Investment Analyst – Single Family Office, London – PLACED
A London-based Single Family Office is looking to hire a ‘Investment Analyst’ to join their established entity in London. This is an excellent opportunity for an Investment Analyst who has Equities and Fixed Income experience.
Responsibilities
* Assisting with the administration of investment portfolios
o Documenting investment decisions by the investment committee
o Supporting the implementation of any decisions made by the investment committee
o Preparing instructions to third parties to implement decisions
o Monitoring liquidity levels
* Assisting with the management of public equity and fixed income portfolios, including:
o Preparing of portfolio monitoring and performance reports on a regular basis
o Supporting the rebalancing of portfolios using the output of quantitative models
o Facilitating the investment/divestment of positions to meet capital flows in/out of portfolios
o Preparing of trade execution instructions
o Liaising with and monitoring of third-party brokers in the execution of instructions
* Producing accurate and timely reports on portfolio allocation and performance
o Collating and quality checking of data required for all reporting needs
o Liaising with third party providers on performance calculations
o Quality checking of all calculations
o Preparing regular internal reports for the investment team
o Preparing short-form monthly reports to beneficiaries
o Preparing long-form annual report or other ad hoc reports to beneficiaries
* Coordinating with accounting team on various matters
o Quality checking output of accounting team (in relation to investment matters)
o Verifying pricing used in the calculation of NAVs for Segregated Portfolios
Please note that given the high level of interest in this role, we willnotbe able to reply to all correspondents and will only come back to the best-qualified applicants for the role.
Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate.
If you would like to find out more about the role, please send a (word) copy of your latest CV to Shabana Saeed atshabanas@agreusgroup.com
REF: AGR844
Send us your CV
Name *
Email *
Phone *
Message *
Upload your CV * Upload your CV in either PDF, DOC or DOCX format. Maximum file size 10Mb.
#J-18808-Ljbffr