Research and Reporting Executive - Family Office (Part Time)

Job Description

 You will be required to support team with Investment Reporting, Research and write ups on new funds and investment opportunities prior to submission to the Investment Committee.

This is a unique role where you will work with both the CEO and the Head of Research to:

Build and maintaining network of LPs, advisors and placement agents
Generate New investment sourcing and pipeline via both desktop research and network.
Curating pipeline and writing research notes on c.40 top quartile PE managers and liquid managers
Reviewing and re-underwriting of existing holdings to enable informed rebalancing discussions
Ad hoc projects including maintenance and improvement of tools, templates and databases for: opportunities pipeline, network, reporting and information management
Monthly and quarterly reporting (including board packs) preparation coving performance, capturing key points from managers reports and market commentary
Manager monitoring and coverage capturing key notes from meetings and updates.
If needed mentoring junior team members on improving reporting product, approach and critical thinking.

This would suit a qualified CA, ACA, CFA or CISI with a minimum of 5-8 years relevant work experience who would like to work in a part time capacity.