Senior Analyst - Investment Managers

7 days left

Recruiter
Logan Sinclair
Location
London, United Kingdom
Salary
Competitive
Posted
24 Aug 2021
Closes
23 Sep 2021
Ref
10749152
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
This role sits in a new team for the business. The team has a focus on identifying new partnerships and boutique managers that can bring value to client portfolios through good investment performance and differentiate the current products compared to other providers. This role will also involve the idea generation of new partnerships and full due diligence of such opportunities.

Responsibilities:
  • Selection and monitoring of fund investments and identification of new opportunities with external managers
  • Identifying and researching specific opportunities with external asset managers
  • Meeting external fund managers to develop a qualitative view and gain a stronger understanding of the investment approach
  • Manager due diligence, both in the selection and ongoing monitoring of managers
  • Contribute to manager research database and in particular knowledge of boutique asset managers
  • Work closely with portfolio managers in the ongoing monitoring of existing and prospective fund investments
  • Contribute into buy list ideas for removal or addition

Requirements:
  • Good knowledge and interest in manager research
  • Relevant work experience (investment/investment-related)
  • Relevant degree and completed/studying towards the CFA (or equiv)
  • Familiarity of the main asset classes (Equities, Fixed income, Alternatives)
  • Knowledge of Bloomberg and Morningstar