At a Glance
- Tasks: Shape a public markets portfolio and evaluate top investment funds.
- Company: Join a prestigious family office with a sophisticated investment approach.
- Benefits: Competitive salary, professional development, and networking opportunities.
- Other info: Dynamic role with significant career growth and exposure to industry leaders.
- Why this job: Make a real impact in investment decisions for a high-profile family office.
- Qualifications: 2-6 years of investment experience and strong analytical skills.
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.
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.
Investment Associate Hedge Fund 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. Our commitment to professional development and a collaborative work culture fosters an environment where your analytical skills and investment acumen can thrive. With access to a global network of allocators and fund managers, this role not only offers competitive compensation but also significant potential for personal and professional growth within a dynamic and supportive team.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Associate Hedge Fund 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 hedge fund space, the better your chances of landing that Investment Associate role.
✨Tip Number 2
Show off your analytical skills! Be ready to discuss your previous investment experiences and how you've evaluated funds. Prepare some examples of your work with hedge funds or public markets to impress during interviews.
✨Tip Number 3
Don’t underestimate the power of a tailored approach. When you apply through our website, make sure your application highlights your specific experience with non-correlated hedge funds and public market strategies. Stand out by showing you understand the family office's unique needs.
✨Tip Number 4
Stay updated on market trends! Read up on the latest news in public markets and hedge funds. Being knowledgeable about current events will not only help you in interviews but also show your genuine interest in the role.
We think you need these skills to ace Investment Associate Hedge Fund in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your investment experience, especially in public markets and hedge funds. 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 excited about this opportunity and how your experience makes you a perfect fit. We love seeing genuine enthusiasm and a clear understanding of our investment approach.
Showcase Your Analytical Skills:Since the 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 how you can contribute to our investment decisions.
Apply Through Our Website:Don’t forget to apply 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 Lutyens Advisory
✨Know Your Hedge Funds
Make sure you brush up on your knowledge of hedge funds and public market strategies. Be prepared to discuss specific funds you've worked with, their performance metrics, and how they fit into a broader investment strategy. This shows you're not just familiar with the theory but have practical experience too.
✨Master the Art of Diligence Reports
Since you'll be drafting investment diligence reports, practice articulating your thought process clearly and concisely. Prepare examples of past reports or analyses you've done, highlighting your analytical skills and attention to detail. This will demonstrate your capability to contribute from day one.
✨Network Like a Pro
Networking is key in this role, so come ready to discuss your existing connections within the investment community. Share how you've built relationships with allocators and fund managers, and be prepared to talk about how you plan to expand that network further. This shows your proactive approach to building valuable industry ties.
✨Showcase Your Analytical Skills
With strong quantitative skills being essential, prepare to discuss your experience with data analysis and portfolio management. Bring examples of how you've used Excel for data manipulation and modelling, and if possible, share insights from your use of Bloomberg. This will highlight your technical proficiency and readiness for the role.
