Description:
Investment Specialist
The role, responsibilities and duties will be as follows but not limited to:
Investment Committee Meetings
? Assisted by a team of investment analysts, prepare for and present at
quarterly investment committee meetings for a growing range of sub-funds
under a global umbrella scheme, currently 16 sub-funds.
? The feedback at a minimum to cover global macro-outlook, fund performance
attribution review and fund positioning.
? Having considered the above providing recommendations for proposed
changes, if applicable, to the committee for consideration and debate.
? Actively participating and leading the investment debate and discussion.
? Following through with the decisions taken to implement any changes
required including review and authorisation of trade plans.
Team Oversight
? Oversight of the Investment Analysts in the preparation of daily, monthly and
quarterly investment reports to the manager and board of the umbrella.
? Ensuring that the tasks are equitably allocated amongst the team and
leverage off the individual’s strengths whilst providing coaching and guidance
as needed.
? Through active debate, engagement and coaching, improve the quality of
output from the team.
? Implementing systems and processes to ensure consistency of output and
quality of work produced by the team.
? Reviewing and approving trade plans.
? Oversight of placing the trades with brokers and settlement.
Research
? Global macro-economic research to maintain an updated view.
? Fund performance attribution and identifying new funds and instruments for
possible inclusion in portfolios.
? Preparing fund comparisons and back testing.
? Researching funds and individual securities.
? Researching and analysing companies, particularly in terms of their financial
functioning and health.
? Analysing company accounts, profit and loss and cash flow information.
? Building valuation models to interpret complicated financial information.
? Writing financial research summaries.
Business Development
? Assist to identify new business opportunities.
? Preparation and presentation to potential clients and partners on investment
proposals, process and philosophy.