Vice President, Alternatives Analyst/Assistant Portfolio Manager

KLH Capital; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading global financial services company is seeking an Alternatives Analyst/Assistant Portfolio Manager to join its London team. This hybrid role involves conducting thorough investment analysis, portfolio management, and engaging with various stakeholders. The candidate should possess strong investment experience and relevant certifications. Join a culture that fosters growth and innovation with competitive benefits.

Benefits

Competitive compensation

Generous paid leave

Flexible global resources

Focus on health and wellbeing

Qualifications

• Bachelor's degree or higher preferred with demonstrable investment experience.
• CFA, CAIA or equivalent certification mandatory.
• Experience in private equity and financial statement analysis desired.

Responsibilities

• Conduct in-depth due diligence and prepare investment memos.
• Assist in portfolio management and monitor compliance.
• Engage with stakeholders and represent the firm at events.

Skills

Investment Analysis

Financial Modeling

Market Research

Communication

Education

Bachelor's degree or equivalent

CFA or CAIA designation

Job description

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

BNY Investments is a leading investment manager, with $2.0 Trillion* in assets under management as of March 31, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

We’re seeking a future team member for the role ofAlternatives analyst/assistant portfolio managerto join our NewtonMulti-Assets Investmentsteam. This role is located inLondon, UK – Hybrid.

In this role, you’ll make an impact in the following ways:

Key Responsibilities:

Investment Analysis & Research

• Conduct in-depth due diligence on potential investments across infrastructure, real estate, and commodities.
• To support investment ideas with timely and well-written research and to be responsive to research prioritisations.
• To undertake research which is creative, imaginative and value additive and not merely maintenance-oriented.
• Build and maintain financial models to assess investment opportunities and portfolio impact.
• Perform market research, macroeconomic analysis, and thematic studies to support investment theses.
• Prepare and present investment memos to the Investment Team.

Portfolio Management

• Assist in the construction and ongoing management of diversified alternatives portfolios.
• Implement investment strategies aligned with client financial goals, risk tolerance, and regulatory requirements.
• Monitor portfolio performance, risk exposures, and compliance with investment guidelines.
• Prepare investment committee materials and present recommendations.
• Collaborate with internal teams on asset allocation stress testing, and performance attribution.

Stakeholder Engagement

• Maintain relationships with external managers, consultants, and industry contacts.
• Represent the firm at industry events, conferences, and due diligence meetings.
• Support client reporting and respond to ad hoc queries from stakeholders.
• Communicate investment strategies, market performance, and current conditions to clients and prospects.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred.

• Demonstrable investment experience.

• CFA, CAIA designation or equivalent certification is mandatory.

• Experience in private equity, private credit, and private markets is highly desired.

• Financial statement analysis experience is required.

At BNY, our culture speaks for itself. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024

• World’s Most Admired Companies, Fortune 2024

• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024

• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024

• “Most Just Companies”, Just Capital and CNBC, 2024

• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024

• Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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