Alternative Investment Market (AIM) Research Analyst/Investment Manager

  • Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • Sarasin & Partners LLP
  • 23 Nov 17 2017-11-23

Sarasin & Partners LLP is an Asset Management firm based in the UK with assets circa £14bn. The role is to research UK AIM stocks and small cap markets with the objective to contribute to strong investment performance for clients and (as a result) help drive growth in AIM franchise.

This role would suit a creative thinker with specialist knowledge and interest in the UK AIM market. The successful candidate will be CFA part-qualified and have strong analytical skills based on fundamental rigour. Proficiency in writing and presentation skills is elemental to contribute to creating a culture of excellence, debate and collegiate thinking.

Key responsibilities are:

To contribute to the AIM IHT Portfolio Service and research process:

  • Initiate research process on target investments
  • Liaise with brokerage community and other sources to populate pipeline of potential investments and monitor external opinion about Sarasin investee companies
  • Company visits and attendance of relevant AIM / small cap conferences
  • Refer potential investments to PWC prior to proposal to purchase to check BPR qualification
  • Present proposed portfolio activity (purchases / sales) to the AIM Advisory Board for approval prior to execution
  • Monitor and review holdings through maintenance of up to date research notes in approved format on all investee companies
  • Input trades for AIM portfolios into Charles River
  • Work with junior private client team members on AIM research

Active contribution to internal and external communication and business development:

  • Participation at annual AIM seminar and other AIM marketing events
  • Attend AIM client meetings when requested by client directors subject to time and availability
  • Attendance and participation expected at the following:
  • Daily morning investment meeting
  • Weekly Private Client meeting
  • Company meetings with analysts
  • Fortnightly AIM Advisory Board (frequency TBC)

Participation in the broader UK Equity team investment process:

  • Active contribution to regular investment team meetings
  • Work with the team on analysing smaller (non-AIM) UK companies as capacity allows
  • Ensure openness and integration of AIM process within the wider UK equities process

Required job skills:

  • Buy/sell side AIM research and portfolio management experience
  • Specialist knowledge of UK AIM and small cap market
  • Qualifications in IMC, CFA I and II