Senior Associate – Manager Research

An exciting opportunity has arisen within this leading global investment firm for a highly academic and driven investment professional to join their progressive investment team.

Role & Responsibilities

  • To contribute to the manager research effort across a broad range of asset classes
  • Developing and managing complex investment strategies for sophisticated individual clients (senior partners of leading private equity houses, financially literate entrepreneurs) and institutions (with high calibre investment committees).
  • Serving clients involves evaluating portfolios, risk profiles, and time frames and recommending a tailored investment strategy including optimal asset allocation and specific investment recommendations for each asset class, much of which will be in the alternative investments arena.
  • Assist the Principal and Partner in overseeing implementation, monitoring performance and proposing on-going improvements. The Senior Associate should expect to quickly step into the Principal role and oversee end-to-end responsibility for a sub-set of our client accounts and will ultimately be evaluated on the investment performance of those portfolios
  • To generate superior returns over a medium and long term basis through the identification of outperforming investment strategies, products and managers
  • Attending client facing activities and/or presentations and providing monthly commentary
  • Conduct asset manager due diligence and monitoring

 Background & Experience

  • 4-6 years’ experience of working within an analytically focussed role within the financial services
  • You will have a graduated with a 1st class or 2:1 degree from a leading university and ideally be studying towards your CFA or CAIA qualifications
  • Coupled with exceptional analytical skills you will have the gravitas and an ability to impress/deal with demanding clients to be successful in this role.
  • Strong numerical and system skills with a particular focus on Excel
  • Able to work within a rigorous investment process
  • A genuine passion for developing your career within the investment arena

To hear more about this challenging opportunity, please contact Alex Brown on 020 7847 8878 or email

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted

< Back to Opportunities