Junior Investment Analyst – Multi Asset Ref: AB13584
Our client, a highly regarded Asset Manager with circa $35Bil of Asset under Management has a newly created role for an Analyst to support their highly experienced Multi Asset Investment team. The primary purpose of the role will be to prepare, undertake and report on the multi asset teams fund manager research.
Roles & Responsibilities
Key deliverables will include managing research projects to identify preferred fund managers within specific asset classes and sub asset classes.
The role will require an individual who is confident in running manager research projects and is able to produce detailed manager research.
The successful candidate will be expected to run manager research projects across a wide variety of asset classes including but not limited to equity, fixed income and alternatives such as property and infrastructure.
You will use a combination of quantitative and qualitative research to filter the manager universe to identify those with the preferred characteristics for inclusion in our funds and portfolios.
You will be expected to prepare for manager meetings using desk based research to identify key focus areas.
Create the agenda for the manager meetings and to chair the meetings.
The candidate will be expected to create notes and reports combining their desk based research and their findings from the manager meetings.
Present back your findings and to make proposals of managers or blends of managers to suit the firms funds and portfolios.
Experience & Qualifications
Experience in manager selection is a necessity.
Ideally you will have 2-3 years’ relevant experience in a manager selection role.
You should have experience in researching funds across a wide range of asset classes including but not limited to equity, fixed income and alternatives such as property and infrastructure managers.
Ideally you will experience in researching both open ended and closed ended structures (such as REITs and Investment Trusts) but this is not a pre-requisite.
The successful candidate should be comfortable undertaking both qualitative and quantitative research projects.
You will have a highly analytical background, strong verbal, written and presentation-based communication skills.
The candidate is expected to have an undergraduate degree with a strong record of academic achievement and ideally studying towards the CFA although this is not a pre-requisite.
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.