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Fixed Income Investment Analyst

Entry-level at Elliott James Consulting

Fixed Income Investment Analyst

Entry-level at Elliott James Consulting

  • LocationLondon, UK
  • Position levelEntry-level
  • Job period iconFull-time employment
  • Application deadline iconPosted on 11 Sep, 2018
  • Start date iconStart date:
  • Visa iconVisa Sponsor
  • CompetitiveCompetitive

My client is a leading international investment consultancy firm based in London.

Role

This role is responsible for the sourcing, research and monitoring of fixed income investment managers with a focus on credit strategies, both long-only and alternatives (inc. private debt). The analyst will be accountable for making investment manager recommendations, as well as supporting the investment process through maintaining industry contacts and internal databases, analysis of portfolio data and the review of documentation and trade publications.

The responsibilities for the role include
i) Research

  • Generate and maintain short lists of managers for the firms clients in the relevant sub-asset classes of credit markets
  • Liaise with existing industry contacts and develop your own network for sourcing of ideas
  • Maintaining records in the central database
  • Attend and lead investment due diligence meetings with identified managers
  • Preparation of pre-meeting materials (agendas, credit case studies, portfolio analysis etc)
  • Diligently record meeting notes for investment manager meetings

ii) Monitoring

  • Liaise with incumbent investment managers to request portfolio information and keep abreast of developments to the firm, staff and investment processes
  • Identifying, summarising and presenting the key investment issues for discussion at regular manager monitoring meetings based on the underlying portfolio analysis
  • Providing contribution to and participation towards regular evaluation and discussion of credit markets
  • Preparation of pre-meeting materials, case studies and periodic reporting (internal and external clients)
  • Attend and lead manager monitoring meetings
  • Diligent recording of meeting notes

iii) Quantitative analysis and development

  • Maintain existing databases and reports and development and enhancement of fixed income analytical tools
  • Analysis of market information to contribute to the credit investment strategy
  • Fundamental analysis of portfolio data to assist research and monitoring efforts, assessing portfolios on an individual basis as well as how they combine as a part of multi-manager packages
  • Working with investment analysts to co-ordinate workflow
  • Additionally, this role may require some travel to conduct manager research and monitoring meetings.

Person Specification

  • Demonstrated open-mindedness, independent thinking and intellectual curiosity
  • Accuracy, attention to detail and a ‘forensic’ approach are important prerequisites for the role
  • Strong critical thinking ability, able to draw evidence based conclusions drawing on a wide range of information sources
  • Interest and understanding of financial and business economics, capital markets and investment

Qualifications, Experience and Skills

  • The ideal candidate will have 4+ years of investment experience
  • University undergraduate degree – required
  • Strong excel skills – required
  • Technical understanding of fixed income instruments and risk metrics - required
  • Prior experience as a portfolio analyst, research analyst or investment specialist focused on credit markets - desired
  • Prior experience with Bloomberg and FactSet - desired
  • Excellent communication (written and spoken), transparent method of working and strong interpersonal skills to work effectively in a small team environment
  • Strong critical thinking ability, able to draw evidence based conclusions drawing on a wide range of information sources

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