Senior Manager Research Analyst - Single Family Office

ZipRecruiter; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading financial firm in London is seeking a Manager Research Analyst to support its investment team. This role involves conducting detailed fund research and analysis, delivering insights to support investment decisions, and managing portfolio risks. Ideal candidates will have extensive experience in fund selection and possess strong analytical skills.

Qualifications

• Minimum 6-10 years of experience in a manager research/fund selection role.
• Strong knowledge of traditional and alternative asset classes.
• Experience using analytical tools like Bloomberg and Morningstar.

Responsibilities

• Conduct in-depth fund research and analysis.
• Lead investment due diligence process.
• Deliver data-driven investment recommendations.

Skills

Analytical skills

Problem-solving

Attention to detail

Critical thinking

Intellectual curiosity

Education

CFA qualification or equivalent

Tools

Bloomberg

Morningstar

Job description

Job Description

Our client is a London-based Single-Family Office who are seeking to hire an experienced Manager Research Analyst to join the investment team. The successful candidate will work alongside the Chief Investment Officer and play a key role in the investment decision-making process.

Key Responsibilities:

• Conduct in-depth fund research and analysis to identify, evaluate and recommend investment funds across a diverse range of asset classes, with a primary focus on public markets
• Lead investment due diligence process, including benchmarking external funds and evaluating fund structures to determine suitability for the portfolio
• Deliver data-driven investment recommendations and insights to support investment decisions
• Proactively monitor emerging investment themes to uncover new opportunities
• Track market developments and portfolio risks to provide actionable investment insights
• Support the CIO in portfolio management and strategic asset allocation

Candidate Requirements:

• Minimum 6-10 years of experience in similar manager research/fund selection role at an asset management firm or family office
• Strong knowledge of traditional and alternative asset classes
• Excellent analytical skills with experience using tools such as Bloomberg and Morningstar
• CFA qualification or equivalent would be desirable
• Self-motivated, intellectually curious and comfortable working independently
• Strong attention to detail, problem-solving abilities and the capacity to think critically about market trends

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of , marital status, ethnic , , belief or .