Job description

The opportunity

Job title:

Fund Analyst

Salary:

£40,000-65,000 p.a. plus pension and other benefits

Contract type:

Permanent

Closing date:

Monday 1st August 9am

Interview dates:

1st Round Interviews: w/c 15th August

2nd Round Interviews: w/c 22nd August

Reporting to:

Investment Director

The team:

Our team is small, so you will work across all asset classes, including public equity, credit, hedge funds, private equity, venture capital, private credit and private real estate. The focus will be on helping to deploy the endowment’s impact investment allocation but you may also be involved in broader portfolio management issues including asset allocation, performance analysis and reporting. The role provides a wealth of opportunity to develop a detailed understanding of long-term multi-asset class investing as well as investing for social impact.

Key

responsibilities:

We are seeking an enterprising, delivery-minded, collaborative individual. You will be responsible for a broad range of investment management activities, including:

•       Screening and due diligence of external managers, funds or direct investments across all asset classes;

•       Monitoring of current investments through manager meetings, conferences, fund document reviews, including providing performance analysis and written commentaries;

•       Research into social impact investment markets and new fund opportunities including assessment of the health impact measurement systems and methodologies.

•       Maintenance and improvement of various proprietary portfolio management, cash flow, reporting and risk systems;

•       Preparing regular performance reports and materials for our investment committees and sub committees, including performance, attribution and exposure analyses;

•       Research into economic, industry and financial market trends to help inform asset allocation decisions and to fuel investment idea generation

Person Specification

What we’re looking for

Experience:

Skills, abilities and knowledge:

Personal attributes:

•       Minimum of 1 year experience in an investment related role.

•       Experience can include but is not limited to any of the following areas:

o  Asset management in commercial or charitable organisation;

o  Investment function in single or multi-family office;

o  Investment function at direct investment fund or multi-asset investment   fund;

o  Investment consultancy; and/or

o  Financial advisory.

•       A strong knowledge of financial markets for example through experience of investing across one or more asset classes; portfolio analysis; or through self-directed interest/ personal investments in this area.

•       Skilled at examining and interpreting data from different sources and understanding the impact this will have on investments. Must have attention to detail and good communication skills. These capabilities will be tested during the recruitment process.

•       Advanced excel skills and good knowledge of Microsoft Office.

•       As part of a charitable endowment seeking to achieve health impact as well as financial returns, we are looking for a candidate who demonstrates our core values, someone who takes pride in using their initiative, in being flexible and agile in times of change and who demonstrates integrity and loyalty to our colleagues and our stakeholders.

How to apply

Thanks for your interest in working with us.

We’re working hard to ensure we recruit great people and minimise unconscious bias in our selection process. To support this, we use the Applied platform, which anonymises applicants. To apply for the role, please go to:

https://app.beapplied.com/apply/jd3rqkylyo

To find out more about the role, please contact [email removed - click apply for more details]