Private Markets Investment Research - Ref: AB12962

Our client, a highly regarded Investment firm with circa $38Bil of Asset under Advice has a newly created role for an experienced investment professional to join their Private Markets team. The successful candidate will be responsible for fund research across Private Debt and Private Equity markets.

Roles & Responsibilities

  • The successful candidate will form a key part of the asset class research team, whose primary goal is to deliver superior risk-adjusted performance over the long-term to clients. The asset class research team also supports the growth and development of the business.

  • Strategy Development – Continue to evolve and articulate the firm’s investment strategy. Identify and evaluate attractive market niches. Develop ideal manager specifications, proprietary mandate parameters or direct investment approaches for target areas.

  • Manager Sourcing – Develop relationships with investment managers, allocators and prime brokers to source investment opportunities. Conduct robust screens to identify the best teams within target strategies.

  • Manager Diligence – Lead rigorous due diligence of asset managers and other investment opportunities. Key diligence activities include qualitative and quantitative analyses of a manager’s portfolio, performance, strategy and team. The diligence process concludes with a detailed presentation to our Internal Investment Committee.

  • Investment Monitoring and Portfolio Management – Own ongoing diligence and monitoring of investment managers and opportunities.

  • Client Portfolio Manager Engagement – Advise internal client teams on the overarching strategy within asset classes, manager selection and portfolio construction

Experience & Qualifications

  • The ideal candidate will have a demonstrable track record in asset management with a deep understanding of Private Markets ideally with exposure to external manager selection.

  • The ideal candidate will have an active passion for investing and strong due diligence skills and must possess a strong track record of excellence evidenced by detail-orientation.

  • You will have a highly analytical background, strong verbal, written and presentation-based communication skills, a predilection towards a team environment, and a polished presence with clients and asset managers, as well as a mature, balanced and convincing communication style.

  • Comfortable working in fast moving and high energy organisation, be self-motivated and have a strong work ethic.

  • Candidate is expected to have an undergraduate degree with a strong record of academic achievement. CFA Chartership is preferred, but not essential.

To hear more about this exciting opportunity, please contact Alex Brown on 020 7847 8878 or email your CV to alex@meredithbrown.com

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.