Role Requirements
:
Generate new investment ideas and produce materials to take to our clients and prospects
Conduct due diligence meetings with managers to set fund ratings and assume responsibility for ongoing monitoring
Participate in investment committee meetings and debates, and provide regular updates on investment views
Attend client meetings as a research specialist
Oversee junior members of the team to help them deliver research projects
Deliver training to colleagues on related topics
Potential for this role to expand into portfolio analyst role covering fund of fund products
Experience and Competencies Required:
Working towards the CFA or similar exams, or qualified
4-7 years of experience in financial services with experience in Private Equity manager research and understanding of the asset management industry and markets
Excellent analytical and communication skills including strong presentation skills
Preferred experience in day-to-day portfolio management (including portfolio construction and implementation) of a Fund of Funds private markets portfolio. Experience in contributing to the investment strategy decisions of the fund – regarding asset allocation, portfolio construction and manager selection.
Preferred experience in daily portfolio management/implementation duties – risk monitoring, exposure analysis, performance attribution, reporting etc.
Preferred experience in collaborating with teams both internally and externally and across functions – Risk Management, Legal, Compliance, Data providers, Distribution partners, Fund Managers, and Technology, etc.
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