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- Tasks: Lead research and investment reporting while collaborating with the CEO.
- Company: Join a dynamic firm focused on innovative investment strategies.
- Benefits: Enjoy flexible part-time hours and opportunities for professional growth.
- Why this job: Make an impact by shaping investment decisions and mentoring others.
- Qualifications: Must be a qualified CA, ACA, CFA or CISI with 5-8 years experience.
- Other info: Ideal for those seeking a unique role in a collaborative environment.
The predicted salary is between 72000 - 108000 £ per year.
You will be required to support the team with Investment Reporting, Research and write-ups on new funds and investment opportunities prior to submission to the Investment Committee. This is a unique role where you will work directly with the CEO to:
- Build and maintain a network of LPs, advisors and placement agents.
- Generate new investment sourcing and pipeline via both desktop research and network.
- Curate pipeline and write research notes on approximately 40 top quartile PE managers and liquid managers.
- Review and re-underwrite existing holdings to enable informed rebalancing discussions.
- Conduct ad hoc projects including maintenance and improvement of tools, templates and databases for opportunities pipeline, network, reporting and information management.
- Prepare monthly and quarterly reporting (including board packs) covering performance, capturing key points from managers' reports and market commentary.
- Monitor and cover managers, capturing key notes from meetings and updates.
- If needed, mentor junior team members on improving reporting product, approach and critical thinking.
This would suit a qualified CA, ACA, CFA or CISI with a minimum of 5-8 years relevant work experience who would like to work in a part-time capacity.
Head of Research employer: Mayford James
Contact Detail:
Mayford James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Research
✨Tip Number 1
Network like a pro! Since this role involves building and maintaining relationships with LPs, advisors, and placement agents, start reaching out to professionals in the investment community. Attend industry events, webinars, or even local meetups to expand your connections.
✨Tip Number 2
Stay updated on market trends and investment opportunities. Regularly read financial news, research reports, and industry publications to ensure you’re well-informed. This knowledge will not only help you in interviews but also demonstrate your passion for the field.
✨Tip Number 3
Prepare to discuss your experience with investment reporting and research. Be ready to share specific examples of how you've successfully sourced investments or improved reporting processes in your previous roles. This will showcase your expertise and fit for the position.
✨Tip Number 4
Consider how you can add value to our team. Think about innovative ideas or improvements you could bring to the tools and templates we use. Presenting these during your discussions can set you apart as a proactive candidate who is ready to contribute from day one.
We think you need these skills to ace Head of Research
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment reporting and research. Emphasise any previous roles where you've worked closely with senior management or on similar projects.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in the Head of Research position. Mention your qualifications (CA, ACA, CFA, or CISI) and how your 5-8 years of experience align with the job requirements.
Showcase Your Network: Highlight your existing network of LPs, advisors, and placement agents in your application. Provide examples of how you've successfully generated investment opportunities through these connections.
Demonstrate Analytical Skills: Include specific examples of how you've conducted research and analysis in previous roles. Discuss any tools or methodologies you used to curate investment pipelines or prepare reports.
How to prepare for a job interview at Mayford James
✨Showcase Your Research Skills
Prepare to discuss your previous research projects in detail. Highlight how you approached investment opportunities and the methodologies you used to analyse funds. This will demonstrate your capability to handle the responsibilities of the role.
✨Network Like a Pro
Since the role involves building and maintaining a network of LPs and advisors, be ready to talk about your existing connections in the industry. Share examples of how you've successfully leveraged your network for investment sourcing in the past.
✨Be Ready for Technical Questions
Expect questions that test your understanding of investment reporting and performance metrics. Brush up on key financial concepts and be prepared to discuss how you would approach re-underwriting existing holdings.
✨Demonstrate Leadership and Mentoring Experience
As mentoring junior team members is part of the job, be prepared to share your experiences in leading teams or guiding colleagues. Discuss specific instances where you improved a process or helped someone develop their skills.
