Investment Advisory & Private Capital - Senior

Role Requirements

• Generate new investment ideas and produce materials to take to our clients and prospects
• Conduct due diligence meetings with managers to set fund ratings and assume responsibility for ongoing monitoring
• Participate in investment committee meetings and debates, and provide regular updates on investment views
• Attend client meetings as a research specialist
• Oversee junior members of the team to help them deliver research projects
• Deliver training to colleagues on related topics
• Potential for this role to expand into portfolio analyst role covering fund of fund products

• Working towards the CFA or similar exams, or qualified
• 4-7 years of experience in financial services with experience in manager research and understanding of the asset management industry and markets
• Experiences in one or more of the following asset classes would be ideal:
  Equity (Long-only);
  Multi Asset;
  Hedge Funds / Global Macro;
  Alternative Risk Premia
• Excellent analytical and communication skills including strong presentation skills
• Preferred experience in day-to-day portfolio management (including portfolio construction and implementation) of a Fund of Funds portfolio. Experience in contributing to the investment strategy decisions of the fund - regarding asset allocation, portfolio construction and manager selection.
• Preferred experience in daily portfolio management / implementation duties - risk monitoring, exposure analysis, performance attribution, reporting etc.
• Preferred experience in collaborating with teams both internally and externally and across functions - Risk Management, Legal, Compliance, Data providers, Distribution partners, Fund Managers, and Technology, etc.