Private Markets Senior Research Analyst

Isio; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Greater London seeks a professional to generate investment ideas and conduct due diligence for fund ratings. This position requires 4-7 years of experience in financial services, specifically in Private Equity research. The ideal candidate will have excellent analytical and communication skills, alongside a strong understanding of asset management. Responsibilities include client meetings, overseeing junior team members, and participation in investment committee discussions.

Qualifications

• 4-7 years of experience in financial services, focusing on Private Equity manager research.
• Strong understanding of asset management industry and markets.
• Experience in portfolio management and construction.

Responsibilities

• Generate investment ideas and create client materials.
• Conduct due diligence meetings for fund ratings.
• Attend client meetings as a research specialist.

Skills

Analytical skills

Communication skills

Presentation skills

Education

CFA or similar exams

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 Private Equity manager research and understanding of the asset management industry and markets
• 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 private markets 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.