Senior Investment Analyst - Fund Selection
Senior Investment Analyst - Fund Selection
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Job Description
Head of Manager Selection Private Clients
Elevate Partners have been retained on an exclusive basis on behalf of a new to market Private Bank who are currently looking to hire a Head of Fund Selection. This senior leadership role is responsible for overseeing the sourcing evaluation and monitoring of third-party investment funds across all major asset classes including equities (ex-direct equities) fixed income and alternatives. The position plays a central role in shaping the multi-asset investment offering ensuring portfolios are populated with best-in-class external managers and innovative fund solutions.
Key responsibilities include:
Leading the manager selection function and setting the framework for sourcing and due diligence across asset classes.
Driving strategic and tactical investment recommendations to align with client objectives and broader investment strategy.
Overseeing ongoing monitoring of fund managers products and counterparties ensuring quality and suitability of allocations.
Building maintaining and leveraging senior relationships with global asset managers and solution providers.
Partnering with portfolio management strategy and other internal teams to deliver a coherent high-performing investment proposition.
Acting as a visible thought leader enhancing communications through research publications and client/industry events.
Mentoring developing and managing a team of investment professionals to ensure continuous capability development.
Ideal candidate profile:
15 20 years of investment experience with significant expertise in manager/fund selection across equities fixed income and alternatives (private markets exposure advantageous).
Strong track record in designing and implementing investment selection frameworks and processes at scale.
CFA charterholder (or equivalent professional qualification).
Demonstrated leadership in ESG/SRI/sustainable investing and integration into investment policy.
Exceptional technical investment knowledge with a proven ability to innovate and challenge established practices.
Strong communicator and presenter with the ability to influence senior stakeholders and clients.
Highly collaborative commercially minded and strategically focused.
Proficiency with investment tools and platforms (Bloomberg Morningstar etc.)
For more information and to arrange a confidential conversation please contact Kevin Menton at
An excellent academic background including a minimum of 2:1 Honours degree CFA or ACA qualification is desirable Minimum of three years experience in an investment-related role Strong Excel skills and the ability to build a financial model from scratch Good verbal and effective written communications skills, including the ability to prepare and deliver reports and presentations
Education
CFA
Employment Type
Full Time
