SUMMARY:
Economic research, market research, industry trends research, competitor analysis, manager research
POSITION INFO:
Your applicable education will enable you to:
Quantitative Research / Analysis :
- Macroeconomic research.
- Macro regime research / business cycle research.
- Asset class valuations research.
- Investment styles research.
- Geographical fundamentals / Regional fundamentals research.
- Currency markets research.
- Portfolio construction research.
- Portfolio performance attributions research.
- Manager Research.
- Asset Allocation monitoring.
- Industry trends research.
- Competitor analysis research.
- Process automation research.
Qualitative Research / Analysis:
- Macroeconomic research.
- Macro regime research / business cycle research.
- Asset class valuations research.
- Investment styles research.
- Geographical fundamentals / Regional fundamentals research.
- Currency markets research.
- Portfolio construction research.
- Portfolio performance attributions research.
Member of Investment Committee:
The key role here is to support the fundamental risk-management-process across the 7 Pillars of Investments Decisions Making.
- Global macroeconomics risks.
- Global macro-regime /business cycle risks.
- Global asset class valuations risks.
- Global currency risks.
- Global investment styles risks.
- Global geographical / regional risks.
- Global manager selection risks (Active Managers & Rules Based Managers).
Client Support:
- Client relationship management
- Member of investment committees and collaborating with clients to profitably combine of companies key fundamental risks as noted above.
- Playing a key role in communicating the key investment strategy thoughts to clients, but in a manner that is highly customised to their specific and varied needs.
- Ability to translate on-going client queries, concerns, requests etc. into clear feedback to CIO and Investment Team at large, with regards to positioning the Investment Process to allow it to be more relevant to clients’ fundamental investment needs.
- Contribution to the preparation of and continual development of client quarterly reports.
- Contribution to the preparation of, and continual development of more frequent client reporting obligations – typically monthly.
- Client presentations, within the boundaries of specified investment mandates.
- Client investment and non-investment queries within the boundaries of specified investment mandates.
- Client ad-hoc support, within the boundaries of specified investment mandates.
- Investment decision making support functions.
- Full ownership of high-frequency-administration tasks e.g. setting up and maintaining a broad array of spread-sheets which support the investment-decision-making-function, setting up and maintaining a broad array of investment feedback reports, setting up and maintaining a broad array of presentations e.t.c.
- Actively contributing to the setting up and development of processes which make high-frequency roles more efficient, highly repeatable, etc.
- Support Clients in their own business development initiatives from time to time.
- Support Clients in their own client relationship initiatives from time to time.
Manager Support:
1. Managing Director Support:
- Actively supporting the MD in the day-to-day operational activities that support the Investments Decision Making Framework.
- Actively supporting the MD in the day-to-day operational activities that support the Business Strategy Framework.
- Ad hoc.
2. CIO Support:
- Actively supporting the CIO in the day-to-day operational activities that support the Investments Decision Making Framework.
- Ad hoc.
3. Senior Portfolio Manager Support:
- Actively supporting Senior Portfolio Managers in the day to day operational activities that support the Investments Decision Making Framework.
- Ad hoc.
4. Head of Business Development Support:
- Actively supporting the Head of Business Development in the day to day operational activities that respond to client requests and queries.
- Ad hoc.
