Investment Analyst – Manager Monitoring recruitment
International Investment Consultancy is seeking an Investment Analyst for their Investment Management Monitoring team.
The role will encompass establsihing whether a manager has digressed from their investment style of the manager's corporate entity.
Responsibilities will include:-
Day to day responsibility for monitoring designated asset classes / investment managers undertaking detailed analysis of portfolios for the purposes of supporting the team’s understanding and interpretation of the manager’s investment decision making process. This will include fundamental analysis relating to the key characteristics of the individual portfolios as well as how they can combine as part of the multi-manager packages.
Acquiring a thorough understanding of investment managers' investment disciplines and their expected portfolio characteristics and investment activities, employing an evidence-based approach throughout.
Assessing whether the characteristics of, and activity within, the investment portfolios are consistent with the managers' espoused investment disciplines and be able to identify any inconsistencies.
Identifying, summarising and presenting the key investment issues for discussion at regular manager monitoring meetings based on the underlying portfolio analysis. Attendance at and recording such meetings.
Analysing multi-manager investment packages, including fundamental characteristics of aggregate portfolio. Liaising with managers and uploading data into applications and proprietary tools as necessary.
Contributing to the continuous effort to evolve and improve our analytical processes.
Compiling investment commentaries for the designated asset classes/investment managers for inclusion in regular investment reports, discussing the key issues arising from analysis of the underlying investments and the manager’s portfolio activities.
An assessment of portfolio risk (relative, absolute, tracking error etc.) Assess the degree of conviction/active exposures within the portfolio. Analysis of historic investment results including detailed performance attribution and also by following/recording news flow on portfolio holdings.
Organising meetings with investment managers on the basis agreed with the Head of Investment Manager Monitoring.
Educational background in investments and/or finance (CFA qualification would be an advantage), with a fundamental knowledge of portfolio theory, security analysis and equity related instruments; in the absence of any formal qualification an individual with deep relevant experience would also be considered.
Minimum 2 years’ experience in a similar role is a requirement.
Previous investment experience in a fund management organisation or consulting firm would be a clear advantage.
Working experience of fundamental analysis would be advantagous.
High degree of computer literacy.
Self-motivated, able to work independently and use initiative;• Flexible attitude and adaptable in day-to-day activities.
Excellent communication and interpersonal skills to work effectively in a small team environment.