modern approach

traditional values

Fund Research Manager, Bristol

Location: Bristol

Salary: negotiable

Type: Permanent

Category: Investment Management

Ref: SW/2518


A rapidly growing, award-winning technology and investments solutions business is seeking a new Fund Research Manager. You’ll join a successful company that now have over 200 people in a magnificent open plan office near the waterfront in the vibrant city of Bristol.

Their success and strength come from seamlessly integrating three core disciplines, discretionary investment management, platform services and intuitive technology.

Working within their investment function you will report to an Investment Director and assist the team primarily with fund research and asset class analysis. You’ll be a creative person with good written and verbal communication skills, and importantly you will be a team player bringing value-enhancing independent thoughts to an experienced, productive and cohesive unit.

This is a newly created position, due to the growth of the team and expansion in funds under management as the brand gathers increasing momentum amongst the financial advisory community.


Key responsibilities will include:

  • Active and passive fund research and analysis across a broad range of asset classes the company invest in as well as ESG and ethical funds.
  • Data preparation for fund due diligence meetings
  • Hosting fund due diligence meetings, writing up fund due diligence reports and presenting the recommendation(s) in the fortnightly fund research meeting.
  • Attribution analysis on a fund/ blend of funds within an asset class to ascertain their value add to the portfolio.
  • Presenting research on fund/asset class analysis at the monthly meeting
  • Supporting webinars to present on funds/asset classes and their fund research process.


We’re looking for people with the following skills and experience:

  • Excellent written and verbal communication skills are core to this role in conjunction with attention to detail, accuracy, efficiency, and reliability of delivery.
  • Experience – at least 5 years of experience researching and analysing funds across core equity and fixed interest asset classes.
  • Personal attributes – team player, organised, diligent, communicative.
  • Qualifications – to demonstrate your passion for investments, we’d like for you to have achieved Level 6 or 7 qualification (e.g., CISI Chartered Wealth Manager or CFA).
  • Key professional attributes – integrity, attention to detail, pro-active and ethical.


What’s in it for you?

You’ll be rewarded with a very competitive salary aligned to your skills and experience which they will review each year, as well as a generous benefits package, including:

  • Non-contributory Personal Pension scheme
  • Attractive holiday entitlement
  • Life Assurance & Income protection insurance
  • Private health insurance

In addition, you will benefit from working in their modern open plan offices in central Bristol, you can join a range of social activities including payday drinks to film nights etc and experience their commitment to employee wellbeing as well as their focus on providing career development opportunities.

They have a long-term commitment to building inclusive workplaces; they value diversity in their workforce and welcome enquiries from everyone.

If this interests you and you’d like to find out more, please apply now or call Jess Wood on 0117 962 5005; a full and detailed role profile is available - we can then discuss your career aspirations in more detail and ascertain if this is an opportunity you'd like to explore further.

By applying for this position, you agree to Sandringham Wood processing your personal data, in line with our privacy notice


What others say...

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Sandringham Wood
54 Parrys Lane, Stoke Bishop
Bristol, BS9 1AQ

Sandringham Wood Recruitment Ltd is a company registered in England and Wales
(Reg No. 6822844) Registered Office: 54 Parrys Lane, Stoke Bishop, Bristol BS9 1AQ.

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