Senior Equity Investment Analyst

4 weeks ago

London, United Kingdom eFinancialCareers Full time

**Key Responsibilities of the Job:**
- Leading the design of scalable, responsible investment strategies that meet the long-term objectives.
- Primary analytical (monitoring) responsibilities on the major equity strategies on the investment platform.
- Leading and coordinating major research projects on investment managers and strategies designed to augment the offering.
- Assessing and managing the appropriate blend of managers / strategies utilized within major equity building block / manager of manager funds
- Assisting in the design of the investment processes that inform the investment decision making of the equities team and wider division.
- Presenting to Investment Committees and other executive boards on critical investment issues.
- Building in depth knowledge of the external manager opportunity set, improving resilience, and building contingency into the Equities platform
- Establishing a network of relevant industry contacts to contribute to informed investment decision making
- Contributing to innovation and the positive evolution of the strategic approach to its equities platform
- Driving improvement in systems and tools, including analytical capabilities and functional process
- Successfully managing and mentoring junior members of the team
- Supporting the Product Management team in crafting an external facing narrative around performance and IMA change for the equity funds
- Promote understanding of the IMA, Equities fund range through supporting the Investment Communication team by providing content through various mediums
- Provide SME input into projects across the team, often through increased use of technology, that improve processes and scalability, in line with the 2025 IMA objectives.
- Build strong relationships with the Development team to facilitate successful engagement with senior members of Product Management, communications, R&D, legal, operations, regulatory, compliance and investment risk teams to help support smooth implementationof IMA change.

**Requirements of the Job**:

- Proven experience in making and owning investment recommendations and decisions
- An exemplary understanding of all elements of investment manager / strategy research.
- Evident skill and experience in designing complementary blends / packages of managers / strategies.
- Ability to understand, manage and communicate the key risks stemming from investment strategies.
- A deep understanding of the features of a high-quality decision-making process and how to implement it.
- Sophisticated use of data and analytics to produce the evidence to inform decision making.
- Very strong communication skills - able to tailor message to different audiences.
- Ability to mentor and lead junior analysts, creating a culture of support and development.
- Ability to compare, contrast and combine the full universe of equity strategies - from pure passive to quantitative and high conviction active.
- A passion for investment research and a willingness to drive the investment research agenda of the team and business.
- Strong technical knowledge of public equities markets and the investment processes used by active long-only public equities managers.
- Capable of making clear investment recommendations and taking personal responsibility and accountability for the performance of the equity managers on the investment platform
- Ability to manage, influence and prioritise across multiple workstreams to ensure successful and timely outcomes.
- Strong technical knowledge with proactive, flexible and innovative approach to problem solving.
- Understanding of the fund management industry and financial markets and how potential changes may impact the business.
- Strong interpersonal, communication and presenting skills and ability to adapt approach to suit the relevant audience.
- Able to forge relationships with senior members of the investment division and act as a role model to more junior members of the team.
- Advocate of divisional values of teamwork, energy and openness

**People Management Responsibilities**:

- Line management responsibility with junior analysts
- Manage key internal and external stakeholders throughout a fund’s development and monitoring life cycle.

**Job Knowledge**:

- Front office investment experience and a history of making investment decision from research initiation to implementation and ownership.
- Experience of deep and detailed manager / strategy research is preferred, although direct investing experience also considered.
- Expertise in blending and combining strategies and managers into well-balanced blends, ensuring risk are intended and manageable.
- Experience presenting complex topics to senior boards and committees
- Degree qualified, or equivalent.
- Preferably attained CFA exams, or equivalent.
- Practical experience of analytical systems such as Aladdin / Bloomberg / Style Research / Factset.

**Business Expertise**:

- The individual will need to develop an understanding of how the Investment Management Team supports the Investment Committee, Partnership and our clients.
- Understanding of the strategy and direction in the context of the wider wealth management industry.

**Problem Solving**:

- Ability to produce high quality, rigorous evidence supporting all investment decisions.
- Deep understanding of behavioural finance and how to create investment decision frameworks that limit impact of behavioural biases
- Ability to identify prospective risks in investment strategies that could be of material detriment to future returns and client outcomes.
- Ability to combine managers and strategies with distinct styles into coherent portfolios that maximise the potential for strong risk-adjusted results
- Ability to analyse and attribute fund performance by country, region and/or sector exposure and provide insightful commentary to highlight any significant developments.
- Ability to analyse individual fund manager style, trading activity, portfolio risk and consistency of investment approach and subsequently challenge fund managers where appropriate. Ability to

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