Investment Analyst - Public Equity Research

Cambridge Associates; City of Westminster; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading global investment firm in the UK is seeking an analyst to aid in developing insights on sustainable thematic equity managers. The role involves conducting qualitative and quantitative research, analyzing fund performance, and supporting investment decisions through written reports. Candidates should possess a Bachelor's degree, strong analytical skills, and an interest in sustainability themes. This position demands the ability to work with senior investment managers and produce high-quality research under tight deadlines.

Qualifications

• Bachelor's degree with a record of achievement.
• Strong interest in investments aligns with sustainability themes.
• Strong analytical and quantitative skills necessary.

Responsibilities

• Aid in developing opinions on equity managers through research.
• Analyze funds based on organization, strategy, and performance.
• Conduct portfolio performance analysis using analytical tools.
• Research sustainability themes relevant to public equity strategies.

Skills

Analytical skills

Quantitative skills

Leadership

Communication skills

Excel proficiency

Programming skills

Education

Bachelor's degree

Tools

FactSet

Bloomberg

Job description

Responsibilities

• Aid senior team members in developing house opinions on UK, European, MEA and Global Sustainable Thematic equity managers and markets through ongoing qualitative and quantitative research and analysis.
• Utilize common analytical frameworks and develop unique analyses to assess funds in terms of organization, investment strategy, performance, fund terms, current portfolio positions, and other key attributes.
• Conduct portfolio performance analysis, including use of FactSet, Bloomberg and/or other in-house and third-party analytical tools.
• Conduct research and analysis on sustainability themes, including climate and social impact, as they relate to public equity strategies.
• Help source new ideas and monitor existing strategies by attending and participating in meetings with portfolio managers and other senior personnel.
• Complete written research utilized by our clients and directors to support investment decisions. This includes concise commentaries summarizing meetings with fund managers, in-depth due diligence reports, and other periodic research, potentially including white papers exploring current topics of interest in the equity markets and fund industry.

Qualifications

• Serve as a resource to colleagues seeking current information on investment opportunities, including data and analysis, comparisons across fund managers, and the opinion of the research team.
• Bachelor's degree with a record of achievement.
• Strong, demonstrated interest in investments.
• Alignment with sustainability themes, such as climate, strongly preferred.
• Strong analytical and quantitative skills.
• Demonstrated leadership, integrity, and initiative.
• Demonstrated command of written communication and strong business writing skills.
• Ability and willingness to engage in conversation with internal and external parties, including senior investment managers.
• Strong Excel skills preferred. Programming skills a plus.
• Ability to work both independently and in a team under tight deadlines.
• Progress towards or interest in pursuing CFA designation.

Cover letter and resume required for all applications.

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.