Investment Research Analyst, Equity Funds

Role & Responsibilities:

• Lead and support the monitoring of existing equity investments and selection due diligence on new investments.
• Produce relevant quantitative analysis to supplement the qualitative due diligence process across existing and new investments. Deliveries may include portfolio opportunity set/strategy analysis, detailed manager and portfolio specific performance/risk analysis, peer groups etc.
• Ensure monitoring and new investment due diligence processes are followed, including the recording of relevant documentation.
• Lead structured interactions (including face-to-face meetings) with external fund 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
• Build relationships and liaise effectively with a range of internal teams including Responsible Investment, Operational Due Diligence, Risk, Legal and others.

Skills & Experiences:

• 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.
• At least 3-5 years' experience of funds/manager research with a focus on global equity strategies. Experience in evaluating and monitoring third party managers via both desk-based research and face-to-face interactions.
• Strong technical knowledge of equity strategies, capital markets and relevant fund manager universes.
• An existing professional industry network would be advantageous.
• Strong quantitative and analytical skills; detail oriented with the ability to synthesise data to make relevant and logical inferences.
• Intellectually curious, with a desire to deepen knowledge within equities specifically but also across other related asset classes and strategies.

Please note that due to the high volume of applicants we are regrettably unable to feedback on all applications; only successful candidates will be contacted.