Research Associate - Private Markets

CFA Institute; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading investment organization in London is seeking an experienced investment manager to articulate investment strategies and conduct detailed due diligence on asset managers. The ideal candidate will have a strong background in Investment Management and a Bachelor's degree, with a preference for CFA qualifications. This role demands robust analytical skills and effective communication in a collaborative environment.

Qualifications

• Experience in Investment or Asset Management, especially in manager selection or research.
• Strong skills in due diligence and investment analysis.
• Ability to communicate effectively with stakeholders.

Responsibilities

• Articulate investment strategy and assess market opportunities.
• Cultivate relationships with investment stakeholders.
• Conduct detailed manager due diligence and present findings.

Skills

Investment analysis

Private Markets understanding

Due diligence skills

Detail-oriented

Strong communication

Analytical skills

Education

Bachelor's degree in a relevant field

CFA qualifications (completed or in progress)

Job description

Role & Responsibilities

• Evolve and clearly articulate the firm's investment strategy and identify and evaluate attractive market niches.


• Support the team with the articulation of ideal manager specifications, proprietary mandate parameters or direct investment approaches for target areas.


• Develop relationships with investment managers, allocators and intermediaries to source investment opportunities, and conduct robust screens to identify the best teams within target strategies.


• Help to perform rigorous due diligence of asset managers and other investment opportunities by working alongside other senior members of the asset class team.


• Participate in key diligence activities including qualitative and quantitative analysis of a manager's portfolio, performance, strategy and team. The diligence process concludes with a detailed presentation to our internal Investment Committee.


• Own ongoing diligence and monitoring of investment manager and opportunities.


• Support with advising internal client teams on the overarching strategy within asset classes, manager selection and portfolio construction.


• Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.

Background & Experience

• Experience working within Investment or Asset Management, preferably in an external manager selection, direct investment or research based role.


• Solid understanding of Private Markets as an asset class.


• Strong due diligence skills and a demonstrable passion for investing


• A detail orientated approach with an appetite for tackling challenging and intricate projects.


• Clear communication skills with the ability to engage with both internal and external stakeholders across all levels.


• A dynamic, collaborative and entrepreneurial approach to work and comfortable working in a fast paced and high energy environment.


• A Bachelor's degree in a relevant field, and a strong academic record.


• A highly analytical approach to tasks with a proactive and motivated work ethic.


• Completed, or the appetite to study towards, CFA qualifications.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.