Equity Fund Selection Manager

Employer: Elliott James
Location: London, United Kingdom
Salary: £120k - £140k
Closing date: Jan 31, 2023

Job Function: Other
Industry Sector: Finance - General
Employment Type: Full Time
Education: Bachelors

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Key Responsibilities of the Job:

Leading the design of scalable, responsible investment strategies that meet the long-term objectives.
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 offering.
Assessing and managing the appropriate blend of managers / strategies utilized within 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.
Building in depth knowledge of the external manager opportunity set, improving resilience, and building contingency into the Equities platform
Establishing a network of relevant industry contacts to contribute to informed investment decision making
Contributing to innovation and the positive evolution of the strategic approach to its equities platform
Driving improvement in systems and tools, including analytical capabilities and functional process
Successfully managing and mentoring junior members of the team
Supporting the Product Management team in crafting an external facing narrative around performance and IMA change for the equity funds
Promote understanding of the IMA, Equities fund range through supporting the Investment Communication team by providing content through various mediums
Provide SME input into projects across the team, often through increased use of technology, that improve processes and scalability, in line with the 2025 IMA objectives.
Build strong relationships with the Development team to facilitate successful engagement with senior members of Product Management, communications, R&D, legal, operations, regulatory, compliance and investment risk teams to help support smooth implementation of IMA change.

Requirements of the Job:

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.
Ability to understand, manage and communicate the key risks stemming from investment 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.
Very strong communication skills - able to tailor message to different audiences.
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.
Capable of making clear investment recommendations and taking personal responsibility and accountability for the performance of the equity managers on the investment platform
Ability to manage, influence and prioritise across multiple workstreams to ensure successful and timely outcomes.
Strong technical knowledge with proactive, flexible and innovative approach to problem solving.
Understanding of the fund management industry and financial markets and how potential changes may impact the business.
Strong interpersonal, communication and presenting skills and ability to adapt approach to suit the relevant audience.
Able to forge relationships with senior members of the investment division and act as a role model to more junior members of the team.
Advocate of divisional values of teamwork, energy and openness

People Management Responsibilities:

Line management responsibility with junior analysts
Manage key internal and external stakeholders throughout a fund's development and monitoring life cycle.

Job Knowledge:

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.

Business Expertise:

The individual will need to develop an understanding of how the Investment Management Team supports the Investment Committee, Partnership and our clients.
Understanding of the strategy and direction in the context of the wider wealth management industry.

Problem Solving:

Ability to produce high quality, rigorous evidence supporting all investment decisions.
Deep understanding of behavioural finance and how to create investment decision frameworks that limit impact of behavioural biases
Ability to identify prospective risks in investment strategies that could be of material detriment to future returns and client outcomes.
Ability to combine managers and strategies with distinct styles into coherent portfolios that maximise the potential for strong risk-adjusted results
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.
Ability to analyse combinations of individual funds and appropriateness of fit (complementary or overlapping style, sector, risk characteristics) and make recommendations for change where necessary.

Nature and Scope of Impact:

Lead responsibility for the design, research, and ownership of the most significant equity strategies on the platform.
Monitoring of the funds is a core aspect of the Investment Management Approach and their use in portfolios plays an important role in delivering a successful investment outcome for our clients.
Scope of responsibility is primarily the Investment Management division.

Interpersonal Skills:

Promote of a culture of intellectual rigor, purpose, and collaboration.
Ability to lead and mentor more junior members of the team and provide continuous and timely feedback to them.
Comfortable manage conflicting priorities and delegate responsibility to others while ensuring tasks are completed to the required standards.
Confidence to clearly communicate fund performance and positioning with an ability to defend viewpoints based on qualitative and quantitative evidence.
Requirement to work closely with the internal communications, operations, regulatory, compliance and project teams to implement change.

Special Requirements:

International (Global) and domestic Travel will be necessary

Benefits;

Excellent benefits

Equity Fund Selection Manager

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