Investment and Research Executive

 Responsibilities include:

Maintain and develop network of LP's, advisors and placement agents
Investment sourcing, both private equity and public fund managers, and pipeline generation via both desktop research and network
Curating pipeline and writing research notes on c.40 top quartile PE managers and liquid managers
Build and maintain 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

Support team with investment reports and coverage working with team on:
Monthly and quarterly reporting (including board packs) preparation covering performance, capturing key points from managers reports, company earnings summaries and market commentary.
Investment manager monitoring and coverage capturing key notes from meetings and updates.
Ad hoc projects including maintenance and improvement of tools, templates and databases for: opportunities pipeline, network and reporting.

Qualifications:
CFA, CISI, qualified accountant or equivalent
At least 5 years’ experience working in investment management, private equity, or other related areas of finance