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Senior Investment Analyst

  • Permanent
Job Title: Senior Investment Manager

 Location: London

Salary: £110,000

 Role Overview:

William Rose Associates are working alongside a highly regarded Wealth Management based in London which is looking for a Senior Investment Analyst, to join the firm.

  • • Assist the CIO with annual fund due diligence review meetings with our major active fund providers.
  • Lead on the preparation of regular Portfolio Monitoring Reports for all portfolios over time but starting with our core ranges (including ARC comparisons) that will be presented to the CIO and IPGC.
  • Lead on establishing a formal active fund/manager selection process, which combines fundamental research with quantitative analysis to help inform investment decisions from IPGC.
  • Responsible for fund due diligence review process to ensure that all existing funds are reviewed across quantitative and qualitative factors and compared versus competitors on a rolling frequent basis.
  • Undertake detailed manager and fund research and selection following the CIO and IPGC's view in market opportunities.
  • Assist the CIO in improving and maintaining the firm’s framework for strategic asset allocation.
  • Assist the CIO in maintaining our Long-Term Capital Market Assumptions framework.
  • Lead on maintaining and improving fund database, ensuring the effective utilisation of Morningstar data feed and error-free raw data environment with support of junior analyst.
  • Maintain accurate internal data records and processes to the highest standard.
  • Assist CIO to build and maintain an external profile for IM as a thought leadership brand through publications, media engagements, conference presentations and client meetings.
  • Assist CIO with discussions and update team members about capital markets, portfolio performance, positioning, and the business’ systematic investment process.
  • Meeting with clients (public facing side of role) – asset allocation, expected returns,
  • Publishing investment focussed documents for clients.
  • Producing and hosting relevant and informative Podcasts.
  • Presenting at the weekly Sales Team Meeting updates.
  • Presenting at the Investment Committee
  • Lead development efforts to build an in-house risk monitoring dashboard and review mechanism (including both quantitative and qualitative monitoring indicators) to oversee funds’ performance.
  • Conduct regular model portfolio review to ensure portfolios are positioned within IPGC agreed risk guidelines and track within performance expectations.
  • Lead development efforts to build the technical infrastructure associated with the portfolio construction approach.
  • Lead on the implementation of new models based on new ranges mandated by IPGC and CIO.
  • Maintenance of all model portfolios (core & bespoke) to ensure that all portfolios are in line with target asset allocation and underlying portfolio characteristics within a range as determined by the CIO based on decisions made at IPGC.
  • Implement changes in target weights in a timely, cost effective and compliant manner across all portfolios post IPGC strategic decisions (generally twice per year).
  • Maintain records of portfolio changes, sign off process and the rationale.
  • Construct and monitor single stock and bond ladder portfolios including identifying appropriate bond replacements upon bond maturity.
  • Lead development efforts to build an in-house quantitative risk monitoring dashboard for each portfolio to determine whether model portfolios are line with strategic risks as determined by the IPGC and or portfolio constraints.
  • Minimum CFA Level 3 qualified
  • Relevant Financial Services/ Mathematical or Economics degree educated
  • A minimum of 8 years’ experience in a similar position Senior Investment Management Analyst in a wealth management business or investment management business.
  • Thorough knowledge of industry practices and UK regulations.
  • A good knowledge of US regulations preferred but not essential.
  • An analytical mindset with excellent organisational skills.
  • Excellent attention to detail, strong analytical skills and report writing skills.
  • Ability to work in a team environment.
  • Strong analytical skills and report writing skills.
  • Ability to communicate clearly at all levels both internally and externally.
  • Ability to work under pressure and to tight timescales.
  • Ability to multi-task and hit the ground running.

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William Rose Associates
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