Private Markets Senior Research Analyst

Isio; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in London is seeking an Investment Research Specialist. Candidates should have 4-7 years of experience in financial services, particularly in Private Equity manager research. Responsibilities include generating investment ideas, conducting due diligence, and participating in investment committee meetings. A CFA or similar qualification is preferred. This role offers the potential to expand into portfolio management.

Qualifications

• 4-7 years of experience in financial services, especially in Private Equity manager research.
• Experience in portfolio management of Fund of Funds, including asset allocation and risk monitoring.

Responsibilities

• Generate new investment ideas and produce materials for clients.
• Conduct due diligence meetings and oversee ongoing monitoring.
• Provide updates on investment views during investment committee meetings.

Skills

Analytical skills

Communication skills

Presentation skills

Education

Working towards CFA or similar exams

Job description

Role Requirements:

• Generate new investment ideas and produce materials to present to clients and prospects.
• Conduct due diligence meetings with managers to set fund ratings and oversee ongoing monitoring.
• 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 delivering research projects.
• Deliver training to colleagues on relevant topics.
• Potential to expand into a portfolio analyst role covering fund of fund products.

Experience and Competencies Required:

• Working towards CFA or similar exams, or qualified.
• 4-7 years of experience in financial services, particularly in Private Equity manager research and understanding of asset management industry and markets.
• Excellent analytical and communication skills, including strong presentation abilities.
• 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 duties 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.