Job purpose:
- This Investment Analyst position sits within our wider Investment team, and will play an integral role in the research and monitoring of all funds held in Nutmeg portfolios
- This entails both quantitative and qualitative assessments, allowing the selection of an extensive range of exchange traded products, across all asset classes
- This is an unparalleled opportunity to work closely with experienced investment professionals in a stimulating environment, whilst developing a specialism in exchange traded products
- The role holder will work closely with all members of our award-winning investment team, and will be accountable for the selection of the exchange traded products that make it into Nutmeg portfolios
- The delivery of above market net investment returns is critical to our mission to deliver a world class investment service to people with all levels of wealth
- This role has a key impact on the delivery of good investment outcomes for clients.
Your Responsibilities:
- Act as the subject matter expert for exchange traded products at Nutmeg
- Identify opportunities to optimise our portfolio holdings and introduce new fund ideas to the investment team
- Closely analyse the structure and operation of exchange traded funds to manage key risks
- Contribute to the development of in-app investment and portfolio content for clients
- Provide ad-hoc analysis and commentary of individual client holdings in response to customer service queries
- Manage a fund due-diligence process, selecting the optimal index funds for portfolios across all asset classes
- Continually monitor a ‘best-buy’ list of funds to ensure that Nutmeg clients are invested in the optimal fund products
- Take responsibility for creating, up-dating and maintaining documentation of processes and controls
- Play a key role in the management of Nutmeg client portfolios, informing the asset allocation process through the provision of index & product specific insight
- Maintain strong relationship with fund providers, and work with ETP capital markets teams and Nutmeg trading team to support good trade execution
- Represent Nutmeg externally within the funds industry, with a view to becoming a spokesperson for Nutmeg on ETF topics.
Skills and Qualifications:
- An individual with passion for and experience within investment management
- Experience in ETFs and mutual fund structures would be beneficial, as would exposure to ESG investment techniques
- Strong quantitative skill set, including Advanced Excel skills and familiarity with quantitative modelling software
- A broad understanding and strong interest in macroeconomics, investment markets and the investment fund industry
- Highly curious, with a passion for financial markets and exchange traded products
- Strong communication and influencing skills, able to work in a collaborative but thriving environment
- An attention to detail in written work.
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