Guy's & St Thomas' Foundation, a leading UK charitable endowment, is seeking an Investment Analyst to join their small team. You will be responsible for providing investment research and analytical support to the Chief Investment Officer and senior leadership of the endowment investment team working across all asset classes (public equity, credit, hedge funds, private equity, private credit and private RE). You will also be involved in broader portfolio management issues including asset allocation, performance analysis and reporting. The role will involve supporting the implementation of the endowment's ESG strategies.
Key Responsibilities:
Screening and due diligence of external managers, funds or direct investments across all asset classes
Monitoring of current investments through manager meetings, conferences, fund document reviews, inclusive of the provision of performance analysis and written commentaries covering not just financial performance but also performance against the Foundation's ESG criteria
Preparation of periodic performance reports and Investment Committee materials
Maintenance and improvement of various proprietary portfolio management, cash flow, reporting and risk systems
Research into the economic, industry and financial market trends to help inform asset allocation decisions and to fuel investment idea generation
Development and implementation of plans to increase the integration of ESG principles into the portfolio including frameworks for achieving net-zero emissions by 2050 or earlier
Supporting the Foundation's engagement with the corporate sector on issues affecting health
Skills Required:
Demonstrable experience in an investment-related role is preferred, but not essential; a strong grasp of financial concepts and interest in ESG themes is preferred
Experience can include but is not limited to any of the following areas:
Investment banking or capital markets
Asset management
Investment function in a single or multi-family office
Investment function at direct investment fund or multi-asset investment fund
Investment consultancy; and/or o Financial advisory
Where experience is not directly investment-related, a candidate must have a demonstrable interest in transitioning to financial markets investing
The role provides a wealth of opportunities to develop a detailed understanding of long-term multi-asset class investing as well as investing for social impact. As part of a charitable endowment seeking to achieve health impact as well as financial returns, the team are looking for a candidate who demonstrates the team's core values, someone who takes pride in using their initiative, being flexible and agile in times of change and who demonstrates integrity and loyalty to colleagues and stakeholders. Should you be interested to hear more contact gemma.finegold@acre.com
