Senior Investment Associate - Manager Research

CFA Institute; City Of London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading investment firm in the City of London seeks a Senior Associate for their investment team. The role involves contributing to manager research, conducting detailed analysis, and designing asset allocation strategies. Candidates should have 4-6 years of relevant experience, a strong academic background, and pursue CFA/CAIA qualifications. The firm values quantitative and analytical skills and offers opportunities for professional growth.

Qualifications

• 4-6 years of experience in an analytically focused role in asset management.
• Studying towards CFA or CAIA qualifications.
• Strong numerical and systems skills.

Responsibilities

• Contribute to manager research across asset classes.
• Conduct detailed research and maintain investment recommendations.
• Design and oversee derivative overlay strategies.
• Generate long-term asset allocation strategies.

Skills

Quantitative analysis

Analytical skills

Investment knowledge

Excel proficiency

Education

1st class or 2:1 degree from a leading university

Job description

Our client, a highly regarded Investment firm with circa $60Bil of AUM has an opening within their investment team for a Senior Associate. The portfolio management team have responsibility for a range institutional clients and are expected to specify, develop and ensure execution of their investment strategies.

Role & Responsibilities

• To contribute to the manager research effort across a broad range of asset classes.
• To undertake rigorous detailed research, to generate and maintain a rich and deep set of recommendations.
• Set of long-term asset allocation strategy.
• Design and oversight of derivative overlay strategies.
• Research and generation of tactical asset allocation ideas, and attendance at client meetings to report on investment performance and discuss investment strategy.
• To demonstrate a full understanding of risk and return drivers of own asset class and incorporate this within manager research and portfolio management processes across relevant investment horizons.
• To generate superior returns over a medium and long-term basis through the identification of outperforming investment strategies, products and managers.
• Attending client facing activities and/or presentations and providing monthly commentary.
• Conduct asset manager due diligence and monitoring.

Background & Experience

• Demonstrable experience (4-6 Years) of working within an analytically focussed role within the asset management industry ideally with experience of multi asset strategies.
• The ideal candidate will have strong quantitative and analytical skills and an active interest in investment and capital markets.
• You will have a graduated with a 1st class or 2:1 degree from a leading university and ideally be studying towards your CFA or CAIA qualifications.
• Strong numerical and system skills with a particular focus on Excel.
• Able to work within a rigorous investment process.
• A genuine passion for developing your career within the investment arena.

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.