The purpose of the role is to conduct investment research on existing and potential new equity strategies for inclusion in portfolios.
Key responsibilities:
* Produce detailed manager research on existing managers and conduct rigorous research on prospective strategies across global, EM and regional equity fund universe
* Undertake due diligence meetings with fund managers and produce post-meeting reports on insights and observations
* Participate in investment meetings, updating the team on any developments in the funds under your coverage and contribute to idea generation
* Conduct market and sector research to assess new investment opportunities
* Assist with the analysis and management of portfolio and the underlying exposures
* Provide Portfolio Managers with regular updates on key macro and market insights
* Prepare investment and portfolio reports to communicate insights and findings with wider investment team
Requirements:
* 3-6 years relevant manager research experience at either at an asset manager, asset owner or investment consultancy
* Knowledge of global equity manager universe
* Understanding of multi-manager portfolio management processes
* CFA qualification would be preferable
* Degree educated
* Strong analytical skills
* Able to present written and verbal information in a clear and concise manner
* Team player who enjoys working in a collegial and collaborative working culture
* Ability to build strong working relationships with internal and external stakeholders
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.