We have two newly created roles as our client is focusing on growing this area of the business, one person to focus on charities and the other on multi-asset funds. (Experience of the UK charity sector would be useful but is not a necessity.)
The team is collegiate and experienced and has generated strong returns with the backing of a research team.
Assets are managed across balanced funds, charity pooled funds and client specific segregated funds. The approach is bottom-up stock picking driven by a thematic, ESG and fundamental approach.
We are seeking candidates who can bring a broad range of skills to the team: idea generation, stock picking (building on the work of a team of analysts), communication, portfolio construction and process management & evolution. They may also have bond market knowledge and experience.
We are looking for a commercial attitude with the ability to help build assets in the sector, also take part in pitches, help with RFPs, build relationships etc.
A strong academic record; ACA or CFA desirable.