Senior Investment Research Specialist
1 month ago
Mason Blake is seeking a Senior Investment Research Specialist to lead the multi-manager investment team in their fixed income universe research efforts.
This role will be responsible for conducting ongoing investment due diligence on existing managers and conducting detailed research on additional strategies.
Key Responsibilities:
- Conduct thorough investment research on existing and potential new managers in the fixed income universe.
- Make recommendations for suitability of managers to be included in the investment strategies.
- Conduct meetings with external fund managers to gain a deep understanding of their investment approach.
- Participate in investment meetings, providing updates on any developments in the funds under coverage.
- Contribute to the ongoing enhancement of the manager selection process.
- Stay up-to-date with ongoing trends in the fixed income investment space.
Requirements:
- 5-10 years of relevant experience in manager research, preferably at an investment consultancy, asset manager, or wealth manager.
- Existing knowledge of fixed income managers.
- Ability to present written and verbal information in a clear and concise manner.
- Experience using analytical tools such as Bloomberg, Morningstar, Style Analytics.
- CFA qualification or equivalent is desirable.
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