Multi-asset Investment Associate - London, United Kingdom - Meredith Brown Associates

Meredith Brown Associates

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client, an independent, London based, Private Investment Office, is looking for a Multi-Asset Investment Associate to join the team on a permanent basis.

They oversee approximately $1.5BN of capital for their clients, providing a mix of discretionary and advisory investment management services. Their philosophy is grounded in the multi-asset class endowment approach used by many of the most sophisticated investors in the US and Europe.

Roles & Responsibilities:

Supporting the CIO with new due diligence projects and refreshing coverage of current external managers across asset classes (credit, equity, absolute return, private equity, real estate, venture capital).

Supporting the CIO with macroeconomic analysis to drive thinking around portfolio construction and rebalancing.
Assisting with client portfolio management, including ongoing review and maintenance of portfolios within investment guidelines.
Preparing materials for client meetings (e.g. quarterly performance reports).
Operational support where required (e.g. checking statements, reconciliation of performance across internal and external systems).
General client service assisting Portfolio Managers in strengthening client relationship.

-
Experience & Qualifications:

First class academic background, up to degree level from a leading university.

Minimum Alevel qualifications (or equivalent) in Mathematics, Economics or have done a quantitative degree.
2 to 3 years of work experience in a relevant field e.g. a (multi) family office, endowment fund, asset manager, or a strategy consultant with project experience in financial services.
Knowledge of and interest in financial markets.
High level of attention to detail.
Strong verbal and written communication skills.
Highly proficient in the use of Microsoft Excel and PowerPoint.

Ref:
RC733157