Job description

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  • Location:
    London - 30 Gresham Street
  • Department:
    Research Team
  • Division:
    IWI Research
  • Employment Type:
    Full time
  • Salary:
    Competitive

Fund Selection Specialist - Property (6404)

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Fund Selection Specialist - Property

The role of the Investment and Research Office is to help shape the firm's high level investment strategy and asset allocation, oversee portfolio construction, and provide central coverage of a range of investment vehicles. Additional roles include marketing (newsletters, external and internal presentations, media work) and maintenance of systems. The team currently comprises 23 people.

The company achieves the vast majority of its real estate exposure via listed investment companies. Currently we invest >£1bn across c25 such vehicles. This successful candidate will provide and communicate high quality, professional research services in all aspects of these investments, for the use across our in-house audience.

What will I be doing?

  • Monitor and conduct on-going due diligence work this sub set of the existing Researched List, and potentially other areas as required
  • Identify new fund ideas and vehicles in this space, and conduct necessary due diligence, both quantitatively and qualitatively
  • Advise and educate the internal client base on the Researched List funds in terms of both risk and opportunity (including the model portfolio process)
  • Work with and collaborate with our real estate equity research colleagues to develop a joined up approach to real estate investing as the distinction between investment companies and commercial companies in the real estate world becomes increasingly blurred
  • Maintain extensive knowledge of investment products, professional expertise and regulatory requirements

What are we looking for?

  • Experience in a role involving real estate closed ended fund research or investing
  • Ability to conduct analysis and provide opinions
  • Excellent communication skills, both written and verbal
  • Very good working knowledge of Word and Excel
  • Enthusiasm, self-motivation, and good time management skills
  • Willingness to learn and develop on a continuous basis
  • Familiarity with Morningstar, Factset and Bloomberg systems is an advantage, though not a requirement
  • CFA desirable

 
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Location
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN
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Meet the recruiter

Jacob Bennett

LinkedIn

We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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Benefits

Pension
Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance
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