Senior Investment Research & Private Capital Advisory

Isio; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A prominent financial services firm based in Greater London is seeking a candidate experienced in investment research. The role involves generating investment ideas, supervising junior team members, and participating in key client meetings. Candidates should have 4-7 years of experience in financial services, ideally within manager research and asset management. Excellent analytical and communication skills are crucial. This position offers opportunities for career advancement in portfolio management.

Qualifications

• 4-7 years of experience in financial services, especially in manager research.
• Excellent understanding of the asset management industry and markets.
• Experience in portfolio management and construction.

Responsibilities

• Generate new investment ideas and client materials.
• Conduct due diligence meetings with fund managers.
• Participate in investment committee discussions and updates.
• Attend client meetings as a research specialist.
• Supervise junior team members’ research projects.
• Provide training to colleagues on related topics.

Skills

Analytical skills

Communication skills

Presentation skills

Team collaboration

Education

CFA or equivalent

Job description

A prominent financial services firm based in Greater London is seeking a candidate experienced in investment research. The role involves generating investment ideas, supervising junior team members, and participating in key client meetings. Candidates should have 4-7 years of experience in financial services, ideally within manager research and asset management. Excellent analytical and communication skills are crucial. This position offers opportunities for career advancement in portfolio management.