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Posted on 07 May, 2024

Investment Associate - Multi-Asset Investment Office

The individual will have the following core responsibilities: 
  • Supporting the CIO with new due diligence projects and refreshing coverage of current external managers across asset classes
  • Supporting the CIO with macro-economic analysis to drive thinking around portfolio construction and rebalancing
  • Assisting with client portfolio management, preparing materials for client meetings
  • Operational support where required

The individual should have: 
  • 2-3 years' experience in a relevant field - multi-family office, endowment fund, asset manager, or a strategy consultant with project experience in financial services
  • First class academic background, up to degree level from a leading university. Minimum A-level qualifications (or equivalent) in Mathematics, Economics, or in a quantitative degree
  • Knowledge of and interest in financial markets

Desired Experience

2-3 years' experience in a similar seat

Key Elements of the Role

Assisting with manager research, due diligence, macroeconomic research, client portfolio management


West End, London
Bikram Rana

Bikram Rana


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