Our client is a single family office with offices in London and the U.S. They invest globally, across multiple asset classes, using a combination of top-down global macro analysis and bottom-up fundamental research to identify and express high-conviction investment ideas. The investment portfolio spans asset classes from venture to large caps, but they are not afraid to take concentrated positions in high-conviction ideas. They express core investment themes through direct investments in liquid securities and commodities, as well as through selecting best-in-class managers where it makes sense to do so.

They invest with a horizon that stretches beyond that of the average quarterly-obsessed fund manager and having their roots in the pioneering of new technologies in natural gas exploration and production in the U.S. and across the globe, they have a global outlook with a core focus on innovation, both in the resources sector and more generally.

Candidate Fit

This role will suit someone with a passion for investing, who is looking to refine their craft at an independent, multi-asset investor, and who can thrive in an entrepreneurial, small team environment. A strong foundation of financial skills is required, to be able to appraise investments in different vehicles and sectors.

The role offers the opportunity to take a high degree of responsibility for contributing to a global portfolio, with the freedom to invest across a broad investment universe. Working directly with the CIO, as well as coordinating with the wider team in London and the USA, the Senior Analyst will gain exposure to a wide range of investments and will be heavily involved across the whole portfolio.

This is a small team with a flat structure that works very closely with the family principal, who is highly experienced and passionate about investing. Cultural fit is key, and the ideal candidate will be conscientious, personable, adaptable, and discreet. As with most family offices, confidentiality is fundamentally important.

Duties and Responsibilities:

  • Conduct fundamental research on global sectors, industries, and stocks to originate, propose, analyse and execute new investment ideas via single stock, ETF, or index positions as well as investments in other asset classes, including investments in investment managers.
  • Work directly with the CIO and other members of the investment and operations team, assisting with portfolio strategy, portfolio construction, risk management and portfolio monitoring processes.
  • Assist with building and improving the quantitative processes around trade order execution and allocation, macroeconomic and market technical signal generation, and performance attribution and reporting.
  • Provide assistance with ad hoc investment and operational needs/projects
  • Build financial models and projections, and conduct valuation analysis
  • Write clear, well-researched, succinct investment reports, market commentary, and prepare and contribute to other reports as required
  • Perform ongoing analysis and monitoring of active portfolio investments
  • Contribute to market views and the generation of investment ideas

Key Experience & Competences:

The successful candidate will have a solid foundation of technical skills and a strategic understanding of investing across a broad range of assets. They will likely either be currently working in a junior investment position and looking to move to the next stage of investment management or currently working in the financial industry and looking to move into a privately managed investment fund. To excel in this role, the following will be important:

  • A high degree of financial literacy. A financial qualification is preferred (ACA, CFA, etc.)
  • Excellent analytical, quantitative and problem-solving skills
  • Proficient in Excel modelling
  • Excellent written and spoken communication skills. You must possess the ability to write notes and reports that articulate investment ideas clearly and succinctly
  • Strong attention to detail and accuracy, with the ability to produce consistent high-quality work
  • Flexible, diligent, self-motivated, tenacious, ability to get things done in a timely manner
  • Willing to work in a dynamic, flexible, and opportunistic family office environment
  • Collaborative team player who is also able to work independently and proactively
  • Solutions oriented – adaptable to the changing needs and preferences of the family
  • Able to be discreet and maintain confidentiality.
  • Passion about investing, companies and markets

Other

  • Fluent in English
  • Right to live and work in UK
  • London-based role with occasional international travel (quarterly or biannual)

Remuneration will be commensurate with the duties and demands of the role, the experience of the candidate and will likely be in the region of £60,000 to £80,000 plus some discretionary bonus.

If you would like to find out more about the role, please send your latest CV to Jeremy Green at jeremyg@agreusgroup.com.

(Due to the high level of interest in this role, it will not be possible to respond to all applications.)

REF: AGR2857