Investment Associate
2 weeks ago
This is a full-time role, but part-time applicants will be considered for 3 days/week FTE or more.
Working as part of the Portfolio Management Team, the successful applicant will contribute to and lead third-party manager searches, reviews, and analysis. Additionally, they will work as part of a team generating portfolio proposals to reflect manager selection and asset allocation decisions, as well as implementing them in our fund of funds.
Responsibilities
Fund manager research:
- Leading searches for new fund managers for our range of model portfolios and funds.
- Chairing meetings with potential managers as well as reviews with current holdings.
- Writing up notes and recommendations based on meetings.
- Presenting findings internally to support proposals.
- Assisting with client queries and meetings where required.
Portfolio Management:
- Generating and approving trades to ensure funds remain close to model and within regulatory limits.
- Design and monitoring of model portfolios.
- Develop internal processes to improve client outcomes and efficiencies.
- Contribute to asset allocation discussions and help implement decisions from the investment committee across platforms and funds.
Technical skills required:
- Some experience of fund manager selection.
- Experience with portfolio construction in either a FoF or model portfolio context.
- Familiarity with regulatory limits of UCITS and NURS fund structures.
- Understanding of portfolio risk and exposures.
Regulatory skills required:
- Understanding of regulatory requirements affecting the TIML business, specifically investment management.
Soft & generic skills required:
- Team player.
- Organisational skills.
- Proactive ownership of tasks and external relationships.
Qualifications:
- Relevant investment management qualification (e.g. CFA, IMC).
- Fund and third-party manager research experience.
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