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- Tasks: Assist with investment research and analysis, preparing reports and leading meetings.
- Company: Join a dynamic team at eFinancialCareers, a leader in financial services recruitment.
- Benefits: Enjoy flexible working options and opportunities for professional growth.
- Why this job: Make an impact in the finance world while developing your analytical skills in a collaborative environment.
- Qualifications: A degree is essential; a master's or CFA is preferred, along with relevant experience.
- Other info: Ideal for those passionate about investment strategies and ESG considerations.
The predicted salary is between 28800 - 48000 £ per year.
Responsibilities:
- Assist with due diligence and fund underwriting processes for both existing and potential new investment managers.
- Support the maintenance and enhancement of investment monitoring systems and documentation processes.
- Conduct quantitative analysis to complement qualitative research across the manager universe, including performance measurement, risk assessment, and peer comparisons.
- Perform portfolio analytics for the fund, examining exposures, attribution, and fundamental characteristics.
- Prepare clear, well-structured written reports documenting investment research and recommendations.
- Participate in (and eventually lead) meetings with external investment managers and other industry counterparties.
Requirements:
- Degree required, master's degree or professional designation (CFA or equivalent) preferred.
- Proven experience in investment manager research with a focus on active global equity/global equities strategies.
- Previous experience in manager research, manager selection, fund research, or fund selection as required.
- Experience in evaluating third-party investment managers through both desk research and in-person meetings.
- Understanding of how to integrate ESG considerations into investment analysis and monitoring.
Contact Detail:
eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Management Analyst - eFinancialCareers
✨Tip Number 1
Familiarise yourself with the latest trends in global equity strategies. This will not only help you understand the market better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment management field. Attend industry events or webinars where you can meet potential colleagues and learn more about the role and its requirements.
✨Tip Number 3
Brush up on your quantitative analysis skills, especially in performance measurement and risk assessment. Being able to demonstrate these skills in practical scenarios can set you apart from other candidates.
✨Tip Number 4
Stay updated on ESG considerations in investment analysis. Understanding how to integrate these factors into your research will show that you are forward-thinking and aligned with current industry standards.
We think you need these skills to ace Management Analyst - eFinancialCareers
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment manager research, particularly focusing on active global equity strategies. Use specific examples to demonstrate your skills in quantitative analysis and portfolio analytics.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities listed, such as conducting due diligence and preparing investment reports. Be sure to mention any relevant qualifications like a CFA designation.
Showcase Your Analytical Skills: When detailing your experience, emphasise your ability to conduct both qualitative and quantitative analyses. Provide examples of how you've evaluated investment managers and integrated ESG considerations into your research.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that your writing is clear and concise. A well-structured application reflects your attention to detail, which is crucial for a Management Analyst role.
How to prepare for a job interview at eFinancialCareers
✨Showcase Your Analytical Skills
As a Management Analyst, you'll need to demonstrate your ability to conduct quantitative analysis. Be prepared to discuss specific examples of how you've used data to inform investment decisions or improve processes in previous roles.
✨Prepare for Technical Questions
Expect questions related to investment manager research and performance measurement. Brush up on key concepts like risk assessment and portfolio analytics, and be ready to explain how you would apply these in real-world scenarios.
✨Highlight Your Communication Skills
You'll need to prepare clear, well-structured reports and participate in meetings with external managers. Practice articulating your thoughts clearly and concisely, and consider preparing a mock report to showcase your writing skills.
✨Understand ESG Integration
Given the increasing importance of ESG considerations in investment analysis, be ready to discuss how you would integrate these factors into your research. Familiarise yourself with current trends and best practices in ESG investing.
