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Analyst, Fixed Income Research, Investment Consulting
August 8, 2018
London, United Kingdom
This role is responsible for the sourcing, research and monitoring of fixed income investment managers with a focus on credit strategies, both long-only and alternatives (inc.private debt).
The analyst will be accountable for making investment manager recommendations, as well as supporting the investment process through maintaining industry contacts and internal databases, analysis of portfolio data and the review of documentation and trade publications.
Their investment process is predicated on a deep and thorough analysis of qualitative and quantitative factors of investment success and an unconventional approach to sourcing of investment managers and idea generation.
Once a manager is selected for their clients it is subject to a rigorous monitoring process, designed for the analyst to continually check that the tenets of their original investment thesis remain intact. Their success is tied to the performance of our recommendations which we are wholly accountable for. The successful candidate is expected to fully subscribe to this investment process.
The responsibilities for the role include: i) Research
Generate and maintain short lists of managers for our clients in the relevant sub-asset classes of credit markets
Liaise with existing industry contacts and develop your own network for sourcing of ideas
Maintaining records in the central database
Attend and lead investment due diligence meetings with identified managers
Preparation of pre-meeting materials (agendas, credit case studies, portfolio analysis etc)
Diligently record meeting notes for investment manager meetings
Liaise with incumbent investment managers to request portfolio information and keep abreast of developments to the firm, staff and investment processes
Identifying, summarising and presenting the key investment issues for discussion at regular manager monitoring meetings based on the underlying portfolio analysis
Providing contribution to and participation towards regular evaluation and discussion of credit markets
Preparation of pre-meeting materials, case studies and periodic reporting (internal and external clients)
Attend and lead manager monitoring meetings
Diligent recording of meeting notes
Maintain existing databases and reports and development and enhancement of fixed income analytical tools
Analysis of market information to contribute to the credit investment strategy
Fundamental analysis of portfolio data to assist research and monitoring efforts, assessing portfolios on an individual basis as well as how they combine as a part of multi-manager packages
Working with investment analysts to co-ordinate workflow
Additionally, this role may require some travel to conduct manager research and monitoring meetings.
Qualifications, Experience and Skills
The ideal candidate will have 4+ years of investment experience
University undergraduate degree – required
Strong excel skills – required
Technical understanding of fixed income instruments and risk metrics - required
Prior experience as a portfolio analyst, research analyst or investment specialist focused on credit markets - desired
Prior experience with Bloomberg and FactSet - desired