Strategic Portfolio Research Specialist

2 weeks ago


London, Greater London, United Kingdom Mason Blake Full time
Job Title: Strategic Portfolio Research Specialist

Mason Blake is a leading asset management firm seeking an exceptional research analyst to join their multi-manager investment team. The ideal candidate will conduct thorough research on existing and potential new equity strategies for inclusion in portfolios.

The key responsibilities of this role include:
  • Produce comprehensive research reports on existing managers and conduct rigorous research on prospective strategies across global, emerging markets, and regional equity fund universes.
  • Participate in investment meetings, updating the team on any developments in the funds under your coverage and contribute to idea generation.
  • Conduct market and sector research to assess new investment opportunities.
  • Assist with the analysis and management of portfolio and the underlying exposures.
  • Prepare investment and portfolio reports to communicate insights and findings with the wider investment team.

Requirements:

  1. 3-6 years relevant manager research experience at either an asset manager, asset owner or investment consultancy.
  2. Understanding of multi-manager portfolio management processes.
  3. CFA qualification would be preferable.
  4. Team player who enjoys working in a collegial and collaborative working culture.


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