Private Markets Senior Research Analyst

Isio; London; On-site; GBP 55,000 - 85,000; Full time

Job summary

A leading financial services firm seeks a Private Markets Senior Research Analyst in London. The role entails generating investment ideas, conducting due diligence, and overseeing junior team members. Candidates should have 4-7 years of experience in private equity research along with strong analytical and communication skills.

Qualifications

• 4-7 years of experience in financial services.
• Preferred experience in fund of funds management.
• Experience in asset allocation and portfolio construction.

Responsibilities

• Generate new investment ideas and produce materials.
• Conduct due diligence meetings and set fund ratings.
• Attend client meetings as a research specialist.

Skills

Analytical skills

Communication

Presentation skills

Education

CFA or similar qualifications

Job description

Private Markets Senior Research Analyst, London

Client: Isio

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 67ed9680721b

Job Views: 5

Posted: 02.06.2025

Expiry Date: 17.07.2025

Job Description:

Role Responsibilities:

• Generate new investment ideas and produce materials for clients and prospects.
• Conduct due diligence meetings with managers to set fund ratings and monitor ongoing performance.
• Participate in investment committee meetings, debates, and provide regular updates on investment views.
• Attend client meetings as a research specialist.
• Oversee junior team members to assist in research projects.
• Provide training to colleagues on related topics.
• Potential to expand into a 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, particularly in Private Equity manager research and asset management markets.
• Excellent analytical, communication, and presentation skills.
• Preferred experience in day-to-day portfolio management of a Fund of Funds private markets portfolio, including asset allocation, portfolio construction, and manager selection.
• Preferred experience in daily portfolio management tasks such as risk monitoring, exposure analysis, performance attribution, and reporting.
• Experience collaborating with internal and external teams across functions like Risk Management, Legal, Compliance, Data Providers, Distribution, Fund Managers, and Technology.