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For Companies At a Glance
- Tasks: Source and select public market funds while conducting in-depth manager research.
- Company: Join a prestigious family office with a sophisticated investment approach.
- Benefits: Competitive salary, professional development, and networking opportunities.
- Other info: Dynamic role with excellent career growth and exposure to industry leaders.
- Why this job: Shape a public markets portfolio and make a real impact in investment decisions.
- Qualifications: 2-6 years of investment experience and strong analytical skills required.
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). 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.
- Collaboration: 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.
- 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. The core attributes/experience required of the successful candidate:
- 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 (e.g. family office, endowment, pension or fund-of-funds). Prior 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 in London employer: Lutyens Advisory
Contact Detail:
Lutyens Advisory Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate, Public Market Funds - Lutyens Advisory in London
✨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 to make decisions. They’ll want to see that you can think critically about fund performance.
✨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-notch portfolio.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your skills. Plus, applying directly shows your enthusiasm for the role and the company!
We think you need these skills to ace Investment Associate, Public Market Funds - Lutyens Advisory in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Investment Associate role. Highlight your experience in sourcing and selecting public market funds, and don’t forget to mention any relevant skills like your analytical prowess and familiarity with hedge funds.
Showcase Your Writing Skills: Since the role requires drafting investment diligence reports, it’s crucial to demonstrate your writing ability. Use clear, concise language in your application and provide examples of any previous reports or analyses you've done that showcase your analytical skills.
Highlight Relevant Experience: We want to see your investment experience shine through! Be specific about your past roles, especially if you’ve worked with hedge funds or public markets. Mention any tools you’ve used, like Bloomberg, and how they’ve helped you in your analysis.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Lutyens Advisory
✨Know Your Numbers
As an Investment Associate, you'll need to demonstrate strong quantitative skills. Brush up on your ability to analyse manager returns and risk exposures. Be prepared to discuss specific metrics and how they relate to investment decisions.
✨Master the Art of Diligence
You'll be drafting investment diligence reports, so practice writing clear and incisive analyses. Bring examples of past reports or analyses you've done to showcase your ability to evaluate funds effectively.
✨Network Like a Pro
This role involves building a peer network of allocators and fund managers. Before the interview, think about how you can leverage your existing connections and what strategies you might use to expand your network further.
✨Stay Ahead of Market Trends
Familiarise yourself with current trends in public markets, hedge funds, and credit funds. Be ready to discuss recent market intelligence and how it could impact asset allocation decisions. Showing that you're informed will impress the interviewers.