At a Glance
- Tasks: Help shape a sophisticated public markets portfolio for a prominent family office.
- Company: Join a newly-formed family office in London with a multi-asset investment strategy.
- Benefits: Competitive salary, professional development, and networking opportunities in the finance industry.
- Other info: Dynamic role with significant career growth potential and exposure to top industry professionals.
- Why this job: Make a real impact by sourcing and selecting high-quality public market funds.
- Qualifications: 2-6 years of investment experience, strong analytical skills, and advanced Excel capabilities.
The predicted salary is between 60000 - 80000 € 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.
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 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.
This individual will build on prior investment experience, preferably focused on the sourcing and selection of new public market funds. Responsibilities include:
- 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).
- Assist with building and maintaining a pipeline of high-quality managers in these areas.
- Draft investment diligence reports when proposing new funds, together with ongoing monitoring reports.
- Work closely with the Head of Public Markets, whilst liaising with other members of the investment team who cover other asset classes.
- Prepare investment proposal materials for Investment Advisory Committee and Board.
- Develop and expand a peer network of allocators and fund managers globally.
- Contribute to asset allocation within public markets by highlighting market intelligence gleaned from underlying fund managers, as well as conducting relevant market analysis.
- Assist with the analysis and management of the portfolio, supporting tactical and strategic allocation decisions.
This individual will bring a minimum of 2 years of investment experience, preferably focused on the sourcing and selection of new public market funds. 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 (e.g. family office, endowment, pension or fund-of-funds). Prior knowledge of the hedge fund universe is an advantage.
Key skills required:
- 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.
- Highly motivated to help build a top-performing public markets programme.
- Strong analytical and relationship-building skills.
- 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.
The role requires 4-5 days in the London office per week with occasional travel to meet managers and industry peers.
Credit Investment Associate in London employer: Lutyens Advisory
Join a prestigious family office in London, where you will have the unique opportunity to shape a sophisticated public markets investment portfolio. With a commitment to professional development and a collaborative work culture, this role offers significant growth opportunities alongside experienced investment professionals. Enjoy the benefits of working in a dynamic environment that values innovation and strategic thinking, all while being part of a long-term vision for impactful investing.
StudySmarter Expert Advice🤫
We think this is how you could land Credit Investment Associate in London
✨Tip Number 1
Networking is key! Get out there and connect with industry professionals, attend events, and join relevant online forums. The more people you know in the investment world, the better your chances of landing that dream role.
✨Tip Number 2
Show off your analytical skills! When you get the chance to chat with potential employers, be ready to discuss your past experiences with fund selection and portfolio management. Bring examples of your work to the table to really impress them.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone or having an interview, drop them a quick email to thank them for their time and reiterate your interest. It keeps you on their radar and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Credit Investment Associate in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Credit Investment Associate. Highlight your relevant experience in sourcing and selecting public market funds, and don’t forget to showcase your analytical skills and any previous work with hedge funds.
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 background aligns with the family office's long-term investment strategy. Keep it concise but impactful!
Showcase Your Analytical Skills:Since the role requires strong quantitative skills, make sure to include examples of your analytical work. Whether it’s through investment due diligence papers or portfolio analysis, demonstrate how you’ve used data to drive decisions in your past roles.
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 this exciting opportunity to shape a sophisticated public markets portfolio!
How to prepare for a job interview at Lutyens Advisory
✨Know Your Numbers
Brush up on your quantitative skills and be ready to discuss specific metrics related to hedge funds and public market investments. Make sure you can analyse manager returns and risk exposures confidently, as this will show your analytical prowess.
✨Master the Market
Stay updated on current trends in public markets, especially regarding non-correlated hedge funds and specialist credit funds. Being able to discuss recent market intelligence or insights from fund managers will demonstrate your proactive approach and understanding of the investment landscape.
✨Showcase Your Diligence Skills
Prepare to talk about your experience in drafting investment diligence reports. Bring examples of your previous work that highlight your ability to write incisive and detailed analyses, as this is crucial for the role.
✨Network Like a Pro
Think about how you've built your network in the past and be ready to share your strategies for developing relationships with allocators and fund managers. This role requires strong relationship-building skills, so showcasing your networking abilities will set you apart.
