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.

Source: for more information click here.

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