Senior Investment Associate

Meredith Brown Associates
London, United Kingdom
£Exc + Bens & Bonus
05 Nov 2021
24 Nov 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Role & Responsibilities
  • Supporting a range of Institutional and Family Office clients you will work in small team to specify, develop and execute clients' investment strategies.
  • This will involve, among other things:
    • Setting of long-term asset allocation targets
    • Evaluation and selection of third-party investment managers
    • Design and oversight of derivative overlay strategies
    • Research and generation of tactical asset allocation ideas
    • Attending client meetings to report on investment performance and discuss investment strategy.
  • Participating in pitches to prospective clients, performing due diligence on third-party investment managers, co-authoring investment strategy White Papers and helping to develop our technological capabilities.
  • You will also be expected to take an active part in on-going projects and mentoring more junior members of the team.

Background & Experience
  • The ideal candidate will be an intellectually curious team player with strong analytical skills and an active interest in investments and capital markets.
  • Previous investment research experience, either in an investment bank, asset management firm, or investment research house is a pre-requisite
  • Demonstrated ability to write in a clear and structured manner to produce high-quality professional client-facing documents
  • You will have a graduated with a 1st class or 2:1 degree from a leading university and ideally be studying towards or have completed the CFA or CAIA qualifications
  • Strong numerical and system skills with a particular focus on Excel
  • Able to work within a rigorous investment process

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted
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