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- Tasks: Assist with investment research and analysis, preparing reports and leading meetings.
- Company: Join a dynamic firm focused on innovative investment solutions and manager research.
- 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 finance and eager to learn in a fast-paced setting.
The predicted salary is between 36000 - 60000 £ 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.
Management Analyst - eFinancialCareers employer: eFinancialCareers
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 discussions 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, as they are crucial for this role. Consider taking online courses or workshops that focus on performance measurement and risk assessment.
✨Tip Number 4
Prepare to discuss how you would integrate ESG considerations into your investment analysis. This is becoming increasingly important in the industry, and demonstrating your knowledge could set you apart from other candidates.
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: Write a compelling cover letter that outlines your understanding of the role and how your background aligns with the responsibilities listed. Emphasise your experience with due diligence processes and your ability to conduct thorough investment research.
Showcase Relevant Skills: In your application, clearly showcase your skills in performance measurement, risk assessment, and ESG integration. Provide examples of how you've applied these skills in previous roles or projects.
Prepare for Interviews: If selected for an interview, be ready to discuss your previous experiences in manager selection and fund research. Prepare to articulate your approach to integrating ESG considerations into investment analysis, as this is a key requirement for the 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 strategies, performance measurement, and risk assessment. Brush up on your knowledge of global equity strategies and be ready to explain how you would evaluate third-party investment managers.
✨Highlight Your Communication Skills
You'll be required to prepare clear reports and participate in meetings with external managers. Practice articulating your thoughts clearly and concisely, and consider preparing a sample 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 and monitoring processes. Familiarise yourself with current trends and best practices in ESG investing.
