Senior Investment Analyst

London, United Kingdom
18 Jan 2023
17 Feb 2023
Industry Sector
Finance - General
Employment Type
Full Time
Key Accountabilities
  • Support PMs in building well-constructed portfolios - using a range of detailed risk insights, market considerations and deep understanding of investment processes
  • Provide analytical research and support for alpha generation - using proprietary quantitative research & screening techniques and also leveraging 3rd party quantitative tools and datasets and including the integration of ESG/sustainability/climate transition criteria within portfolios
  • Provide analytical support for new product concept evaluations and new client requirements - by evaluating investment opportunity set and product concept characteristics and by modelling potential investment outcomes
  • Provide investment oversight & challenge - leveraging detailed knowledge of investment processes, implementation approaches and expected portfolio characteristics and behaviours in differing market environments

The role requires the following elements:
  • Building and leveraging strong working relationships with portfolio managers within the investment teams (for specific strategies) and also senior management
  • Participating in regular PM and strategy team meetings (including preparation & presentation of analytical content to support the strategies being reviewed/discussed)
  • Participating in client pitches and presentations alongside the portfolio managers as part of the client proposition from the investment team
  • Design & production of standard and bespoke analytics on a pro-active and reactive basis in order to provide advisory support for portfolio construction and investment processes for existing and new products and also for commercial and business development needs
  • Leading specific team and investment platform project initiatives and the ongoing design & development of enhancements to core analytics to support specific investment strategies, including the incorporation of ESG/RI/Sustainable Investment considerations within investment processes

As a senior member of the Equities & Multi Assets Investment Analytics team, the role also requires the provision of technical leadership, guidance and knowledge-sharing with less experienced team colleagues

Technical Skills, Qualifications & Experience Required
  • Strong quantitative background - mathematics/econometrics/engineering preferred
  • Experience in a similar role
  • Risk management/portfolio construction/portfolio management background
  • Deep knowledge of fundamental analysis and equity portfolio characteristics
  • Strong Equity bias required but experience of multi-asset risk management useful
  • Good working knowledge of responsible investment and integration of ESG/sustainability/climate transition considerations alongside financial criteria in investment decision-making
  • Strong Excel skills essential
  • Strong FactSet/Bloomberg skills preferred
  • Knowledge of derivatives strategies & implementation useful
  • CFA or equivalent

Behavioural Competencies Required
  • Active risk management mindset - a rounded approach to building portfolio risk insights is key
  • Risk model evaluation/ability to understand risk models from first principles and evaluate outputs accordingly
  • Good communication & presentation skills essential
  • High degree of reliability and accuracy
  • Ability to demonstrate strong organisational skills
  • Able to apply judgement/form & express views on portfolios/markets based on analytics and insights developed
  • Self-starter, able to work autonomously where needed but collaboratively also - a team-player mindset is preferred

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