Multi-asset Investment Associate

3 weeks 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



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