An opportunity to join the Sustainable Investing team, working directly alongside an experienced Fund Manager with a clear pathway of progression, reporting into the Head of Sustainable Investing. The Global Sustainable Equities Fund invests in Companies that are leading the transition to a more sustainable world.
The Role:
- Generate investment ideas by researching companies, meeting brokers and sector analysts, using external research and quantitative systems
- Analyse investment framework stakeholders and monitor performance including in environmental and social terms
- Review performance and monitor holdings. Conduct preliminary meetings with companies. Complete bespoke quantitative and qualitative research and financial modelling on companies, sectors or themes relating to the investment process
- Review portfolio valuations and reconciliations with the fund manager, prepare date for client presentations and internal/external reports, support portfolio administration, contribute to the Annual Impact Report
The Requirements:
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- Evidence of strong analytical ability and fundamental research skills.
- Strong financial analysis, valuation, ESG and modelling skills.
- Knowledge of relevant quantitative systems.
- Impact Reporting experience desirable.
- Degree or equivalent educated with IMC/CFA qualification or willingness to undertake