Senior Investment Associate

3 weeks ago


London, United Kingdom Meredith Brown Associates Full time

Our client, a highly regarded Investment firm with circa $38Bil of Asset under Advice is looking to add to their investment capability by hiring a Senior Investment Associate.

**Roles & Responsibilities**:

- Supporting a range of Institutional and Family Office clients you will work in small team to specify, develop and execute clients’ investment strategies.
- This will involve, among other things:

- Setting of long-term asset allocation targets
- Evaluation and selection of third-party investment managers
- Design and oversight of derivative overlay strategies
- Research and generation of tactical asset allocation ideas
- Attending client meetings to report on investment performance and discuss investment strategy.
- Participating in pitches to prospective clients, performing due diligence on third-party investment managers, co-authoring investment strategy White Papers and helping to develop our technological capabilities.
- You will also be expected to take an active part in ongoing projects and mentoring more junior members of the team.

**Experience & Qualifications**:

- Previous investment research experience, either in an investment bank, asset management firm, or investment research house is a pre-requisite
- Demonstrated ability to write in a clear and structured manner to produce high-quality professional client-facing documents
- You will have a graduated with a 1st class or 2:1 degree from a leading university and ideally be studying towards or have completed the CFA or CAIA qualifications
- Strong numerical and system skills with a particular focus on Excel
- Able to work within a rigorous investment process



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