Associate to Senior Analyst

Primary role is to be Senior Analyst in the Research team, primarily focused on Alternative Investments, which supports the investment advisory business. Ability to lead both investment and operational due diligence meetings. Preparing and presenting recommendations to investment committees. Mentoring junior analysts and ensuring that analytical reports are delivered to a high standard.


  • 5+ years’ relevant experience in investment research or other analytical role at a financial institution or investment consulting firm
  • Knowledge of investment management strategies and analytical techniques

  • Experience in analysing small private companies and/or micro-cap companies beneficial

  • Strong financial statement analysis skills

  • Solid experience writing high quality research reports for external consumption

  • Knowledge of UK institutional market particularly pension funds and/or UK insurance companies beneficial


  • Top class undergraduate degree or equivalent from a leading university;

  • Qualified or part-qualified accounting, CFA or Actuarial qualification preferred;

Key Skills:

  • Strong analytical skills with the ability to think laterally

  • Superior communication skills, both written and verbal

  • Ability to independently carry out and manage both investment and operational due diligence meetings 

  • Technologically adept and able to work with proprietary research systems

  • Strong attention to detail

  • Results-oriented, proactive and highly organised

  • Strong people skills and team player