Fixed Income Investment Analyst

Alan Mitchell ,
London, Greater London
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Job Description

body {font: normal 400 13px/16px 'Open Sans','Helvetica Neue',Helvetica,Arial,sans-serif;color:#333;margin:10px;}p,span,div,b,i,u{ line-height: 120% !important; font-family: 'Open Sans','Helvetica Neue',Helvetica,Arial,sans-serif !important; } This role is responsible for the sourcing, research and monitoring of fixed income investment managers with a focus on credit strategies, both long-only and alternatives (including private debt). The analyst will be accountable for making investment manager recommendations, as well as supporting the investment process through maintaining industry contacts and internal databases, analysis of portfolio data and the review of documentation and trade publications. My client's investment process is predicated on a deep and thorough analysis of qualitative and quantitative factors of investment success and an unconventional approach to sourcing of investment managers and idea generation. Once a manager is selected for their clients it is subject to a rigorous monitoring process, designed for the analyst to continually check that the tenets of the firm's original investment thesis remain intact. their success is tied to the performance of their recommendations which they are wholly accountable for. The successful candidate is expected to fully subscribe to this investment process. The responsibilities for the role include: i) Research * Generate and maintain short lists of managers for the firm's clients in the relevant sub-asset classes of credit markets * Liaise with existing industry contacts and develop your own network for sourcing of ideas * Maintaining records in the central database * Attend and lead investment due diligence meetings with identified managers * Preparation of pre-meeting materials (agendas, credit case studies, portfolio analysis etc) * Diligently record meeting notes for investment manager meetings ii) Monitoring * Liaise with incumbent investment managers to request portfolio information and keep abreast of developments to the firm, staff and investment processes * Identifying, summarising and presenting the key investment issues for discussion at regular manager monitoring meetings based on the underlying portfolio analysis * Providing contribution to and participation towards regular evaluation and discussion of credit markets * Preparation of pre-meeting materials, case studies and periodic reporting (internal and external clients) * Attend and lead manager monitoring meetings * Diligent recording of meeting notes iii) Quantitative analysis and development * Maintain existing databases and reports and development and enhancement of fixed income analytical tools * Analysis of market information to contribute to the credit investment strategy * Fundamental analysis of portfolio data to assist research and monitoring efforts, assessing portfolios on an individual basis as well as how they combine as a part of multi-manager packages * Working with investment analysts to co-ordinate workflow Additionally, this role may require some travel to conduct manager research and monitoring meetings. Person Specification * Demonstrated open-mindedness, independent thinking and intellectual curiosity * Accuracy, attention to detail and a 'forensic' approach are important prerequisites for the role * Strong critical thinking ability, able to draw evidence-based conclusions drawing on a wide range of information sources * Interest and understanding of financial and business economics, capital markets and investment Qualifications, Experience and Skills * The ideal candidate will have 4+ years of investment experience * University undergraduate degree - required * Strong excel skills - required * Technical understanding of fixed income instruments and risk metrics - required * Prior experience as a portfolio analyst, research analyst or investment specialist focused on credit markets - desired * Prior experience with Bloomberg and FactSet - desired * Excellent communication (written and spoken), transparent method of working and strong interpersonal skills to work effectively in a small team environment * Strong critical thinking ability, able to draw evidence-based conclusions drawing on a wide range of information sources

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