement, incentive schemes, pension, private medical insurance, life assurance, income protection, healthcare cash plan (Jersey only), and flexible benefits.

About Us

We aim to create brighter financial futures by guiding clients through complex financial planning, responding to evolving needs, and maintaining societal responsibility. We foster an inclusive culture where everyone's contribution is valued.

Flexible Working & Our Promise

We offer flexible working arrangements and are committed to fair and respectful treatment of all applicants, accommodating any reasonable adjustments needed during the recruitment process.