Investment Analyst - London, United Kingdom - Canepa Global Managers

    Canepa Global Managers
    Canepa Global Managers London, United Kingdom

    3 weeks ago

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    Description


    Canepa Global Managers is seeking an investment analyst to undertake a key role in a growing investment analysis / value creation function working closely with the investment team, finance team and COO function.

    The role will have broad responsibility for a variety of tasks relating to investment and performance analysis, due diligence of investment managers, support for the investment team and the wider functions of CGM's business.

    Core ResponsibilitiesPortfolio investment managers / prospectsInvestment / performance analysis Assist with performance / risk analysis of portfolio managers' and prospects' funds Collect information on portfolio managers' and prospects' funds, performance, AUM, subscriptions, etc.

    Assist in obtaining and maintaining benchmark and peer performance data (identification of peers and sourcing of information)

    Support investment team in preparation of investment reports, meeting notes and record-keepingInvestor network / CRM Collect information on investors in CGM network:
    AUM, asset allocation strategies, investment restrictions and current searches / mandates Support team in maintaining databases, producing meeting notes and record-keeping Management Company and Fund Internal ManagementSupport preparation of presentations and materials for investment committee and other meetings FinanceSupport finance function in day-to-day record keeping, cash management, accounting and payments processes Operations Support BAU operations, including annual valuation, team admin, etcCRM / Systems Support development and maintenance of performance database and analytical systems Support in producing management information / reports on the team's activity / progress QualificationsDegree-level education (numerate disciplines of benefit)2+ years of previous work experienceStrong interest in and basic knowledge of asset management industry Basic financial and accounting knowledge (financial modelling experience of benefit)Strong quantitative and qualitative analytical abilities Advanced Microsoft Office (including Excel and PowerPoint)Some programming, scripting and data management skills beneficial but not required Ability to work collaboratively in a team environmentProblem solving and strong communication skills Fluency in English, other languages beneficial but not requiredStrong personal and professional ethics and integrity