Senior Equity Analyst

Primary Responsibilities:

• Ability to produce high quality, rigorous evidence supporting all investment decisions.
• Ability to analyse and attribute fund performance by country, region and/or sector exposure and provide insightful commentary to highlight any significant developments.
• Ability to analyse individual fund manager style, trading activity, portfolio risk and consistency of investment approach and subsequently challenge fund managers where appropriate.
• Primary analytical (monitoring) responsibilities on the major equity strategies on the investment platform.
• Leading and coordinating major research projects on investment managers and strategies designed to augment the Client's offering.
• Assessing and managing the appropriate blend of managers / strategies utilized within the Client's major equity building block / manager of manager funds
• Assisting in the design of the investment processes that inform the investment decision making of the equities team and wider division.
• Presenting to Investment Committees and other executive boards on critical investment issues.
• Proven experience in making and owning investment recommendations and decisions
• An exemplary understanding of all elements of investment manager / strategy research.
• Evident skill and experience in designing complementary blends / packages of managers / strategies.
• A deep understanding of the features of a high-quality decision-making process and how to implement it.
• Sophisticated use of data and analytics to produce the evidence to inform decision making.
• Ability to mentor and lead junior analysts, creating a culture of support and development.
• Ability to compare, contrast and combine the full universe of equity strategies - from pure passive to quantitative and high conviction active.
• A passion for investment research and a willingness to drive the investment research agenda of the team and business.
• Strong technical knowledge of public equities markets and the investment processes used by active long-only public equities managers.

Background Experience:

• Front office investment experience and a history of making investment decision from research initiation to implementation and ownership.
• Experience of deep and detailed manager / strategy research is preferred, although direct investing experience also considered.
• Expertise in blending and combining strategies and managers into well-balanced blends, ensuring risk are intended and manageable.
• Experience presenting complex topics to senior boards and committees
• Degree qualified, or equivalent.
• Preferably attained CFA exams, or equivalent.
• Practical experience of analytical systems such as Aladdin / Bloomberg / Style Research / Factset.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted