Senior Associate - Manager Selection Senior Associate - Manager Selection …

Omni Resource Management Solutions
in London, England, United Kingdom
Permanent, Full time
Last application, 31 Mar 20
Competitive salary and benefits
Omni Resource Management Solutions
in London, England, United Kingdom
Permanent, Full time
Last application, 31 Mar 20
Competitive salary and benefits
This role will focus on monitoring and selection of external public market long only mandates, across asset classes, with a primary focus on fixed income allocations within the DC and DB Schemes.

Key responsibilities

Research:

  • Analyse and review existing mandates to ensure ongoing fitness for purpose and produce regular monitoring reports
  • Source high quality external managers to cost-effectively implement scheme’s desired beta and alpha solutions
  • Work with asset class heads to ensure diversification of alpha and maximise risk-reward of external manager programme
  • Develop and refine close peer groups for all external mandates and identify back up managers.
  • Recommend improvements, as necessary, to the research process

Due Diligence:

  • Conduct thorough mandate search and produce initial long and short lists of managers, sometimes working with external consultants.
  • Conduct thorough investment qualitative and quantitative due diligence (DD) on prospective managers, including effective operational pre-screening
  • Ensure that all DD reports and supporting materials are appropriately filed on a timely basis
  • Contribute to improvements in the DD process

Implementation:

  • Marshall managers through the DD process in liaison with ODD, legal, PAIR, Compliance, RI, and operations
  • Work closely with legal on negotiating IMA and side letters with managers
  • Own most aspects of manager on-boarding and mandate implementation

Additional responsibilities:

  • Establish, deepen and strengthen relationships with external managers to maximize value-added
  • Develop relationships with asset class heads to understand their strategies and how to help implement them
  • Work closely with other functions within the Investment Product Management (IPM) team.

 

Your experience

  • University degree
  • Experience researching and selecting managers across multiple asset classes with a focus on credit
  • Clear-headed analysis of the investment merits and risks of a manager and strategy
  • Strong balance of quantitative and qualitative analytical skills
  • Highly numerate and computer literate
  • Excellent communication skills (written and oral)
  • Hard-working team player
  • Sound judgement & commercial awareness
  • Performance orientated and results-driven
  • Able to drive an investment through from proposal to due diligence, onboarding and monitoring.
  • Experience onboarding segregated mandates or bespoke Fund of Ones at another institutional investment firm
  • Preferably CFA
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