Summary

Superb opportunity for a talented credit analyst to join the expanding fixed income team of a highly regarded, successful asset management firm based in Switzerland.

Description

The Company

My client is a Switzerland-based asset management firm (FINMA licensed and regulated), focused on delivering total returns across a broad range of asset classes, including fixed income, equity, and multi-asset strategies. It has significant assets under management which continue to grow.

The fixed income team operates with a total return approach, unconstrained by benchmarks, and invests globally across the capital structure, utilizing both derivatives (rates, credit, options) and cash bonds. The team consists of five members: two performance credit investment professionals, a macro quant strategist, a special situations investment professional, and the team head.

Currently, there are three credit strategies in place: Defensive Credit, Credit Opportunities, and Special Situations Credit. This covers the whole investment spectrum from cross-over credit opportunities to restructurings.

Additionally, the equity team comprises of five members focused on global equities. There is also a global macro portfolio manager.

The Role

The company now seeks a Senior Credit Analyst to join its expanding fixed income team. The ideal candidate will have a strong background in credit investing, with a focus on leveraged finance and high yield, and a proven track record of providing long investment recommendations.

Experience with emerging market analysis and a strong understanding of macroeconomic drivers, such as growth, inflation, and monetary policy, are advantageous. Knowledge of multiple sectors and companies is also a plus.

This role offers the potential for quick progression into a risk-taking position, such as a Portfolio Manager.

Job description
▪ Generate investment ideas within the high yield space and actively engage in challenging fellow team members during investment committee discussions.
▪ Support to the team’s macro (top-down) research efforts.
▪ Contribute to the ongoing enhancement of the fixed income investment process.

Requirements
▪ Preference given to candidates with buy-side experience.
▪ A minimum of 7 years of experience in leveraged finance, with wide and deep sector expertise.
▪ A degree in economics or a related field from a top-tier university, with excellent academic performance.
▪ Understanding of macroeconomic drivers, including growth, inflation, and monetary policy.
▪ CFA designation (completed or in progress) is an advantage.
▪ Fluency in English is required.
▪ Ability to thrive in a small team environment.
▪ A strong desire to contribute to building a best-in-class investment process.

To apply, in the strictest confidence, please send your CV to Robin Douglas at robin@douglaspartnership.com or call him on +44 (0)20 7193 0064

Summary

Superb opportunity for a talented equity research analyst to assist the fund managers with investment analysis and a broad range of research activities on both existing and new investment opportunities in a highly regarded, successful and expanding investment management firm.

Description

The Firm

My client is a specialist investment advisory firm based in the West End of London managing significant assets on behalf of a wide range of clients. The company has won numerous awards for its alternative approach to long term, secure, income-generating investments. Due to the continued growth of the business, the company now seeks to expand its investment research team.

The Role

This Analyst will report to and work closely with the fund managers and the role will encompass a wide remit comprising both top-down sector level research together with bottom-up investment level research.

Key Accountabilities

• Investment analysis and research activities, to include company meetings, written research reviews, and building and maintaining company valuation models.
• Global (developed markets) equity research, covering areas such as broad infrastructure, clean energy infrastructure, digital infrastructure and real estate (e.g. REITs and REOCs) consistent with meeting objectives of each fund.
• Researching established and emerging investment mega trends (e.g. clean energy infrastructure and digitalisation).
• Ensuring that the fund managers are kept appraised of any significant developments in the outlook for positions held within the portfolios.
• Participate in the development of the investment management strategy for the funds.
• Make investment recommendations in line with the investment mandates and the team’s investment philosophy and process.

Candidates must be able to produce investment research in an autonomous fashion whilst liaising closely with the fund managers and other colleagues within the investment team. From an investment perspective this person will provide input into the overall equity strategy and selection process to help achieve outperformance. This will include ensuring that the chosen investment strategy is being followed in the portfolio, fulfilling compliance with investment and reporting objectives and providing value added input to improve performance.

Qualifications & Experience

Ideal candidates will be educated to degree level and possess the CFA qualification. They must have a strong analytical profile and will currently be working either as a research analyst in an investment management group, wealth management firm, private equity house or pension fund or possibly as a sell-side equity analyst who wishes to move to the buy-side. The successful candidate will have investment research knowledge of infrastructure, global REITs or the clean energy infrastructure sectors.

Candidates must be team players with intelligence, conviction, excellent presentation and interpersonal skills, highly analytical, numerate and computer literate. They must be professional, determined, diligent and able to work in a systematic and disciplined manner.

Candidates must be prepared to take on a high level of personal responsibility and autonomy and be self-motivated. They will also recognise the tremendous opportunity this presents to develop an exciting and challenging career as an investment research analyst within a highly regarded and expanding investment management group.

Remuneration

The company is determined to appoint a high calibre candidate and is offering a negotiable basic salary and a remuneration package which will include a range of benefits and discretionary bonus.

To apply, in the strictest confidence, please send your CV to Robin Douglas at robin@douglaspartnership.com or call him on +44 (0)20 7193 0064