As a member of the Investment Department, the role of the Investment Analyst - Alternatives, is to support the team in the sourcing, due diligence, monitoring and implementation of alternative fund ideas in client mandates.
Key Skills & Attributes
- Proficiency in quantitative and qualitative investment analysis.
- Ability to work with colleagues within a disciplined investment process.
- Mature, competent, collegiate, and energetic team player.
- Excellent communication and presentation skills.
- Experience in selecting and monitoring third-party product and alternative assets.
- Ability to make timely, well-considered investment decisions.
- Follow in-house alternatives selection process.
- Keeping up to date with market developments, new investment products and all other areas that can affect alternatives asset classes and specific investments.
- Writing research reports to support the initiation of recommendations to the investment team, being able to position ideas and articulate the absolute and relative attractiveness.
- Meeting with and providing information to the investment team; this includes summaries of research, investment ideas, recent company results and earnings.
- Considering investment recommendations and existing exposures in the context of the wider portfolio and other opportunities in the sector.
- Liaise with colleagues to ensure that mandate-specified return and risk limits are employed efficiently and are consistent with the objectives of the mandate or portfolio
- Proactively drive forward sector/fund specific research initiatives
- Work closely with colleagues to ensure alternatives positions are correctly calibrated.
- Work with client relationship managers, where required, to report to clients.
- To implement CCLA's policies and procedures relating to the integration of environmental social and governance factors.
- Conduct ongoing monitoring of alternatives holdings to assess the fund positions against portfolio objectives and investment needs. Key Accountabilities
- Ensure CCLA’s alternatives selection process is consistently applied and developed.
- Conducting due diligence and monitoring of alternative investment.
- Ensure clear, unambiguous and timely recommendations.
- To operate in a fashion that supports and is in accordance with the aims, strategy and mode of operation of the Company and in line with FCA PRIN.
- Maintain knowledge of current market events, to include an understanding of the macro-economic environment and other factors affecting fund prices.
- To work effectively and cooperatively with all other company employees, customers and counterparties.
- To attend internal committees and briefings as appropriate.
Qualifications & Experience
- Minimum 3 years’ experience working either as a fund or equity analyst within an investment management group, wealth management firm, family office or pension fund.
- Educated to degree level, preferably in a relevant subject.
- Ideally CFA qualified or training towards the qualification.
- Within Alternatives, the candidates’ experience should primarily be within real assets, private equity, and credit funds, as opposed to experience of hedge fund strategies. Specifically, experience analysing infrastructure and property investments, both in the UK and overseas, is of critical importance.
- A solid understanding of accounting and financial analysis; familiarity with analysis of various alternative asset classes; and an understanding of multi-asset portfolio construction.