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Analyse and review existing mandates to ensure ongoing fitness for purpose
Source high quality external managers to cost-effectively implement desired beta and alpha solutions
Identify compelling opportunities to diversify alpha and maximise risk-reward of external manager programme
Continually and proactively seek to identify alternate managers that meet programme requirements
Recommend improvements, as necessary, to the research process
Conduct thorough investment due diligence (DD) on prospective managers, including effective operational and legal pre-screening
Marshall managers through the DD process in liaison with ODD, legal, Head of Credit/Fixed Income, PAIR, Compliance, RI, and operations teams.
Ensure that all DD reports and supporting materials are appropriately filed on a timely basis Contribute to improvements in the DD process
Own most aspects of manager on-boarding and mandate implementation, especially where there are specific credit implementation considerations.
Monitor manager risk exposures and performance attribution against mandate and expectations
Establish, deepen and strengthen relationships with external managers to maximize value-added including:
Identity opportunities for direct or co-investment
Work with managers on idiosyncratic credit/Fixed income ideas that can be implemented at Scheme level. Produce reports on these ideas for discussion with CIO/CEO/Asset Class Head.
Work with head of PMMS on providing advice and insight to Head of ISA on Credit and other stakeholders as requested.
Management of analyst (s):
Planned team build out of 1-2 personnel reporting into PMMS Credit Specialist PM. The successful candidate is expected to:
Work well within the wider team, helping create a clear vision and plan for its development;
Develop top quality staff to enhance the existing capabilities as required;
Manage and motivate reporting staff members.
Competencies, Skills and Experience
Experience researching and selecting managers across multiple asset classes but with a focus on credit and fixed income, and investment styles.
Strong knowledge of the credit and fixed income investment landscape including managers and strategies.
Strong quantitative and qualitative analytical skills
Excellent communication skills (written and oral)
Hard-working team player
Sound judgement & commercial awareness
Performance orientated and results-driven.
Ability to negotiate to a high level (with guidance as needed).
Ability to understand legal documents and structures to ensure that USSIM has appropriate structures and optimal allocations in place (with support and guidance from other support functions and head of PMMS).
Clear-headed analysis of the investment merits of a manager and strategy, and universe and opportunity set in Credit and Fixed Income.
Portfolio construction (sources of alpha, calibration of risk/return) and deep understanding of credit.
Able to drive an investment through from proposal to investment and monitoring.