Octavius Finance is working with an established investment business seeking to appoint an experienced professional to strengthen its manager research and due diligence capabilities, with a particular focus on equity long/short strategies.
The position will suit an investment professional with a strong understanding of the equity long/short hedge fund landscape, coupled with the technical capability to independently lead thorough due diligence exercises. The successful individual will take ownership of assessing external investment managers, developing informed views on their strategies and investment processes, and evaluating their suitability from an allocator's perspective.
Key Responsibilities:
Conduct fundamental research and assessment of equity long/short hedge fund managers, developing a detailed understanding of their investment strategies, portfolio construction, risk management and performance drivers.
Independently lead end-to-end due diligence processes, from initial manager identification and screening through to detailed assessment, analysis and final recommendations.
Undertake comprehensive qualitative and quantitative assessments of investment managers, examining investment philosophy, team structure, track record, operational infrastructure and risk controls.
Engage directly with portfolio managers, investment teams and senior stakeholders to challenge investment processes and establish a clear understanding of each manager's capabilities.
Produce detailed due diligence reports and investment assessments, presenting findings and conclusions to relevant stakeholders.
Build and maintain a comprehensive understanding of the equity long/short manager universe and identify prospective investment opportunities.
Requirements:
Strong manager research experience, with direct exposure to equity long/short hedge funds essential.
A proven track record of independently managing and executing due diligence processes from inception through to completion.
Strong qualitative and quantitative investment assessment capabilities, with the ability to critically evaluate investment managers and their underlying strategies.
An allocator-oriented mindset, ideally developed within an institutional asset owner, pension fund, endowment, sovereign wealth fund or similar investment organisation.
Comfortable engaging directly with investment managers, challenging investment assumptions and forming independent conclusions.
Excellent written and verbal communication skills, with the ability to articulate detailed investment assessments clearly and concisely.
Background
The ideal candidate will have developed their experience within an institutional allocator or end-asset-owner environment, where manager selection, investment oversight and independent due diligence form a central part of their responsibilities.
However, candidates from other relevant backgrounds will also be considered, provided they can demonstrate genuine equity long/short manager research experience and the ability to run comprehensive due diligence processes independently.
This is an opportunity for an established manager research professional to take ownership of a broad due diligence remit within an investment-focused environment.
To learn more, or apply, please send a copy of your CV to fundmanagement@octaviusfinance.com