Investment Advisory & Private Capital - Senior...

Isio; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A prominent financial services firm based in Greater London is seeking a candidate experienced in investment research. The role involves generating investment ideas, supervising junior team members, and participating in key client meetings. Candidates should have 4-7 years of experience in financial services, ideally within manager research and asset management. Excellent analytical and communication skills are crucial. This position offers opportunities for career advancement in portfolio management.

Qualifications

• 4-7 years of experience in financial services, especially in manager research.
• Excellent understanding of the asset management industry and markets.
• Experience in portfolio management and construction.

Responsibilities

• Generate new investment ideas and client materials.
• Conduct due diligence meetings with fund managers.
• Participate in investment committee discussions and updates.
• Attend client meetings as a research specialist.
• Supervise junior team members’ research projects.
• Provide training to colleagues on related topics.

Skills

Analytical skills

Communication skills

Presentation skills

Team collaboration

Education

CFA or equivalent

Job description

Role Requirements

• Generate new investment ideas and produce materials to take to our clients and prospects
• Conduct due diligence meetings with managers to set fund ratings and assume responsibility for ongoing monitoring
• Participate in investment committee meetings and debates, and provide regular updates on investment views
• Attend client meetings as a research specialist
• Oversee junior members of the team to help them deliver research projects
• Deliver training to colleagues on related topics
• Potential for this role to expand into portfolio analyst role covering fund of fund products

Experience and Competencies Required

• Working towards the CFA or similar exams, or qualified
• 4-7 years of experience in financial services with experience in manager research and understanding of the asset management industry and markets
• Experiences in one or more of the following asset classes would be ideal: Equity (Long-only); Multi Asset; Hedge Funds / Global Macro; Alternative Risk Premia
• Excellent analytical and communication skills including strong presentation skills
• Preferred experience in day-to-day portfolio management (including portfolio construction and implementation) of a Fund of Funds portfolio. Experience in contributing to the investment strategy decisions of the fund - regarding asset allocation, portfolio construction and manager selection.
• Preferred experience in daily portfolio management / implementation duties - risk monitoring, exposure analysis, performance attribution, reporting etc.
• Preferred experience in collaborating with teams both internally and externally and across functions - Risk Management, Legal, Compliance, Data providers, Distribution partners, Fund Managers, and Technology, etc.