Private Markets Senior Research Analyst

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.

#J-18808-Ljbffr