At a Glance
- Tasks: Conduct detailed research and analysis on public equity investments.
- Company: Join a prestigious Single Family Office in London with a focus on absolute returns.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Other info: Opportunity to present at high-level meetings and engage with UHNW individuals.
- Why this job: Make impactful investment decisions and grow your career in a collaborative team.
- Qualifications: 4-6 years of experience in public equity analysis or family office roles.
The predicted salary is between 54000 - 66000 £ per year.
A London-based Single-Family Office is looking to hire a Junior Investment Manager in the Public Equity team to join their established entity in London. The successful applicant will report to Senior Investment Managers and the Chief Investment Officer. The family office holds an Absolute Return philosophy and invests across all asset classes, with a significant weighting invested in a mature Public Equity portfolio (via both direct holdings and third-party managed segregated accounts). The public equity portfolio primarily invests in developed equities, with a quality focus. The family invests across the entire spectrum of the global public equity markets, with a geographical bias to the US, followed by Asia and then Europe.
To be successful in this role you will have experience researching, analysing, and ultimately making investment recommendations and/or investing in listed equities within a Family office, buy-side or research role. The candidate will be expected to monitor the existing portfolio, ensuring timely reporting to the principals and other external stakeholders. The candidate will be flexible and creative in their approach with regards to investment ideas to ensure the best outcome for the family office. Having a technical understanding is important but personal and cultural fit is of equal value to the family. The role will be based in London and with some travel expected.
Professional Background:
- The successful candidate will have a strong technical knowledge of all aspects of public market analysis.
- Will have experience of public equity portfolio management and is likely to have been working in another family office, buy-side public equity role or research function.
- Will have an in-depth knowledge of the intricacies of Public Equity reporting, analysis and KPIs.
- Will have the ability to conduct thorough research to identify potential investment opportunities, with an understanding of risk assessment and mitigation strategies within a portfolio.
- Will have the capability to present their ideas and strategies clearly to stakeholders, with a keen eye for detail and accuracy.
- Ideally will have experience in a family office or of dealing with UHNW individuals but this is not essential.
- A relevant professional qualification such as CFA Charterholder or Chartered Accountancy is preferred but not required.
- Must be proactive and a self-starter but equally at home as part of a wider team.
Relevant Experience:
- A minimum of 4-6 years of relevant professional experience in family office, buy-side public equity role or research function.
- Sound judgement and track record of analysing potential new investment opportunities and assessing risks and opportunities.
- Knowledge and experience of a wide range of stocks, geographies and markets.
- Experienced with financial models for valuations and financial returns analysis.
- Evidence of a genuine interest in investing.
Responsibilities:
- Detailed research on companies and industries, including qualitative and quantitative research.
- Provide quarterly commentary on the public equity markets by sector and geography and make recommendations.
- Oversee quarterly valuations.
- Prepare monthly equity reports on the consolidated portfolio movement and market commentary.
- Prepare weekly IPO reports.
- Present at weekly Investment Committee meetings and in time bi-annual Trust meetings.
- Liaise with, and direct, segregated account managers.
- Initial focus will be on Public Equity management experience with a view to taking further responsibility for areas of the total portfolio as the role progresses.
If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume to candidates@agreusgroup.com
Junior Investment Manager (Public Equity), Single Family Office – London employer: Agreus Group
Join a prestigious Single Family Office in London, where you will be part of a dynamic Public Equity team that values both technical expertise and cultural fit. The company fosters a collaborative work environment, offering opportunities for professional growth and development while investing in a diverse portfolio across global markets. With a commitment to an Absolute Return philosophy, employees benefit from a supportive culture that encourages innovative investment strategies and personal initiative.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Investment Manager (Public Equity), Single Family Office – London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Agreus Group, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Agreus Group.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Agreus Group.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Agreus Group, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Junior Investment Manager (Public Equity), Single Family Office – London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Agreus Group want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Agreus Group.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Agreus Group will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Agreus Group. Numbers speak louder than words!
How to prepare for a job interview at Agreus Group
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Agreus Group want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAgreus Group.
