Portfolio Performance Reporting Junior Analyst
Primary Responsibilities and Duties:1. Assume ownership and accountability for the preparation and delivery of the monthly and quarterly performance reports to stakeholders2. Serve as a primary resource to clients, consulting teams, and other internal departments by developing an in-depth knowledge of client’s investment portfolio, reporting methods and performance measurement theory3. Analyze transaction, valuation, and performance data from clients’ custodians and/or investment managers to ensure accurate performance reporting4. Reconcile and track all money movements within client portfolios Read more […]
RESEARCH COMPLIANCE
Responsible for maintaining Chinese Wall policy designed to control information flow by separating public-side personnel from private-side personnel. Assist in maintaining a database to keep track of public- and private-side classifications. Assist with all aspects of research compliance functions, ranging from the implementation of policies in relation to the Chinese Walls procedures, conflicts of interest, and research business. Review and approve research publication to ensure compliance with relevant laws and regulations, in particular relevant securities laws. Review research guidelines and Read more […]
Investment Consulting Analyst
Working in a team made up of junior and senior people from an Actuarial of CFA background you will be involved across the full spectrum of investment advisory to UK pension schemes;Fund Manager ResearchClient workInvestment strategy Candidate requirementsDegree educated (2:1 minimum) and studying towards either FIA or CFADemonstrable experience within an investment consulting environmentStrong written and oral communication skillsStrong PC skills – excel etc. Please note that only candidates with the requisite background will be contacted due to the volume of applications received. Read more […]
Client Reporting/Analyst
Responsibilities will includeBe th key contact within the Client Team for managing the quantitative aspects of client workPrepare quantitative analysis for inclusion in regular and ad hoc materialsAssist with the development of new reporting ideas and templatesProvide assistance to the Trade Support Manager on trade instruction and portfolio monitoringAssist the Client Team on client data requests and liaise with clients on regular data issuesPrepare consolidated client performance figures for internal and marketing purposes Candidate RequirementsDegree educated (preferablty 2:1), IMC/IOCExperience Read more […]
Financial Institution [FIG] M&A Analyst / Associate
Financial Institution [FIG] MA Analyst / Associate My client is a top tier US investment bank that is looking to bring on a FIG MA analyst / associate into its team. My client has a strong FIG MA team with extensive deal flow and pipe line. This is an expansion role. The successful candidate will have extensive financial institutions transaction experience within EMEA. They must of recently / currently be working with a FIG team of a top MA house. My client is happy to look at generalists as long as they can demonstrate extensive FIG transaction experience. Requirements – Read more […]
Senior Manager Researcher
What is essential is an ability to really understand fund managers and how they think, to ask them the questions about their funds that they’d really rather not answer and to really get under the skin of their performance and strategy so as to be able to recommend them to your clients in the knowledge they have been thoroughly vetted. You will be mainly researching both Equity and Private Equity funds so significant knowledge of these markets is a prerequisite. Ideally you will have significant experience in manager research from either a consultant or fund of funds, although and equity fund Read more […]
Paid Internship for MBA graduate (temporary full-time)
Job description: We need a recent MBA graduate to do some research and analysis regarding best practices around “Rollover IRA’s”. What is currently done in the marketplace?How are rollover assets being captured, and how are these assets being managed?Who are the main players and stakeholders (i.e. 401(k) record keepers and financial advisors)? Job Requirements: Bachelors Degree in business or finance or related degree; 2 year MBA student or recent MBA graduate is preferredDemonstrated experience researching and analyzing information while coming up to speed quickly in Read more […]
Start a Business in California
Are you looking for a new Career Opportunity in Orange County, CA? State Farm offers an opportunity for individuals to achieve unlimited income while making a positive impact in the lives of others in the community. Candidates who are selected for the career program will benefit from: A 6-9 month paid training and internship program to prepare them for success. A highly competitive annualized salary of $50,000 – $160,000 with benefits is provided during the internship training. State Farm also pays for all licensing during training (Property Casualty, Life/Health, Series 6 63, and Public Notary). The Read more […]
Advisory
This business is highly regarded as one of the leading global advisory firms focusing on the metals and mining sector. With offices in London, New York, Hong Kong and Sydney, the company is a highly successful team responsible for numerous high profile deals in the sector globally.Due to their success and ongoing client relationships the business is looking accelerate their expansion in Australia and introduce an experienced investment banking or engineering professional to the team.This is a strategic appointment for the business at a crucial time in the industry. The Australian expansion is part Read more […]
Senior Portfolio Manager
CalPERS seeks a Senior Portfolio Manager (SPM) to work under the general direction of the Senior Investment Officer (SIO) of Private Equity (PE). The SPM assigned to the position identified above demonstrates the CalPERS Core Values (Quality, Respect, Integrity, Openness, Accountability, and Balance), works well as a member of a team, and takes initiative in effectively performing the following functions:Duties include but are not limited to: • Manages the implementation of investment strategies and policies with respect to the more sophisticated co-investments • Oversees analysis, evaluates Read more […]