
Funds Specialist
4 days ago
The Funds Specialist will be responsible for providing product expertise and advisory support on collective investment schemes across client segments. The role involves product due diligence, fund selection, performance monitoring and acting as a subject matter expert on fund solutions to relationship managers, investment advisors and clients.
Key Responsibilities
Conduct in-depth research and due diligence on mutual funds, hedge funds, and other collective investment schemes.
Curate and maintain the approved fund list, ensuring compliance with internal product governance and regulatory standards
Prepare product notes, fund recommendations, and investment commentaries for both internal stakeholders and clients.
Monitor fund performance, track market developments, and provide regular updates on positioning
Support relationship managers and advisors in client meetings, acting as a subject matter expert on fund solutions
Liaise with external fund hourses, product providers and internal governance teams.
Qualification & Requirements
Bachelor degree in Finance, Economics or related discipline; CFA/CAIA preferred
Minimum 8 years of relevant experience in fund research, product specialist, or investment advisory roles
Strong knowledge of asset allocation strategies and investment products acrss asset classes
Excellent analytical, presentation and communication skills
Strong understanding of compliance, product governancec and suitability frameworks
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