Head of Research – Family Office (Part Time) | London, UK | Hybrid

Mayford James; London; On-site; GBP 60,000 - 90,000; Part time

Job summary

A leading advisory firm is seeking a part-time Head of Research to support investment reporting and research activities. This unique role involves working closely with the CEO, managing a network of investors, and preparing detailed reports on investment opportunities. Ideal candidates will have significant experience in finance and relevant qualifications, making this an excellent opportunity for seasoned professionals looking to work flexibly.

Qualifications

• Minimum 5-8 years of relevant work experience.
• Qualified CA, ACA, CFA, or CISI.
• Experience in investment reporting and research.

Responsibilities

• Support investment reporting, research, and write-ups on new funds.
• Build and maintain a network of LPs and advisors.
• Prepare monthly and quarterly reports covering performance.

Skills

Investment Reporting

Research

Network Building

Critical Thinking

Education

CA

ACA

CFA

CISI

Job description

Head of Research – Family Office (Part Time)

This role is to work for the advisory arm of a long-term endowment-style funds of funds business.

You will be required to support the team with investment reporting, research, and write-ups on new funds and investment opportunities prior to submission to the Investment Committee.

This is a unique role where you will work directly with the CEO to:

1. Build and maintain a network of LPs, advisors, and placement agents
2. Generate new investment sourcing and pipeline via desktop research and network
3. Curate pipeline and write research notes on approximately 40 top-quartile PE managers and liquid managers
4. Review and re-underwrite existing holdings to enable informed rebalancing discussions
5. Handle ad hoc projects including maintenance and improvement of tools, templates, and databases for opportunities pipeline, network, reporting, and information management
6. Prepare monthly and quarterly reports (including board packs) covering performance, key points from managers' reports, and market commentary
7. Monitor managers and capture key notes from meetings and updates

If needed, mentor junior team members to improve reporting products, approaches, and critical thinking.

This role suits a qualified CA, ACA, CFA, or CISI with a minimum of 5-8 years of relevant work experience who is interested in working part-time.