Senior Investment Analyst

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