Investment Due Diligence (IDD)

Investment Due Diligence - Buyside

Meraki Talent has been engaged to recruit an experienced senior IDD analyst for a London based investment manager.

Role Responsibilities:
Working large and complex portfolios with over half the capital managed externally. The selection and ongoing monitoring of these external managers is one of the key activities. This role will support the Head of IDD in the implementation of external manager research and monitoring activities covering a range of strategies across listed and private markets. This role requires you to build strong working relationships with both the internal investment team and third-party managers.

Key Responsibilities

• Monitoring & new IDD. Working closely with the Head of IDD, support/lead the monitoring of existing investments and selection due diligence on new investments in line with policies. This will include close collaboration with the relevant asset class specialists
• Systems & processes. You will ensure monitoring and new investment due diligence processes are followed, including the recording of relevant documentation. IDD processes will continue to be enhanced over time and you will support these ongoing evolutions in processes, systems, and tools
• Analysis & reporting. Produce relevant quantitative analysis to supplement the qualitative due diligence process across existing and new investments. Deliveries may include detailed manager specific performance/risk analysis, peer group analytics etc. You will also need to support and produce additional IDD reporting as required by other stakeholders
• Communication. Deliver clear, accurate and logical written reports as part of documenting the various elements of IDD process. You will need to support/lead structured interactions (including face to face) with third-party managers and other counterparties on a regular basis. You will be expected to synthesise information and escalate key points/issues as appropriate to the relevant internal teams and committees

Team. You will need to build relationships and liaise effectively with a range of internal teams including responsible investment, operational due diligence, risk, legal and others to execute IDD processes and ensure compliance with other internal policies. You may be required to supervise more junior members of the team over time

Experience/Skills/Attributes

• Degree level educated preferably gained within a finance, economics or mathematics related discipline. Possession of post-graduate qualification or professional accreditation (e.g. MS, MBA, CFA or equivalent) is an advantage
• Significant (at least 5+ years) experience of fund/manager research at an investment house. Experience in evaluating and monitoring third party managers via both desk-based research and face to face interactions
• Strong working knowledge of investment strategies, capital markets and relevant fund manager universes. Experience across a range of asset classes/strategies, liquid and illiquid is an advantage
• Proactive mindset with excellent written and verbal communication skills
• Strong quantitative and analytical skills, detail orientation, problem solver, ability to synthesise data to make relevant and logical inferences. Familiarity with systems such as eVestment etc. a plus
• Structured and process driven with excellent organisation skills. Ability to prioritise, manage expectations and deliver on time
• Team player with ability to engage productively both within and outside immediate team to produce results
• Intellectually curious, desire to grow and develop knowledge across asset classes and strategies

This is a fantastic opportunity to work for a boutique buy-side firm, where you will get huge exposure to senior stakeholders and investment professionals.