Investment Manager Research Analyst
2 days ago
About the Role:
We are seeking a highly skilled Investment Manager Research Analyst to join our Private Markets team at Artian Investments Limited. The successful candidate will support the Head of Private Markets in implementing external manager research and monitoring activities.
Key Responsibilities:
Identify, research and recommend private equity managers in assigned areas of coverage
Use and further develop quantitative screening tools for public and private markets benchmarking analysis
Produce relevant quantitative analysis to supplement the qualitative due-diligence process across existing and new investments
Participate in the fund manager due diligence process, including in-house meetings and on-site visits (where necessary)
Detailed review of Datarooms and conducting best-in-class operational due diligence reviews and manager references (where appropriate)
Write research reports on existing and/or potential managers and update existing reports with any news or new developments that could impact the investment thesis
Prepare recommendations for inclusion of funds for the IC approval and assist in sourcing new manager relationships
Assist in reviewing commercial and legal agreements (e.g. Limited Partnership Agreements, Prospectuses, Side Letters) together with the in-house Legal team
Draft and prepare all required documents for the IC and support and monitor the execution of legal and financial terms
Ensure investment due-diligence processes are followed, including the recording/filing of relevant documentation
Collaborate proactively alongside other team members to enhance the team's idea generation and evaluation processes, systems and tools
Assist the team in sourcing and evaluating co-investment opportunities alongside the Direct Private Equity team
Requirements:
Degree-level educated, preferably gained within a finance or economics-related discipline
Possession of post-graduate qualification or professional accreditation (MBA, CFA, CAIA, or equivalent) is an advantage
Significant experience (at least 3-5 years) of fund manager research or related roles at an investment house, family office, or consultancy
Experience of interviewing fund managers, researching investment opportunities, analyzing performance data, and presenting to Investment Committees or portfolio managers
Applicable financial markets and/or institutional fund manager experience
Compensation:
Estimated salary: £60,000 - £80,000 per annum, depending on experience. A combination of base salary and variable annual cash bonus, attractive benefits package included.
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