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- Tasks: Support investment reporting and research on funds and opportunities.
- Company: Join a dynamic family office focused on innovative investment strategies.
- Benefits: Enjoy flexible part-time hours and the chance to work closely with top executives.
- Why this job: Gain hands-on experience in investment analysis while mentoring junior team members.
- Qualifications: Qualified CA, ACA, CFA or CISI with 5-8 years of relevant experience required.
- Other info: Opportunity to build a network with LPs and industry experts.
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 with both the CEO and the Head of Research 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.
Research and Reporting Executive - Family Office (Part Time) employer: Mayford James
Contact Detail:
Mayford James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Research and Reporting Executive - Family Office (Part Time)
✨Tip Number 1
Network actively within the investment community. Attend industry events, webinars, and conferences to connect with LPs, advisors, and placement agents. Building these relationships can give you an edge in sourcing new investment opportunities.
✨Tip Number 2
Stay updated on market trends and developments in private equity and liquid investments. Regularly read industry reports and publications to enhance your knowledge, which will be invaluable when curating research notes and engaging in discussions with the team.
✨Tip Number 3
Familiarise yourself with the tools and databases commonly used in investment reporting and research. Being proficient in these systems will not only help you in your role but also demonstrate your commitment to improving processes and efficiency.
✨Tip Number 4
Prepare to discuss your previous experiences in investment analysis and reporting during the interview. Highlight specific projects where you successfully contributed to investment decisions or improved reporting processes, showcasing your critical thinking skills.
We think you need these skills to ace Research and Reporting Executive - Family Office (Part Time)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment reporting, research, and any specific qualifications like CA, ACA, CFA, or CISI. Emphasise your ability to work with senior management and your experience in maintaining networks.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the role and how your background aligns with the responsibilities outlined in the job description. Mention your experience with investment sourcing and your skills in writing research notes.
Showcase Relevant Skills: Highlight skills that are particularly relevant to the role, such as analytical thinking, attention to detail, and proficiency in reporting tools. Provide examples of how you've successfully managed similar tasks in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial for this role.
How to prepare for a job interview at Mayford James
✨Know Your Investment Landscape
Familiarise yourself with the current trends in private equity and liquid investments. Be prepared to discuss recent developments and how they might impact investment strategies, as this role involves significant research and reporting on new funds.
✨Showcase Your Analytical Skills
Since the position requires reviewing and re-underwriting existing holdings, be ready to demonstrate your analytical abilities. Prepare examples of how you've approached similar tasks in the past, focusing on your critical thinking and decision-making processes.
✨Network Like a Pro
Highlight your experience in building and maintaining professional relationships. Discuss how you’ve successfully generated investment opportunities through networking, as this role will require you to leverage connections with LPs, advisors, and placement agents.
✨Prepare for Reporting Challenges
As monthly and quarterly reporting is a key part of the job, be prepared to discuss your experience with reporting tools and methodologies. Bring examples of reports you've created and be ready to explain how you ensure accuracy and clarity in your presentations.
