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A London-based Single-Family Office is looking to hire a 'Junior Investment Manager’ in the Public Equity team to join their established entity in London. The successful applicant will report to Senior Investment Managers and Chief Investment Officer.
The family office holds an Absolute Return philosophy and invests across all asset classes, with a significant weighting invested in a mature Public Equity portfolio (via both direct holdings and third-party managed segregated accounts). The public equity portfolio primarily invests in developed equities, with a quality focus. The family invests across the entire spectrum of the global public equity markets, with a geographical bias to the US, followed by Asia and then Europe.
To be successful in this role you will have experience researching, analysing, and ultimately making investment recommendations and/or investing in listed equities within a Family office, buy-side or research role. The candidate will be expected to monitor the existing portfolio, ensuring timely reporting to the principals and other external stakeholders. The candidate will be flexible and creative in their approach with regards investment ideas to ensure the best outcome for the family office.
Having a technical understanding is important but personal and cultural fit is of equal value to the family. The role will be based in London and with some travel expected.
Professional Background:
The successful candidate:
- will have a strong technical knowledge of all aspects of public market analysis.
- will have experience of public equity portfolio management and is likely to have been working in another family office, buy-side public equity role or research function.
- will have an in-depth knowledge of the intricacies of Public Equity reporting, analysis and KPIs.
- will have the ability to conduct thorough research to identify potential investment opportunities, with an understanding of risk assessment and mitigation strategies within a portfolio.
- will have the capability to present their ideas and strategies clearly to stakeholders, with a keen eye for detail and accuracy.
- ideally will have experience in a family office or of dealing with UHNW individuals but this is not essential.
- a relevant professional qualification such as CFA Charterholder or Chartered Accountancy is preferred but not required.
- must be proactive and a self-starter but equally at home as part of a wider team.
Relevant Experience:
- A minimum of 4-6 years of relevant professional experience in family office, buy-side public equity role or research function.
- Sound judgement and track record of analysing potential new investment opportunities and assessing risks and opportunities.
- Knowledge and experience of a wide range of stocks, geographies and markets.
- Experienced with financial models for valuations and financial returns analysis.
- Evidence of a genuine interest in investing.
Responsibilities:
Primary responsibilities of the role will include:
- Detailed research on companies and industries, including qualitative and quantitative research.
- Provide quarterly commentary on the public equity markets by sector and geography and make recommendations.
- Oversee quarterly valuations.
- Prepare monthly equity reports on the consolidated portfolio movement and market commentary.
- Prepare weekly IPO reports.
- Present at weekly Investment Committee meetings and in time bi-annual Trust meetings.
- Liaise with, and direct, segregated account managers
Initial focus will be on Public Equity management experience with a view to taking further responsibility for areas of the total portfolio as the role progresses.
If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume
