Investment Associate

2 weeks ago


London, United Kingdom Tatton Investment Management Limited Full time
Job Description

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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