Senior Investment Associate - Ref: AB10244
Our client, a highly regarded Investment firm with circa $38Bil of Asset under Advice is looking to add to their investment capability by hiring a Senior Investment Associate.
Roles & Responsibilities
Supporting a range of Institutional and Family Office clients you will work in small team to specify, develop and execute clients’ investment strategies.
This will involve, among other things:
- Setting of long-term asset allocation targets
- Evaluation and selection of third-party investment managers
- Design and oversight of derivative overlay strategies
- Research and generation of tactical asset allocation ideas
- Attending client meetings to report on investment performance and discuss investment strategy.
Participating in pitches to prospective clients, performing due diligence on third-party investment managers, co-authoring investment strategy White Papers and helping to develop our technological capabilities.
You will also be expected to take an active part in ongoing projects and mentoring more junior members of the team.
Experience & Qualifications
The ideal candidate will be an intellectually curious team player with strong analytical skills and an active interest in investments and capital markets.
Previous investment research experience, either in an investment bank, asset management firm, or investment research house is a pre-requisite
Demonstrated ability to write in a clear and structured manner to produce high-quality professional client-facing documents
You will have a graduated with a 1st class or 2:1 degree from a leading university and ideally be studying towards or have completed the CFA or CAIA qualifications
Strong numerical and system skills with a particular focus on Excel
Able to work within a rigorous investment process
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.