We are recruiting a talented and highly motivated candidate to join our Equity Team as an Associate Portfolio Manager. The successful candidate will be an integral part of a team that manages global equity portfolios for clients. They will be responsible for carrying out fundamental and ESG company research to help generate investment ideas, in addition to various operational activities to ensure the successful management of portfolios.
Responsibilities include:
* Work within the equity team’s structured investment process to help generate investment ideas for portfolios from a broad global stock universe.
* Conduct bottom-up and ESG equity research to identify opportunities across sectors and regions.
* Ensure the investment ideas generated are suitable for different investment strategies and security universes.
* Build and maintain quantitative Excel based tools, to aid the investment decision making process and management of portfolios.
* Assist with the effective management of client portfolios to ensure they are managed in line with their respective investment objectives, guidelines and restrictions.
* Perform related activities such as trade generation, attribution and client report writing.
Qualifications
* A degree in Economics, Finance, or a related discipline, is preferred.
* Relevant finance industry experience and securities analysis would be an advantage.
* Numerical and analytical with excellent attention to detail; competent in statistical and quantitative analysis.
* Additional relevant qualifications including the Chartered Financial Analyst (CFA) would be an advantage.
* Proficient in Microsoft Office applications, VBA and Bloomberg.
* Experience in Python/Matlab and managing a code base under Git version control would be an advantage.
* Strong interpersonal skills and ability to communicate ideas clearly.
* Self-motivated, well organised with an ability to multi-task.
* A passion for financial markets and a keen interest in companies.
* Hybrid flexibility - work from office 2 days a week.
* A supportive, team-driven environment with opportunities to grow.
* Benefits such as Pension scheme, life cover, income protection and many more.
At IQ-EQ, we thrive on expertise, collaboration, and innovation. This isn't just a job - it's an opportunity to be a part of something bigger. Apply now to be a part of our exciting journey!
Additional information
At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
Company description
IQ-EQ is part of a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.
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