Job Description
To assist the Investment Committee in outperforming our benchmarks.
Contribute to the house investment strategy, building portfolios within pre-agreed risk frameworks originating ideas, conducting investment research and due diligence and communicating our results.
Key Responsibilities
Idea generation:
- Analyse investment trends, economic data points, review investment commentary to generate views on asset classes, sectors and securities with a view to express recommendations that will assist in tactical asset allocation decisions.
- Quantitatively and qualitatives review long-only and alternative funds, ETFs and single name stocks for inclusion within investment portfolios. Originate investment ideas through primary research and develop into investable opportunities.
Due Diligence
- Completion of internal fund due diligence questionnaires and ongoing oversight of funds to confirm their continued inclusion in portfolios
IC Member:
- Lead investment research for an asset class and support colleagues with research projects within other asset classes.
- Active role in debating investment positioning / changes and participating in decisions that form the house view and lead to the selection of investments.
- Work with our risk manager to analyse our past decisions.
- Support the process of constantly improving/optimising the IC process.
- Coaching junior members of the investment team.
- Participation in adhoc projects as determined by Head of Investment Management or Head of Investment Research.
Written commentary:
- Contribute to research papers and articles for both internal and external use.
- Present / promote / communicate Arbuthnot Latham’s house view and range of services internally in briefings or to clients in support of Private/Commercial Bankers, Wealth Planners or Investment Managers.
Risk
- Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.
Key Interfaces
- Investment Team
- Research Analysts
- Fund managers
- Investment Banks
- Institutional Research Providers
- Private/Commercial Banking Teams
- Clients and Intermediaries
Person Specification
Knowledge / Experience
- Significant experience as an investment analyst/risk taker with experience of idea generation, quantitative filtering, thorough research and analysis, due diligence and investment selection.
- Experience of portfolio construction across a wide asset range (i.e. asset allocation across fixed income, equities, alternatives and commodities).
- Sound knowledge of modern portfolio theory and the impact of various risks in portfolio construction and monitoring.
- Some experience / knowledge of HNW private client portfolio management is a plus but not a requirement.
- Capable to stand up and present to a wide range of audiences our strategy.
- A diplomatic team player able to support the expansion of a highly focused investment team within a Listed Bank.
Qualifications
- Minimum qualification of IMC
- CFA/CAIA preferred
Competencies
- Expert Knowledge
- Performance Focus
- Working Proactively
- Communication & Confidence
- Leading others
- Business and Commercial Focus
About Us
Not Specified
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