Junior Investment Analyst - Multi Asset

Role & 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.

Background & Experience

• 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 feedback on all applications; only successful candidates will be contacted