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- Tasks: Join our team as a Junior Investment Manager, focusing on public equity analysis and investment recommendations.
- Company: We're a prestigious Single-Family Office in London, dedicated to absolute return investments across various asset classes.
- Benefits: Enjoy a dynamic work environment with opportunities for travel and professional growth.
- Why this job: Be part of a collaborative culture that values creativity and personal fit, while making impactful investment decisions.
- Qualifications: 4-6 years of experience in public equity roles; CFA or similar qualifications preferred but not essential.
- Other info: This role offers a chance to engage with high-net-worth individuals and develop your investment expertise.
The predicted salary is between 48000 - 84000 £ per year.
Junior Investment Manager (Public Equity), Single Family Office – London
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 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 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.
- 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:
Primary responsibilities of the role will include:
- 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.
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Contact Detail:
Agreus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Property Manager – Single-Family Office, London
✨Tip Number 1
Network with professionals in the family office and investment management space. Attend industry events, webinars, or local meetups to connect with individuals who may have insights or connections that could help you land this role.
✨Tip Number 2
Stay updated on current trends in public equity markets, especially focusing on the US, Asia, and Europe. Being able to discuss recent developments and their potential impact on investments during interviews will demonstrate your knowledge and enthusiasm for the role.
✨Tip Number 3
Prepare to showcase your analytical skills by discussing specific examples of past investment recommendations you've made. Highlight your ability to conduct thorough research and present findings clearly, as this is crucial for the role.
✨Tip Number 4
Familiarise yourself with the family office's investment philosophy and values. Understanding their Absolute Return approach and how they assess risk will help you align your responses during interviews and show that you're a good cultural fit.
We think you need these skills to ace Property Manager – Single-Family Office, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in public equity portfolio management and research. Emphasise any roles you've had in family offices or buy-side environments, showcasing your analytical skills and investment recommendations.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the Single-Family Office's investment philosophy. Discuss your experience with public equities and how you can contribute to their Absolute Return strategy, while also demonstrating your cultural fit.
Showcase Your Research Skills: In your application, provide examples of your research on companies and industries. Highlight any specific investment opportunities you've identified and the outcomes of those investments, as this will demonstrate your analytical capabilities.
Prepare for Interviews: If selected for an interview, be ready to discuss your previous experiences in detail. Prepare to present your investment ideas clearly and concisely, as well as your approach to risk assessment and portfolio management.
How to prepare for a job interview at Agreus
✨Showcase Your Analytical Skills
Be prepared to discuss your experience in researching and analysing public equities. Highlight specific examples where your analysis led to successful investment recommendations, as this will demonstrate your technical knowledge and ability to contribute to the team.
✨Understand the Family Office Culture
Familiarise yourself with the unique culture of family offices, especially their focus on long-term relationships and personalised service. Be ready to discuss how you can fit into this environment and contribute positively to the family's investment philosophy.
✨Prepare for Technical Questions
Expect questions that test your understanding of public market analysis, KPIs, and risk assessment strategies. Brush up on financial models and be ready to explain your thought process behind valuations and investment decisions.
✨Demonstrate Proactivity and Team Spirit
Share examples of how you've taken initiative in previous roles while also being a collaborative team player. This balance is crucial for the role, so emphasise your ability to work independently and as part of a wider team.
