Alternatives Analyst

Close Brothers
20 November 2023
London, UK


The Vacancy OVERALL SUMMARY CBAM manage c.£3bn in Alternatives across hedge funds, real assets and diversifying strategies within private assets, such as infrastructure, private equity, real estate, commodities, structured products and special situations. The Alternatives Analyst is part of a team that manage and source new investment opportunities and monitor our existing investments via meeting external managers. They also assist with the due diligence process, attend investment committees and help to execute transactions. As the candidate gains more experience, they will be able to lead the process on new idea generation and build coverage across a range of investments. They will be involved in informing the Alternative investment strategy and asset allocation and communicating this to stakeholders through the production of investment communication. RESPONSIBILITIES Contribute to CBAM’s Alternative strategy, process and product/service development Provide high quality analysis and recommendations relating to suitable investment opportunities and covering the firm’s main investment holdings Participate in ongoing projects and thematic reviews using discretion to deliver quality output Improve ESG/Sustainability in the investment process from end to end i.e. from new idea generation through to investment recommendations Assist in CBAM’s Alternative asset allocation constituents and weightings Promote Alternative investment products and services through engaging in investment debate in forums such as committees and by building relationships with stakeholders. Creating high quality quantitative analysis, data collection and model updates for stakeholders and investment committees Work with freedom to challenge and improve frameworks and procedures Ensuring that key risks are understood, owned, and controlled Ensuring regulatory compliance with all applicable laws, regulation and guidance Practicing CBAM’s principles and values Regulatory Responsibilities (Compliance/T&C) Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients. WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF: Investment knowledge covering some areas of Alternative assets, global macro issues, asset allocation, portfolio construction and research across different markets, asset classes and security types Demonstrates CBAM Business Principles: Client, Excellence, People & Integrity to the expected standards. Comfortable interacting with new people and building relationships Strong analytical skills, critical thinking and highly numerate Excellent written and verbal communication skills Ability to work both individually and as a team member Interest in sustainable investing and Environmental, Social & Governance aspects Excel experience and coding skills would be beneficial CFA or similar qualification As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs. We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. LI-EM1 The Company At Close Brothers Asset Management, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We are part of Close Brothers, a FTSE 250 leading UK merchant banking group. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 800 people based in 14 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.



Related Jobs

Quantitative Analyst   London, UK new
10 December 2023
Quantitative Researcher   London, UK new
10 December 2023
Operational Risk Analyst   London, UK new
10 December 2023
8 December 2023