CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Principal Duties of the position, including but not limited to:
To take the lead in creating buy lists across allocated Equity and/or Fixed Income fund research areas
To maintain strong knowledge of allocated peer categories as defined by Morningstar, to understanding industry positioning across the sector
To constantly update the buy list and recommend funds for removal or addition according to our monitoring process including the creation of a "bench" of potential managers
To mentor other team members and take on management responsibilities
To contribute to ongoing enhancement of the fund selection and monitoring process, particularly with a view to adding sound quantitative techniques which can create good efficiencies and deliver a more focused approach
To meet with external fund managers to develop qualitative view and deepen understanding of the investment approach
To share with the wider investment team, research into active manager trends and highlighting key strategic papers of leading asset managers
To maintain and develop our manager research database and records
To work collegiately with the team across other asset classes as required
Supporting compliance, regulatory and legal functions including but not limited to the following:
On boarding new managers and target funds
Preparing manager documentation as required
Travelling (up to 20%) to support business needs, including due diligence and onsite meetings with managers
Ad hoc projects as required
Minimum 10-12 years relevant work experience.
Track record of selecting outperforming managers with a focus on Equity or Fixed Income
A strong interest in investment markets and a high degree of proactivity
Good and demonstrated appreciation of quantitative analysis particularly in the area of fund selection
CFA qualification is advantageous or the candidate should be studying towards achieving this qualification
Good knowledge and experience of fund research
Strong knowledge of the main asset classes (equities, fixed income)
Ability to pitch well constructed investment ideas to a wider forum
Numeracy, accuracy and attention to detail as a pre-requisite as is the ability to work to deadlines in a team based environment
Experience in coaching or mentoring a team
Strong analytical and communication skills (both oral & written)
Advanced knowledge of Microsoft Word, Excel, and PowerPoint required
Knowledge of Bloomberg and Morningstar is an advantage