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Alan Mitchell
,
London, Greater London
Investment Analyst
Overview
Job Description
DESCRIPTION The Company Our client is a market leading international investment consulting firm, providing services from a platform of independence. The Opportunity To determine whether a manager has veered from their investment style or the manager's corporate entity has changed for any reason. This individual occupying this role assumes special responsibility if they uncover a change in the manager's style and highlights potential problems before they become actual ones. The individual should assist the client consulting team/asset class team whenever consideration is given to the relative merits of an incumbent manager against a replacement manager. Responsibilities: * Day to day responsibility for monitoring designated asset classes/investment managers. Undertaking detailed analysis of portfolios for the purposes of supporting the team's understanding and interpretation of the manager's investment decision making process. This will include fundamental analysis relating to the key characteristics of the individual portfolios as well as how they combine as part of the multi-manager packages * Acquiring a thorough understanding of investment managers investment disciplines and their expected portfolio characteristics and investment activities, employing an evidence based approach throughout * Assessing whether the characteristics of, and activity within, the investment portfolios are consistent with the manager's espoused investment disciplines and be able to identify any inconsistencies * Identifying, summarising and presenting the key investment issues for discussion at regular managers monitoring meetings based on an underlying portfolio analysis. Attendance at and recording such meetings. Following a disciplined sequence in relation to such meeting i.e. agenda, pre-meetings, post-meeting debriefs, meeting notes and action points * Analysing multi-media investment packages, including fundamental characteristics of aggregate portfolio. Liaising with managers and uploading data into applications and propriety tools as necessary * Contributing to the continuous effort to evolve and improve our analytical processes * Compiling investment commentaries for the designated asset classes/investment managers for inclusion in regular investment reports, discussing the key issues arising from analysis of the underlying investments and the manager's portfolio activities * An assessment of portfolio risk (relative, absolute, tracking error, etc) Assess the degree of conviction/active exposures within the portfolio. Analysis of historic investment results including detailed performance attribution and also by following/recording news flows on portfolio holdings * Organising meetings with investment managers on a basis agreed with the Head of Investment Manager Monitoring * Acquiring an awareness of personnel and corporate changes and their likely impact on the portfolio management activities * When agreed between the Head of Manager Research and the Head of Investment Manager Monitoring, provide analytical support to the manager research process within certain managers/assets classes - this will include gathering qualitative information, performing detailed portfolio analysis of sample/model portfolios and assessing their consistency with the manager's espoused investment approach, preparing and presenting investment analytics/meetings (subject to location, etc) * Assisting in other duties as may be reasonably required from time to time Person Specification * You must be well motivated and be able to work under time constraints * Highly numerate with excellent spoken and written communication skills * Educational background in Investments and/or finance (CFA would be advantageous) * Knowledge of security analysis, equity related instruments and portfolio theory/performance attribution * Minimum 6 years similar career experience within a fund management organisation or investment bank * Strong understanding of fundamental investment ratios/statistics/analytics e.g. P/E, P/B, ROE, DCF, Liquidity analysis 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; }