Investment Portfolio Analyst
6 days ago
As a distinguished endowment fund, we are committed to sustainable and responsible investing aligned with our net-zero pledge. Our investment team is highly respected for delivering world-class, sustainable investment performance within a globally diversified multi-asset portfolio.
About the RoleWe are seeking an experienced Graduate Investment Analyst to join our London office, working alongside a collaborative team including analysts, investment directors, and the Chief Investment Officer. This role will focus on monitoring current portfolio managers and identifying new managers with differentiated strategies.
- Key Responsibilities:
- Attend fund manager meetings, taking notes and writing summaries of quarterly reports.
- Conduct periodic reviews for core and non-core fund managers to ensure optimal performance.
- Draft and present investment memos and reports.
- Support in portfolio management, performance attribution, forecasting, and participate in the fund's ambitious sustainability efforts to reach Net Zero by 2038.
Benefits and Salary: The successful candidate will receive a competitive salary, up to 25% bonus, and a range of benefits. With a base salary of around £60,000, this represents a total compensation package of approximately £75,000 per annum.
Requirements: To be considered for this role, you should have a strong understanding of investment analysis, excellent communication skills, and the ability to work collaboratively as part of a team. You should also be keen on working across varied investment types within a collaborative and mission-driven environment.
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