INVESTMENT RESEARCH AND STRATEGY VP

A leader in investment management, are seeking to hire an Investment Research and Strategy VP, to pull together internal and external perspectives across private markets, with the aim of creating and curating thoughtful content that can be delivered across the organisation and to clients. This is a front-line role, developing internal and external relationships, that afford data insights into events currently shaping the private markets. There will also be scope for the individual in this role to shape the strategy for the team.

SKILLS

• 8+ years of experience in asset management or financial services
• Knowledge of Financial Markets with ability to discuss macroeconomic trends at a high level
• Strong analytical and problem-solving ability - able to grasp concepts quickly, analyse relevant information

EDUCATION

• Undergraduate or graduate degree. CFA and/or CAIA is a plus but not required.

• Conduct qualitative and quantitative research into investment and market trends across private markets (private equity, real estate, private credit, infrastructure).
• The individual needs to enjoy building relationships with peers, internal investors and data providers, analyzing data and contributing to building a narrative.
• Partner with Preqin and eFront on generating data driven insights around the private markets performance and the investment opportunity set.
• Update regular marketing materials (e.g. Investment Research Client Narrative) and chart pack of private markets slides in the BII Chart Pack.
• Support the team by developing talking points and custom materials for external engagements (client meetings, webcasts, conferences), and roadshows globally.
• Conduct ad-hoc analysis on topical events with the aim of producing a summary of impact and perspectives (e.g. 2023 regional banking volatility).