Investment Associate (Public Markets)

Leverton Search; England; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading UK asset owner is seeking an Associate (Public Markets) to join its Investment Division. The role involves significant ownership of data, analytics, and portfolio monitoring across various liquid asset classes. Candidates should have 2–3 years of investment experience, strong quantitative and data manipulation skills, preferably familiar with multiple asset classes. This position offers exposure to hedge funds, credit, fixed income, and equities within a collaborative team environment.

Qualifications

• 2–3 years’ experience in investments, preferably in public markets or analytical roles.
• Strong quantitative skills and comfort with complex datasets.
• Interest in CFA / CAIA is beneficial.

Responsibilities

• Maintain and manage Public Markets data, ensuring high-quality information.
• Support new data and analytics platforms implementation.
• Conduct portfolio monitoring and analysis of performance drivers.
• Produce reporting materials for stakeholders.
• Attend manager meetings and contribute analytical insights.
• Support underwriting of new mandates.
• Engage with other investment teams to contribute insights.

Skills

Quantitative skills

Data manipulation skills

Excel proficiency

Analytical insights

Education

Degree in relevant field

Job description

A leading UK asset owner is seeking an Associate (Public Markets) to join its Investment Division. This organisation is recognised for its innovative approach to responsible investment, dynamic asset allocation, and broad multistrategy portfolio spanning hedge funds, credit, fixed income and listed equities.

This role offers outstanding exposure across public markets, with the Associate taking significant ownership over data, analytics, portfolio monitoring, and manager research. It is designed for someone highly analytical, intellectually curious and motivated to develop deep expertise across several liquid asset classes.

Key Responsibilities

• Maintain and manage all Public Markets data, ensuring high-quality, accurate information across internal and external systems.
• Support the implementation of new data and analytics platforms within the investment division.
• Conduct portfolio monitoring, analysing performance drivers, risk factors, exposures and alignment with responsible-investment objectives.
• Produce regular and ad-hoc reporting materials for internal stakeholders and investment committees.
• Attend manager meetings across hedge funds, credit, fixed income and equities: taking notes, asking questions and contributing analytical insights.
• Support underwriting of new mandates, providing independent challenge and thoughtful assessment of strategy fit.
• Engage with other investment teams to draw insights and contribute to the broader management of the fund.

Candidate Profile

• 2–3 years’ experience in investments—public markets exposure, manager research or analytical roles preferred.
• Strong quantitative and data‑manipulation skills; Excel proficiency is essential.
• Comfortable working across multiple asset classes and managing complex datasets.
• Collaborative, low‑ego, proactive and able to work with limited supervision.
• Degree‑educated.
• Interest in CFA / CAIA.

Due to the volume of applications we receive, we may only be able to respond to those who meet the listed criteria.

At our company, we prioritise equity throughout the recruitment process. We are committed to fairness and equal opportunity for all candidates. If there’s anything we can do to make the process more accessible to you, please don’t hesitate to let us know.