Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as an Investment and Research Executive, focusing on sourcing and curating top investment opportunities.
- Company: Be part of a dynamic investment firm dedicated to excellence in private equity and public fund management.
- Benefits: Enjoy flexible working options, competitive salary, and opportunities for professional growth.
- Why this job: This role offers a chance to impact investment strategies while collaborating with industry leaders.
- Qualifications: Ideal candidates have 5+ years in investment management and relevant qualifications like CFA or CISI.
- Other info: Engage in exciting projects that enhance tools and databases for better investment insights.
The predicted salary is between 43200 - 72000 £ per year.
Responsibilities include:
- Maintain and develop network of LPs, advisors and placement agents.
- Investment sourcing, both private equity and public fund managers, and pipeline generation via both desktop research and network.
- Curating pipeline and writing research notes on approximately 40 top quartile PE managers and liquid managers.
- Support team with investment reports and coverage working with the team on:
- Monthly and quarterly reporting (including board packs) preparation covering performance, capturing key points from managers' reports, company earnings summaries and market commentary.
- Investment manager monitoring and coverage capturing key notes from meetings and updates.
- Ad hoc projects including maintenance and improvement of tools, templates and databases for opportunities pipeline, network and reporting.
Qualifications:
- CFA, CISI, qualified accountant or equivalent.
- At least 5 years’ experience working in investment management, private equity, or other related areas of finance.
Contact Detail:
Mayford James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment and Research Executive
✨Tip Number 1
Networking is key in the investment world. Attend industry events, webinars, and conferences to meet LPs, advisors, and placement agents. Building genuine relationships can lead to valuable opportunities.
✨Tip Number 2
Stay updated on market trends and top quartile PE managers. Subscribe to relevant financial news outlets and research platforms to enhance your knowledge and be prepared for discussions during interviews.
✨Tip Number 3
Showcase your analytical skills by preparing mock investment reports or research notes. This will not only demonstrate your expertise but also give you a practical edge when discussing your experience with potential employers.
✨Tip Number 4
Familiarise yourself with the tools and databases commonly used in investment management. Being proficient in these can set you apart from other candidates and show your commitment to the role.
We think you need these skills to ace Investment and Research Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, private equity, or finance. Emphasise your network-building skills and any specific achievements related to sourcing investments.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the role of Investment and Research Executive. Mention your qualifications like CFA or CISI and how your 5+ years of experience align with the responsibilities outlined in the job description.
Showcase Your Research Skills: Provide examples of how you've successfully sourced investments or curated research notes in previous roles. This will demonstrate your ability to generate pipelines and support the team effectively.
Highlight Team Collaboration: Mention any experiences where you've worked closely with teams on reporting or ad hoc projects. This shows that you can contribute to monthly and quarterly reporting and collaborate on improving tools and databases.
How to prepare for a job interview at Mayford James
✨Know Your Investment Landscape
Familiarise yourself with the current trends in private equity and public fund management. Be prepared to discuss recent developments and how they might impact investment strategies, as this shows your passion and understanding of the industry.
✨Demonstrate Networking Skills
Since the role involves maintaining a network of LPs, advisors, and placement agents, be ready to share examples of how you've successfully built and leveraged professional relationships in the past. This will highlight your ability to thrive in a networking-heavy environment.
✨Showcase Research Abilities
Prepare to discuss your experience with desktop research and how you've curated investment pipelines in previous roles. Bring examples of research notes or reports you've written to demonstrate your analytical skills and attention to detail.
✨Be Ready for Technical Questions
Expect questions related to investment performance metrics and reporting. Brush up on key financial concepts and be prepared to explain how you would approach monthly and quarterly reporting tasks, showcasing your technical expertise and problem-solving skills.
