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Type of Role: Investments

Experience Level: Analyst/Associate

Location: London, United Kingdom

Salary: £65K - £85K

We are are pleased to be working with a confidential investment consultancy looking for an Associate in their investment advisory team. Details below.

Job Title:  Associate – Investment Advisory
Salary: Competitive + Benefits
Division:  Investment Consulting
Location:  London (City)
About the Role
The successful candidate will be a core member of the investment consulting team and will assist with a variety of high-impact projects for institutional clients. The team provides a full range of advisory and investment services including strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence, on-going portfolio monitoring, in addition to bespoke consulting advice and analytics. The team covers all asset classes with  a specialist focus on alternative investments, including private markets, specifically infrastructure, real estate, private credit and private equity.
Key Tasks and Responsibilities 
  • Research managers, funds, and the markets in which they operate, with a focus on private markets
  • Support manager selection mandates for institutional clients, contributing to both qualitative and quantitative analyses
  • Contribute to both investment and operational due diligence on fund managers
  • Report writing, comprising due diligence reports, economic reviews and research pieces
  • Support on strategic asset allocation exercises
  • Developing expertise quickly on major sectors of interest to the investment community
Candidate Profile 
Essential 
  • 3 – 8 years’ relevant experience within alternative investments/ private markets
  • Excellent attention to detail
  • Excellent report writing skills and ability to communicate complex ideas
  • Ability to complete projects on time and accurately
  • Ability to work on multiple projects simultaneously and adjust to changing deadlines
  • Ability to use initiative and work independently, taking ownership
  • Good verbal communication skills
  • Good analytical and quantitative skills, including Microsoft Excel skills
  • Ability to work in a team environment, but can work independently if necessary
  • Interest in investment consultancy
  • Drive, energy and ambition to achieve results
Desirable 
  • Background in alternative investments, especially private markets (private equity, private credit, infrastructure, real estate)
  • Previous experience in investment consultancy or asset management preferable
  • Previous experience with screening fund manager databases
  • Familiarity with UK pensions sector
  • Basic interest in quantitative software (eg Python)
  • Proficient in Microsoft Word and PowerPoint
  • Part-qualified professional qualifications such as the CFA (Chartered Financial Analyst), CAA (Chartered Asset Allocator), and FIA (Fellowship Institutional Actuaries) are welcomed
Eligibility
Candidates must have an upper-second level degree from a good university, ideally in finance, mathematics, engineering, sciences or business.
Candidates must be physically located and eligible to live and work in the United Kingdom.