Research and Reporting Executive – Family Office (Part Time) | London, UK | Hybrid

Mayford James; London; On-site; GBP 100,000 - 125,000; Part time

Job summary

An established industry player is seeking a Research and Reporting Executive to join their advisory team on a part-time basis. This unique role involves collaborating closely with both the CEO and the Head of Research, where you will support investment reporting, conduct research on new funds, and curate a pipeline of top-tier private equity managers. Ideal candidates will have a strong background in finance, with qualifications such as CA, ACA, CFA, or CISI, and a minimum of 5-8 years of relevant experience. This is an exciting opportunity to make a significant impact in a dynamic environment while working flexibly.

Qualifications

• 5-8 Jahre relevante Berufserfahrung in der Finanz- oder Investmentbranche.
• Qualifikation als CA, ACA, CFA oder CISI erforderlich.

Responsibilities

• Unterstützung bei der Erstellung von Investmentberichten und Forschung zu neuen Fonds.
• Überwachung von Managern und Vorbereitung von monatlichen und vierteljährlichen Berichten.

Skills

Investment Reporting

Research Skills

Critical Thinking

Networking

Education

CA

ACA

CFA

CISI

Tools

Reporting Tools

Databases

Job description

Research and Reporting Executive – Family Office (Part Time)

This role is to work for the advisory arm of this long-term endowment style funds of funds business.

You will be required to support the team with Investment Reporting, Research and write-ups on new funds and investment opportunities prior to submission to the Investment Committee.

This is a unique role where you will work with both the CEO and the Head of Research to:

1. Build and maintain a network of LPs, advisors, and placement agents.
2. Generate new investment sourcing and pipeline via both desktop research and network.
3. Curate pipeline and write research notes on approximately 40 top quartile PE managers and liquid managers.
4. Review and re-underwrite existing holdings to enable informed rebalancing discussions.
5. Conduct ad hoc projects including maintenance and improvement of tools, templates, and databases for opportunities pipeline, network, reporting, and information management.
6. Prepare monthly and quarterly reporting (including board packs) covering performance, capturing key points from managers' reports and market commentary.
7. Monitor managers and capture key notes from meetings and updates.
8. If needed, mentor junior team members on improving reporting product, approach, and critical thinking.

This position would suit a qualified CA, ACA, CFA, or CISI with a minimum of 5-8 years of relevant work experience who would like to work in a part-time capacity.