Find a Job

View detailed job description

Equity Fund Manager's assistant, London

Salary £45k to £55k
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/KH/28407
Contact Kirsty Pineger
Date posted 22-03-2018

Great opportunity for a performance candidate to move into the front office to work directly with Investment Staff (Portfolio Managers, Portfolio Specialists and Research Analysts) to provide them with a variety of investment information and data relating to portfolios. The role is Equity focussed.

• Investment Staff Support applying in-depth analysis and research of investment performance and portfolio construction to activities such as: researching of portfolio performance, attribution, characteristics and statistics; monitoring asset allocation and portfolio positioning and coordination of requests for market openings in a new country and provision of performance and attribution reporting.
• Partner with the Manager on team business planning and represent the Manager and Team as a partner or project lead on cross-functional process initiatives.
• Provide leverage to Investment Staff as a lead interface with various internal groups (e.g., Performance, Accounting, Pricing, Corporate Actions, Client Services, Sales, Marketing, Reporting teams, etc.) in response to questions and data requests from clients, RFPs, Questionnaires ect.
• Represents the PM on enterprise wide initiatives to ensure the needs of PM are considered and are addressed in implementation of new or upgraded systems, technology tools, workflow projects, process engineering and/or delivery of services (i.e. GIPS compliance (in conjunction with Investment Compliance, PMs and Portfolio Modeling Group), systems development-testing-upgrades, etc.


• Degree educated or equivalent along with relevant work experience gained within an Investment Management firm.
• In-depth knowledge of Equity investment concepts.
• Advanced Excel skills
• Familiaritywith financial statements, markets and investments

Candidates without prior experience within a similar role in Investment Management will not be considered for this role.

Ready to apply for this job? Apply Now

Contact Kirsty about this job

Director, Investment & Middle Office