Multi-asset Investment Associate

6 months ago


London, United Kingdom Meredith Brown Associates Full time

-Our client, an independent, London-based, Private Investment Office, is looking for a Multi-Asset Investment Associate to join the team on a permanent basis. They oversee approximately $1.5BN of capital for their clients, providing a mix of discretionary and advisory investment management services. Their philosophy is grounded in the multi-asset class endowment approach used by many of the most sophisticated investors in the US and Europe.

**Roles & Responsibilities**:
Supporting the CIO with new due diligence projects and refreshing coverage of current external managers across asset classes (credit, equity, absolute return, private equity, real estate, venture capital).

- Supporting the CIO with macro-economic analysis to drive thinking around portfolio construction and rebalancing.

- Assisting with client portfolio management, including ongoing review and maintenance of portfolios within investment guidelines.

- Preparing materials for client meetings (e.g. quarterly performance reports).

- Operational support where required (e.g. checking statements, reconciliation of performance across internal and external systems).

- General client service - assisting Portfolio Managers in strengthening client relationship.
- **Experience & Qualifications**:
First class academic background, up to degree level from a leading university.

- Minimum A-level qualifications (or equivalent) in Mathematics, Economics or have done a quantitative degree.

- 2 to 3 years of work experience in a relevant field - e.g. a (multi) family office, endowment fund, asset manager, or a strategy consultant with project experience in financial services.

- Knowledge of and interest in financial markets.

- High level of attention to detail.

- Strong verbal and written communication skills.

- Highly proficient in the use of Microsoft Excel and PowerPoint.

Ref: RC733157



  • London, United Kingdom Asset Partners Full time

    Asset Partners is currently mandated with a prominent venture capital fund in London who are seeking an Associate / Senior Associate to join their investment team. They focus on investing in Seed and Series A technology companies across the UK and wider Europe, with a specific emphasis on sustainability, education, finance, and health sectors. Research and...

  • Investment Associate

    1 month ago


    London, United Kingdom Asset Partners Full time

    Asset Partners is currently mandated with a prominent venture capital fund in London who are seeking an Associate / Senior Associate to join their investment team. They focus on investing in Seed and Series A technology companies across the UK and wider Europe, with a specific emphasis on sustainability, education, finance, and health sectors.Key...

  • Investment Associate

    1 month ago


    London,, UK, United Kingdom Asset Partners Full time

    Asset Partners is currently mandated with a prominent venture capital fund in London who are seeking an Associate / Senior Associate to join their investment team. They focus on investing in Seed and Series A technology companies across the UK and wider Europe, with a specific emphasis on sustainability, education, finance, and health sectors.Key...

  • Investment Associate

    1 month ago


    London, United Kingdom Asset Partners Full time

    Asset Partners is currently mandated with a prominent venture capital fund in London who are seeking an Associate / Senior Associate to join their investment team. They focus on investing in Seed and Series A technology companies across the UK and wider Europe, with a specific emphasis on sustainability, education, finance, and health sectors.Key...


  • London, United Kingdom Asset Partners Full time

    Growth Equity AssociateAsset Partners are looking to secure an Investment Associate for a growth equity fund based in London. This is a great opportunity to join an experienced and entrepreneurial team focused on technology investing. Key responsibilities:Idea generation, sourcing, review and screening of investment opportunitiesResearch and analysisDue...


  • London, Greater London, United Kingdom McCabe & Barton Full time

    Job SummaryWe are seeking an experienced Risk Management Specialist to join our team and support the development of our investment strategy. As a key member of the investment function, you will be responsible for managing risk and providing reporting for our multi-asset portfolio.About UsM McCabe & Barton is a leading provider of asset management services...


  • London, Greater London, United Kingdom Ad Idem Consulting Full time

    A career opportunity has arisen at Ad Idem Consulting for a skilled Senior Investment Strategist to drive our tactical asset allocation process forward. This role offers a unique chance to contribute to investment decision-making and manage complex asset allocation.Main responsibilities:Day-to-day management of the tactical asset allocation process.Analysis...


  • London, United Kingdom Asset Partners Full time

    Job Description Asset Partners is currently mandated with a prominent venture capital fund in London who are seeking an Associate / Senior Associate to join their investment team. They focus on investing in Seed and Series A technology companies across the UK and wider Europe, with a specific emphasis on sustainability, education, finance, and health...


  • Greater London, United Kingdom Asset Partners Full time

    Growth Equity AssociateAsset Partners are looking to secure an Investment Associate for a growth equity fund based in London. This is a great opportunity to join an experienced and entrepreneurial team focused on technology investing. Key responsibilities:Idea generation, sourcing, review and screening of investment opportunitiesResearch and analysisDue...


  • Greater London, United Kingdom Asset Partners Full time

    Job Description Growth Equity Associate Asset Partners are looking to secure an Investment Associate for a growth equity fund based in London. This is a great opportunity to join an experienced and entrepreneurial team focused on technology investing. Key responsibilities: Idea generation, sourcing, review and screening of investment opportunities...


  • Greater London, United Kingdom Asset Partners Full time

    Growth Equity AssociateAsset Partners are looking to secure an Investment Associate for a growth equity fund based in London. This is a great opportunity to join an experienced and entrepreneurial team focused on technology investing. Key responsibilities:Idea generation, sourcing, review and screening of investment opportunitiesResearch and analysisDue...


  • London, UK, UK, United Kingdom Asset Partners Full time

    Growth Equity AssociateAsset Partners are looking to secure an Investment Associate for a growth equity fund based in London. This is a great opportunity to join an experienced and entrepreneurial team focused on technology investing. Key responsibilities:Idea generation, sourcing, review and screening of investment opportunitiesResearch and analysisDue...


  • London, Greater London, United Kingdom Mason Blake Full time

    Mason Blake seeks an accomplished Asset Portfolio Administrator to join their team in the multi-asset Investment Solutions business.About the RoleDetermine optimal investment strategies in collaboration with the trading team.Provide regular portfolio updates during investment meetings and contribute to service development.Candidates should possess CFA or...


  • London, Greater London, United Kingdom Brookfield Asset Management Full time

    Join us at Brookfield Asset Management as we continue to grow and evolve in the ever-changing world of alternative investments. We're currently seeking a skilled Portfolio Development Associate to join our dynamic team.With an estimated salary range of $100,000 to $150,000 per year, this role offers a lucrative compensation package, but it's not just about...

  • Investment Associate

    2 weeks ago


    London, Greater London, United Kingdom Brookfield Asset Management, Inc Full time

    Becoming an Investment Associate at Brookfield Asset Management, Inc. is a great opportunity for individuals who want to work in the financial services industry.Job SummaryWe are seeking highly skilled and motivated professionals to join our team as Investment Associates in the Global Client Group. As an Investment Associate, you will play a key role in...


  • London, United Kingdom HSBC Full time

    -Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Global Asset Management, the investment management business of the HSBC Group, serves HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates...


  • London, United Kingdom Mason Blake Full time

    A highly regarded asset manager is currently seeking a bright and enthusiastic individual to join their growing multi-asset investment business. - 1-2 years of work experience in the asset management industry - Strong analytical skills with an advanced level of Excel - High level of attention to detail and numerical accuracy - Interest in financial markets -...


  • London, Greater London, United Kingdom Wellington Management Full time

    As a Multi-Asset Investment Professional at Wellington Management, you will play a critical role in helping us deliver high-quality research and investment solutions to our clients.With a strong focus on applied research, you will work closely with our Investment Strategy & Solutions Group to develop and execute research processes that drive positions in...


  • London, United Kingdom Seven Investment Management Full time

    **About The Role**: **Purpose** This is a key role within the Strategy team at Seven Investment Management, with a quantitative focus. The role is multi asset in nature, covering a variety of equity, fixed income and alternative (mainly hedge fund strategy) asset classes. This role would be involved in risk-taking within 7IM’s funds and models, proposing...


  • London, Greater London, United Kingdom USS Investment Management Limited Full time

    About the RoleWe are seeking a highly skilled Strategic Investment and Asset Manager to join our team at USS Investment Management Limited. This is an exciting opportunity for someone with experience in retail and leisure investment/asset management to make a meaningful contribution to our organisation.The successful candidate will be responsible for...