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For Companies At a Glance
- Tasks: Join us to source investments and curate research notes on top-tier managers.
- Company: We are a leading investment firm focused on private equity and public fund management.
- Benefits: Enjoy flexible working options and access to exclusive industry insights.
- Why this job: Be part of a dynamic team making impactful investment decisions in a fast-paced environment.
- Qualifications: You need a CFA, CISI, or equivalent with 5+ years in investment management.
- Other info: Opportunity for growth and development in a collaborative culture.
The predicted salary is between 43200 - 72000 £ per year.
Responsibilities include:
- Maintain and develop network of LPs, advisors and placement agents.
- Investment sourcing, both private equity and public fund managers, and pipeline generation via both desktop research and network.
- Curating pipeline and writing research notes on approximately 40 top quartile PE managers and liquid managers.
- Support team with investment reports and coverage working with the team on:
- Monthly and quarterly reporting (including board packs) preparation covering performance, capturing key points from managers' reports, company earnings summaries and market commentary.
- Investment manager monitoring and coverage capturing key notes from meetings and updates.
- Ad hoc projects including maintenance and improvement of tools, templates and databases for opportunities pipeline, network and reporting.
Qualifications:
- CFA, CISI, qualified accountant or equivalent.
- At least 5 years’ experience working in investment management, private equity, or other related areas of finance.
Investment and Research Executive employer: Mayford James
Contact Detail:
Mayford James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment and Research Executive
✨Tip Number 1
Networking is crucial in the investment and research field. Attend industry events, webinars, and conferences to meet potential LPs, advisors, and placement agents. Building these connections can give you an edge in sourcing investments.
✨Tip Number 2
Stay updated on market trends and top quartile private equity managers. Regularly read industry reports and financial news to enhance your knowledge and be prepared for discussions during interviews.
✨Tip Number 3
Demonstrate your analytical skills by preparing mock research notes or investment reports. This will not only sharpen your abilities but also provide you with tangible examples to discuss during interviews.
✨Tip Number 4
Familiarise yourself with the tools and databases commonly used in investment management. Being proficient in these can set you apart from other candidates and show your commitment to the role.
We think you need these skills to ace Investment and Research Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, private equity, or finance. Emphasise your network-building skills and any specific achievements related to sourcing investments.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Investment and Research Executive role. Mention your qualifications, such as CFA or equivalent, and how your experience aligns with the responsibilities outlined in the job description.
Showcase Your Research Skills: Demonstrate your ability to conduct thorough research by including examples of previous projects where you sourced investments or wrote research notes. Highlight your familiarity with top quartile PE managers and liquid managers.
Highlight Team Collaboration: Since the role involves working with a team on reports and projects, mention any past experiences where you collaborated effectively with colleagues. This could include preparing board packs or contributing to investment reports.
How to prepare for a job interview at Mayford James
✨Know Your Investment Landscape
Familiarise yourself with the current trends in private equity and public fund management. Be prepared to discuss recent developments and how they might impact investment strategies, as this shows your passion and understanding of the industry.
✨Demonstrate Networking Skills
Since the role involves maintaining a network of LPs, advisors, and placement agents, be ready to share examples of how you've successfully built and leveraged professional relationships in the past. This will highlight your ability to thrive in a networking environment.
✨Showcase Research Abilities
Prepare to discuss your experience with desktop research and how you curate information. Bring examples of research notes or reports you've written, especially those related to top quartile managers, to demonstrate your analytical skills.
✨Be Ready for Technical Questions
Expect questions that assess your technical knowledge in investment management and finance. Brush up on key financial metrics, reporting standards, and performance evaluation methods to confidently answer any queries that may arise.
