Investment Analyst

Tillit

Tillit’s mission is to empower everyone to invest with confidence, conviction & ease in the best funds across borders. 

At Tillit we believe that long-term investment success lies in funds. But the user experience of investing in funds is poor, outdated and dull. We are on a mission to change that by building Tillit - a world-class, device-agnostic investment platform focused on offering what we believe to be best-in-class funds to personal investors. Through storytelling and transparency, we are empowering people to make better long-term investment decisions.

Tillit means ‘trust’ in Swedish. Trust is fundamental to what we do and it underpins everything from our culture to the relationships we hope to build with our customers. By creating an outstanding product, providing helpful content in plain English, and offering an excellent customer experience, we seek to earn that trust from our customers.

Progress

We are a well-funded start-up, having completed a £3.6m ($4.8m) seed funding round in December 2021, led by industry veterans. The company was built during the COVID-19 pandemic and the platform was launched into private beta in May 2021. After six months of beta testing, we launched to the public in November 2021. 

The focus for 2022 is on evolving the fund discovery process, deepening the customer experience through content and new features, and expanding the product range. We will also be developing internal tools and automating operational processes so that we can deliver a scalable, secure, market-leading investing experience.

The role

We didn’t invent investing, but we strive to innovate how it feels to invest. We encourage discovery, enable informed decisions and we ultimately empower investors to invest with confidence and conviction.

We believe in quality over quantity. No one needs 4,000 funds, but every investor is unique, with different interests, risk appetite, circumstances and goals. We strike a balance between breadth and depth by offering a handpicked, diverse universe of what we believe to be best-in-class funds across regions, asset classes and investment styles. Every fund is researched, analysed, and ultimately approved based on our unique fund selection manifesto. 

We have launched Tillit with an initial investment universe and we are now looking for an Investment Analyst to join our team to nurture and grow the universe from here. You will work closely with our Founder & CEO and Tillit’s Investment Committee and you will be responsible for sourcing new ideas as well as perform ongoing due diligence on all funds on the platform. You will also produce investment commentary and content for different purposes and audiences. 

Primary responsibilities:

• Source new funds based on Tillit’s fund selection manifesto.
• Perform ongoing due diligence on all live funds. This will include meetings with fund managers, writing update notes, etc.
• Present to the Investment Committee on a monthly basis.
• Key point of contact for asset managers for any queries, data requirements, etc.
• Maintain and update Tillit views where required.
• Produce investment commentary, thematic research pieces, and support the CEO with any press commentary.

What we offer:

• Position: Investment Analyst
• Seniority: Mid
• Employment type: Permanent, Full-time
• Location: We operate a hybrid model and it's up to you how you want to split your time between the office (London or Edinburgh) and working from home.
• Compensation: £45,000- £55,000pa (+ 10% for London-based applicants)
• Equity: Stock options giving you a chance to own a part of the company
• Pension: 5% employer contribution 
• Holiday entitlement: 25 days + flexible bank holidays
• Personal development: Self-directed, accumulating, learning budget of £500 pa (disbursed quarterly) + MasterClass membership
• Product discount: Discounted Tillit platform fee of 0.25% pa

About you

We are on the hunt for an experienced and thoughtful Investment Analyst with a good understanding across asset classes and investment styles. A successful candidate will be a confident generalist with a curious mind, attention to detail and an ability to distil complex matters into plain English.  

Required:

• At least 5 years’ experience of analysing funds or running a fund of funds
• Experience of analysing funds across at least equities and one more asset class
• An inquisitive mind
• Excellent communication and presentation skills
• Strong research skills
• Great attention to detail
• Excellent command of the English language, particularly in written form
• Highly organised 
• Self-starter not afraid to roll up your sleeves and get stuck in
• Experience of working with tight deadlines and multiple stakeholders
• Ability to work independently and as part of a team
• Flexible and comfortable with change

Nice to have:

• Experience of producing content for a retail investor audience
• Experience on the buy-side
• Startup experience

Please note that for this role we can only consider UK residents with the right to work in the UK.

This is a unique opportunity to join an exciting FinTech with a growing team where you can play a key part in shaping the future of how people invest. If this gets you excited and you think you’ve got what it takes, then we would love to hear from you!

No agencies please.