Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the Head of Public Markets in sourcing and selecting top public market funds.
- Company: Join a prestigious family office with a sophisticated investment approach.
- Benefits: Competitive salary, professional development, and networking opportunities in finance.
- Other info: Dynamic London-based role with opportunities for travel and industry networking.
- Why this job: Shape a high-impact public markets portfolio with significant capital and long-term vision.
- Qualifications: 2-6 years of investment experience, strong analytical skills, and advanced Excel proficiency.
The predicted salary is between 50000 - 70000 £ per year.
Our client is the newly-formed family office of a prominent Middle Eastern family. The office is based in London and responsible for a multi-asset, ‘endowment style’ portfolio. The investment office will manage a multi-asset portfolio, investing through funds across public and private markets. The investment office will be allocating to non-correlated hedge funds, highly active long-only equity and specialist credit funds, together with some passive exposures. The investment office works closely with an external Investment Advisory Committee made up of experienced investment professionals who have specialist expertise in a variety of areas. Investment decisions are taken by an independent Board rather than by family members.
Public Markets Programme
The public markets portfolio encompasses listed equities, credit, fixed income (investment grade), and hedge funds. A large portion of this is represented by a core of passive investments. The proposed portfolio structure combines passive exposures with allocations to a limited number of high quality and highly active managers.
The Role
The family office is committed to a programme of continued professionalisation of their investment vehicle. The investment office is seeking an Investment Associate to report to the new Head of Public Markets and to help them build a public markets investment portfolio. This is a rare opportunity to shape a public markets portfolio for a sophisticated family office with a long-term outlook and significant capital to deploy.
Key Responsibilities
- Fund Sourcing & Due Diligence: Assist with sourcing, evaluating, and selecting public markets funds, focusing on non-correlated hedge funds, highly active long-only equity funds, and specialist credit funds (with potential to extend remit to private credit funds).
- Pipeline Development: Assist with building and maintaining a pipeline of high-quality managers in these areas.
- Diligence Reports: Draft investment diligence reports when proposing new funds, together with ongoing monitoring reports.
- Collaboration: Work closely with the Head of Public Markets, whilst liaising with other members of the investment team who cover other asset classes.
- Proposal Materials: Prepare investment proposal materials for Investment Advisory Committee and Board.
- Network Building: Develop and expand a peer network of allocators and fund managers globally.
- Market Intelligence: Contribute to asset allocation within public markets by highlighting market intelligence gleaned from underlying fund managers, as well as conducting relevant market analysis.
- Portfolio Analysis & Management: Assist with the analysis and management of the portfolio, supporting tactical and strategic allocation decisions.
Candidate Profile & Attributes
This individual will bring a minimum of 2 years of investment experience, preferably focused on the sourcing and selection of new public market funds.
Experience: Ideally 2-6 years of investment experience at respected institutional platforms, ideally focused on allocating to hedge funds and other public markets funds, at respected institutions (family office, endowment, pension or fund-of-funds).
Prior Knowledge: Knowledge of the hedge fund universe is an advantage.
Skills: Ability to write incisive, analytical, and detailed investment due diligence papers. Demonstrates strong quantitative skills, including analysis of manager returns and risk exposures. Advanced Excel capability, including data manipulation and modelling. Experience using Bloomberg for data extraction and portfolio analysis. Familiarity with AI tools is a strong advantage.
Personal Characteristics: Highly motivated to help build a top-performing public markets programme. Strong analytical and relationship-building skills. Excellent written and verbal communication skills. Presentable and credible when dealing with senior individuals. Team player. Attention to detail.
Qualifications: Highly intelligent and numerate, with relevant qualifications and strong academic credentials. Undergraduate degree with a strong track record of academic achievement preferred. CFA or equivalent is a strong advantage.
Location
The role requires 4-5 days in the London office per week with occasional travel to meet managers and industry peers. Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.
Investment Associate, Public Market Funds - Lutyens Advisory employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate, Public Market Funds - Lutyens Advisory
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend investment conferences, and join relevant online forums. The more people you know in the public markets space, the better your chances of landing that Investment Associate role.
✨Tip Number 2
Show off your analytical skills! When you get the chance to chat with potential employers, be ready to discuss your previous investment experiences and how you've used data analysis to make decisions. This will demonstrate your fit for the role and your understanding of the market.
✨Tip Number 3
Tailor your pitch! When you're in interviews or networking situations, make sure to highlight your experience with hedge funds and public market funds. Show them you understand their needs and how you can contribute to building a top-performing portfolio.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows you're serious about the opportunity and gives us a chance to see your enthusiasm for joining our team at Lutyens Advisory.
We think you need these skills to ace Investment Associate, Public Market Funds - Lutyens Advisory
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your investment experience, especially in public markets and fund selection. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant skills and achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about building a public markets portfolio and how your previous experiences make you the perfect fit for our team. Keep it concise but impactful!
Showcase Your Analytical Skills: Since this role requires strong analytical abilities, make sure to include examples of your quantitative skills in your application. Whether it's through past projects or specific tools you've used, we want to see your analytical prowess in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Funds
Before the interview, dive deep into the types of public market funds the family office is interested in. Familiarise yourself with hedge funds, long-only equity funds, and specialist credit funds. Being able to discuss specific funds and their performance will show your expertise and enthusiasm for the role.
✨Master the Diligence Report
Since you'll be drafting investment diligence reports, practice writing concise and analytical pieces. Prepare a mock report on a fund you admire, highlighting key metrics and insights. This will not only sharpen your skills but also give you a tangible example to discuss during the interview.
✨Network Like a Pro
Start building your network of allocators and fund managers now. Reach out to industry professionals on LinkedIn or attend relevant events. Mentioning your proactive networking efforts in the interview can demonstrate your commitment to the role and your ability to foster valuable relationships.
✨Showcase Your Analytical Skills
Brush up on your quantitative skills, especially in Excel and data analysis. Be prepared to discuss how you've used these skills in previous roles. You might even want to bring along examples of your work or analyses to showcase your capabilities and attention to detail.