- Direct key client engagement
- Investment research for ideas internally sourced and provided by clients; spanning across asset classes, including public and private markets Key Responsibilities
- Work closely with the investment and client teams to provide investment support to key client accounts that require a high level of bespoke investment input
- Independently and collaboratively deliver ad hoc projects and bespoke investment work for specific client projects. This work will extend across asset classes, in both public and private markets
- Provide oversight to, and management information on the monitoring of key client accounts
- Participate in investment decisions on investments covered
- Produce regular reviews of general performance and key drivers on accounts being supported.
- Produce presentational material and commentary to support client servicing
- Attend client meetings for acquisition and servicing, this may include some overseas travel
- Adhere to Compliance policies and procedures, undertaking appropriate regulatory training and deal with potential breaches of compliance policies without delay
- Excellent communication skills, including the ability to explain complex information and data to a spectrum of experience levels
- Ability to produce highly technical and detailed information
- Self-motivated, enjoy managing your own workload to meet changing demands while transitioning from task to task effectively
- Strong interpersonal skills, good at building positive relationships
- Attention to detail and an awareness and appreciation of risk issues
- Ability to work under pressure and to tight deadlines
- Research experience, identifying, selecting and managing allocation across asset classes and preferably across both public and private markets
- Experience engaging with clients directly regarding investment ideas
- Relevant FCA regulatory and RDR qualifications to carry out RDR activities
- Appropriate IT skills and systems experience Education LevelMaster's Degree or EquivalentExperience LevelSeniorBenefits
-
Cross Asset Quantitative Researcher
1 week ago
eFinancialCareers London, United Kingdom** Requirements** · - A strong academic background, including a master's level degree in a quantitative discipline. · - 3-5 years of relevant professional experience, gained on either the Buy side or Sell side. · - Demonstrable experience of collecting and manipulating large and ...
-
Senior Research Analyst, Alternatives, Asset
1 week ago
eFinancialCareers London, United Kingdom**Responsibilities**: · - Lead the research process for alternatives strategy/fund managers making recommendations from the research to the multi-asset portfolio managers · - Create robust research and manager selection framework · - Thoroughly understand the portfolios of the mu ...
-
Cross Asset Alpha Researcher/ London
1 week ago
eFinancialCareers London, United Kingdom**Role: · - ** · Researchers are responsible for conducting quantitative research using statistical and predictive modelling techniques. · Research and implement various trading strategies · Identify new trading opportunities by using statistical methods and analysing large data ...
-
eFinancialCareers London, United KingdomResponsibilities: · - Identify and research individual stocks across sectors for investment · - Maintain research on a number of stocks present in the portfolio · - Engagement with ESG factors regarding investment decisions · - Awareness of market developments to enrich understan ...
-
Lead Researcher, Multi Asset
1 day ago
Wellington Management Company, LLP London, United Kingdom Full timeAbout Us · Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, d ...
-
Head of Real Assets Research
1 week ago
Lane Clark & Peacock LLP. United KingdomLCP is a multi-award-winning, partner-owned and managed, actuarial and analytics consultancy providing advice on pensions, investments, employee benefits, health, energy, and insurance. Having grown significantly over several years we are now over 1,000 people strong. We continue ...
-
Preqin London, United KingdomYou will be joining the world's leading data and insights provider for the alternative assets market. We empower the global financial community with critical information and leading analytics solutions to help them make faster and smarter investment decisions, and to make them wi ...
-
QIS Cross Asset Researcher
6 days ago
bbva London, United KingdomArea: · CORPORATE & INVESTMENT BANKING · Company: · Z01 · What are we looking for? · STEM talent in the BBVA group: What we offer you? · You will be part of a team of more than Technology and Data experts, in 25 countries, whose aim is to take the bank further thanks to technolo ...
-
Goldman Sachs London, United KingdomWHO WE ARE · The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and hig ...
-
Senior Manager Research Analyst
1 week ago
eFinancialCareers London, United KingdomThis is a new search for a great client of ours who currently manage around $6bn in client assets and are headquartered in London. · They are looking to hire a Research Analyst with around 4-8 years' experience to join their investment team to focus on equity manager research, as ...
-
Senior Researcher
1 day ago
eFinancialCareers London, United KingdomOur client is a leading financial institution that have a significant reputation in Research and Data. They are looking for someone who can manipulate large amounts of Data on unlisted infrastructure and other private assets, and provide valuable insightand summaries which can be ...
-
Senior Manager Research Analyst
1 week ago
eFinancialCareers London, United KingdomThey are looking to hire a Research Analyst with around 5-8 years' experience to join their investment team to focus on equity manager research, asset allocation and portfolio construction for multi-asset funds. · The team mostly invests into funds (across equity, fixed income an ...
-
Fund Analyst
1 week ago
eFinancialCareers London, United Kingdom**The Client** · Our client is an independent Wealth Management firm with a established Investment management arm. · **The Role** · The Fund Analyst will be part of an Investment Research team delivering fund research and fund selection to generate views on multi asset classes, s ...
-
Senior Researcher in Finance
1 week ago
eFinancialCareers London, United Kingdom**Senior Researcher In Finance - Private Debt & Credit Risk** · **About us**: · EDHEC is looking for a senior researcher in finance to join a team working on private investments and develop and present new research valorising unique and important financial and non-financial data ...
-
Investment Manager Researcher
5 days ago
BCT Resourcing London, United Kingdom**Investment Manager Researcher** · **London** · **£70,000 - £80,000 per annum** · Innovative and forward-thinking consultancy on the path of expansion seeking an experienced Investment Manager Researcher to join their office in London, Belfast, Manchester, Bristol, Glasgow or Le ...
-
eFinancialCareers London, United Kingdom**Reference · **11854 · **About our client** · A well-established and highly reputable Investment Manager is launching a new international Alternatives business and hiring a top-tier team as they do so. This role will cover a range of Private Real Assets strategies from a Manager ...
-
Junior Quantitative Researcher
1 week ago
eFinancialCareers London, United KingdomA highly established systematic Hedge Fund is looking to expand their quant research team. They are looking for a very strong quant researcher with relevant research experience in alpha generation or portfolio optimization / allocation in a multi asset /CTA setup. · This is a fan ...
-
Investment Strategist
5 days ago
Mason Blake London, United KingdomA single-family office is looking to hire an Investment Strategist to join their investment team. · Key responsibilities: · - Responsible for producing macroeconomic analysis of global markets and cross-asset investment strategy research · - Present regularly in investment strate ...
-
Investment Strategist
1 day ago
eFinancialCareers London, United Kingdom**The role** · The Portfolio Strategy team within the Investment Strategy and Advice (ISA) function provides research, analysis and recommendations on asset allocation, portfolio construction and the investment outlook over cyclical and strategic horizons. This role involvesleadi ...
-
eFinancialCareers London, United Kingdom**Role: · - ** · - Idea generation based on thorough understanding of academic literature and financial market insights · - Research and develop short/medium-term systematic trading signals in futures/FX markets · - Collaborate with the PM and the trading group in a transparent e ...
Senior Analyst, Multi Asset Research - London, United Kingdom - Stonehage Fleming
Description
Description
We have an exciting opportunity for a Senior Analyst to join our Investments division in our London office. The role is alongside another Senior Analyst and will be responsible for providing investment input to and oversight for bespoke, key client accounts. Sitting within the investment team, the role works closely with client relationship managers and stakeholders across the business. A broad role, it is important that applicants have the ability and desire to encompass both aspects:PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
COMPETENCIES, SKILLS AND BEHAVIOURS
We are open to hearing from a wide range of backgrounds, it may be that your past experience has been research focused and you wish to spend more of your time interacting with clients, or you have focused on client interaction and wish to expand your research expertise.QUALIFICATIONS AND EXPERIENCE