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Funds Insight Trainee

Website Defaqto

Funds Insight Trainee – £20-30k, plus generous benefits and full training

Defaqto is an independent researcher of financial products and funds, focused on providing intelligence to support better informed decision-making. We’re based right here in Haddenham and we’re a great place to work!

We’ll soon be launching a new customer offering for fund managers, in a joint venture with a leading support service provider for Financial Advisers. So we’re looking for someone to take on a newly created role to support this. In this role, you will produce market analysis reports for fund managers, using Excel to extract market intelligence data from our databases and then editing and formatting the output to ensure it’s accurate and appropriate in line with stakeholder expectations. You’ll then be the point of contact for queries relating to the data and wording. You’ll have access to Defaqto analytics data and will gain the opportunity to develop new ideas and insights that would be of value to fund managers for inclusion within the market analysis reports. In the future, you’ll work on a project to improve the processes and systems involved in generating the market analysis reports and automating as much of the process as possible. This will then enable you to become more involved in the development of reports.

  • To be considered for this new role, you need to be able to demonstrate the following:
  • Excellent Excel skills – ideally including developing and modifying complex Pivot tables and creating VBA code (although some of this can be learned in role)
  • Good PowerPoint skills – able to create and edit slides, adding graphs and diagrams
  • Strong data analysis and interpretation skills, able to quickly extract relevant information and draw conclusions from it
  • Good numeracy, literacy and attention to detail, with the ability to reliably spot errors and inconsistencies
  • Good eye for formatting documents and presentations professionally to meet stakeholder expectations
  • Keen interest in investments, funds and the financial advice process, with a strong desire to develop expert knowledge in this area – support will be available for you to study towards professional qualifications

You’ll also need to be willing to travel to meetings with our joint venture partner (based in West Yorkshire) and also with fund managers and DFMs (typically in London, but potentially nationwide).

This is a great opportunity to be part of creating this new customer offering and to develop your skills and knowledge further. The role is likely to evolve as Defaqto Analytics grows, and as your personal capabilities also grow. The salary range for this role is £25-35k, dependent upon the skills and experience you can bring to the role, and you’ll also benefit from all the other great things about working for Defaqto.

Please apply for the Funds Insight Trainee role via our website: www.defaqto.com/careers

To apply for this job please visit the following URL: http://www.defaqto.com/careers →

Upcoming Events

Jan
16
Wed
9:15 am Lee Caulfield Pilates Workouts @ Thame(Chinnor) Rugby Club, Kingsey Road, Thame, OX9 3JL
Lee Caulfield Pilates Workouts @ Thame(Chinnor) Rugby Club, Kingsey Road, Thame, OX9 3JL
Jan 16 @ 9:15 am – 10:00 am
Lee Caulfield Pilates Workouts @ Thame(Chinnor) Rugby Club, Kingsey Road, Thame, OX9 3JL
Lee has spent over 25 years in the sports and fitness industry. Working with a range of different age groups from young groups to the over 50’s, both in groups or 1-2-1 classes.   Lee has worked in gyms, fitness centres both for the county council and privately owned. She has also worked with a large franchise group in the past, dealing with people’s fitness and nutrition. Helping people to achieve weight loss, toning, fitness and personal development.   Having worked across a number of different exercise disciplines in the past, over the last 10 years her focus has moved to Pilates in order to develop core strength, toning for her clients.   Key Class Components   Develop Body Awareness To exercise every muscle in…

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6:00 pm Lee Caulfield Pilates Workouts @ Pine Lodge, Little Milton, OX44 7PZ
Lee Caulfield Pilates Workouts @ Pine Lodge, Little Milton, OX44 7PZ
Jan 16 @ 6:00 pm – 6:45 pm
Lee Caulfield Pilates Workouts @ Pine Lodge, Little Milton, OX44 7PZ
Lee has spent over 25 years in the sports and fitness industry. Working with a range of different age groups from young groups to the over 50’s, both in groups or 1-2-1 classes. Lee has worked in gyms, fitness centres both for the county council and privately owned. She has also worked with a large franchise group in the past, dealing with people’s fitness and nutrition. Helping people to achieve weight loss, toning, fitness and personal development. Having worked across a number of different exercise disciplines in the past, over the last 10 years her focus has moved to Pilates in order to develop core strength, toning for her clients.   Key Class Components   Develop Body Awareness To exercise every muscle in the body…

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Jan
17
Thu
9:00 am Lee Caulfield Pilates Workouts @ St Mary’s, Church House, Long Crendon, HP18 9AL
Lee Caulfield Pilates Workouts @ St Mary’s, Church House, Long Crendon, HP18 9AL
Jan 17 @ 9:00 am – 9:45 am
Lee Caulfield Pilates Workouts @ St Mary’s, Church House, Long Crendon, HP18 9AL
Lee has spent over 25 years in the sports and fitness industry. Working with a range of different age groups from young groups to the over 50’s, both in groups or 1-2-1 classes. Lee has worked in gyms, fitness centres both for the county council and privately owned. She has also worked with a large franchise group in the past, dealing with people’s fitness and nutrition. Helping people to achieve weight loss, toning, fitness and personal development. Having worked across a number of different exercise disciplines in the past, over the last 10 years her focus has moved to Pilates in order to develop core strength, toning for her clients.  Key Class Components   Develop Body Awareness To exercise every muscle in the body without…

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Jan
18
Fri
9:30 am Lee Caulfield Pilates Workouts @ Pine Lodge, Little Milton, OX44 7PZ
Lee Caulfield Pilates Workouts @ Pine Lodge, Little Milton, OX44 7PZ
Jan 18 @ 9:30 am – 10:30 am
Lee Caulfield Pilates Workouts @ Pine Lodge, Little Milton, OX44 7PZ
Lee has spent over 25 years in the sports and fitness industry. Working with a range of different age groups from young groups to the over 50’s, both in groups or 1-2-1 classes. Lee has worked in gyms, fitness centres both for the county council and privately owned. She has also worked with a large franchise group in the past, dealing with people’s fitness and nutrition. Helping people to achieve weight loss, toning, fitness and personal development. Having worked across a number of different exercise disciplines in the past, over the last 10 years her focus has moved to Pilates in order to develop core strength, toning for her clients.   Key Class Components   Develop Body Awareness To exercise every muscle in the body…

Read More...

Jan
20
Sun
10:45 am Join us for Sunday Runday @ Thame Leisure Centre (Behind the gate, on the field to the left of the astro)
Join us for Sunday Runday @ Thame Leisure Centre (Behind the gate, on the field to the left of the astro)
Jan 20 @ 10:45 am
Join us for Sunday Runday @ Thame Leisure Centre (Behind the gate, on the field to the left of the astro)
Joseph and Grace are running Marathon des Sables in April, which is a race comprising over 250km in 6 days in the Sahara Desert. They are doing this for the charity Walk Once More – the spinal injury charity.   As part of their training they are running “Sunday Rundays” – an initiative to help spread the words of their adventure and the charity and help raise awareness.   Sunday Runday is a “fun” easy paced 5km run open to all. With a “more the merrier” vibe and a strict “no runner gets left behind” rule.   Free charity t-shirt for all runners Spot prizes for participants Raise money and awareness A healthy Sunday run for all   Date: Sunday 20th January Time: 11am Location:…

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