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- Tasks: Identify and evaluate equity fund managers to enhance investment portfolios.
- Company: Join a leading investment firm known for its high-performance culture.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Make a real impact on client outcomes while working with top-tier professionals.
- Qualifications: 5-8 years in fund manager research; CFA qualification preferred.
- Other info: Be part of a dynamic team focused on delivering long-term value.
The predicted salary is between 43200 - 72000 £ per year.
Location: Europe
Experience: 5–8 years
We are working with a leading investment firm seeking to hire a Senior Investment Analyst to join their expanding Manager Research team in Europe. This role centres on identifying, evaluating, and monitoring third-party equity managers to support a broad range of fund-of-fund portfolios. The successful candidate will contribute directly to fund selection, working closely with portfolio managers to deliver strong performance outcomes for clients.
Role Responsibilities
- Select and oversee equity fund managers for inclusion on the firm's buy list
- Monitor existing managers and recommend changes based on performance and risk assessment
- Collaborate with portfolio managers to evaluate fund fit and impact on portfolios
- Improve selection and monitoring frameworks using robust quantitative techniques
- Maintain accurate research records and support ongoing database development
- Work cross-functionally with compliance, product, and legal teams as required
- Support broader research initiatives and ad hoc investment projects
Candidate Requirements
- 5–8 years’ experience in fund manager research or direct equity investing
- Strong knowledge of equity strategies, investment styles, and associated risks
- CFA qualification (or in progress) and a relevant academic background
- Excellent analytical, written, and verbal communication skills
- Detail-oriented, proactive, and collaborative approach
- Strong skills in Excel and PowerPoint; familiarity with Bloomberg, Morningstar Direct, and Style Analytics is a plus
This is an excellent opportunity to join a high-performing investment team and play a key role in delivering long-term value through rigorous fund selection.
To apply, please send your CV in Word format to: fundmanagement@octaviusfinance.com
Contact Detail:
Octavius Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Analyst
✨Tip Number 1
Network with professionals in the investment industry, especially those who work in fund manager research. Attend industry conferences or webinars to meet potential colleagues and learn about the latest trends in equity investing.
✨Tip Number 2
Familiarise yourself with the specific equity strategies and investment styles mentioned in the job description. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 3
Brush up on your analytical skills, particularly in Excel and PowerPoint. Consider taking online courses or tutorials that focus on advanced functions and data visualisation techniques to impress during the interview process.
✨Tip Number 4
Stay updated on current market trends and recent performance of equity funds. Being able to discuss recent developments and their implications for fund selection will demonstrate your proactive approach and genuine interest in the role.
We think you need these skills to ace Senior Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in fund manager research or direct equity investing. Emphasise your analytical skills and any CFA qualifications, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of equity strategies and investment styles. Mention specific examples of how you've contributed to fund selection or performance outcomes in previous roles.
Highlight Technical Skills: Since strong skills in Excel and PowerPoint are required, ensure you mention any relevant projects or experiences where you've used these tools effectively. If you're familiar with Bloomberg or Morningstar Direct, include that too.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A detail-oriented approach is essential, so make sure everything is polished and professional.
How to prepare for a job interview at Octavius Finance
✨Showcase Your Analytical Skills
As a Senior Investment Analyst, your analytical abilities are crucial. Be prepared to discuss specific examples of how you've used quantitative techniques to evaluate fund managers or investment strategies in the past.
✨Demonstrate Industry Knowledge
Familiarise yourself with current trends in equity investing and fund manager performance. Being able to discuss recent market developments or changes in investment styles will show that you are engaged and knowledgeable about the industry.
✨Prepare for Technical Questions
Expect technical questions related to equity strategies and risk assessment. Brush up on your understanding of various investment styles and be ready to explain how you would assess their fit within a portfolio.
✨Highlight Collaboration Experience
This role involves working closely with portfolio managers and other teams. Share examples of how you've successfully collaborated in previous roles, particularly in cross-functional settings, to demonstrate your teamwork skills.
