Senior Research Analyst – Manager Selection
Octavius Finance is partnering with a highly regarded asset manager to appoint a Senior Research Analyst within its growing European Manager Research function. This role sits at the intersection of fundamental and quantitative investing, with a particular emphasis on fixed income manager research. The successful candidate will contribute across manager selection, investment due diligence, portfolio construction, and ongoing strategy monitoring, helping to maintain a high-conviction buy list covering both rates and credit strategies within a multi-manager investment platform.
Working closely with portfolio managers and investment research colleagues, the individual will play a key role in identifying, evaluating, and monitoring leading fixed income managers, supporting a robust investment framework and delivering strong client outcomes.
Responsibilities
Lead the identification, evaluation, and due diligence of fixed income managers for inclusion on the approved buy list
Conduct ongoing monitoring of existing managers and strategies, making recommendations for retention, removal, or new additions in line with governance processes
Partner with portfolio managers to assess current allocations and evaluate prospective investment opportunities
Support oversight of corporate and financial credit exposures across active and target-maturity fixed income portfolios
Participate in primary market activity, including bond issuance analysis, valuation assessment, and market opportunity evaluation
Contribute to credit research across investment grade, high yield, and subordinated debt markets using both fundamental and technical analysis techniques
Generate and evaluate fixed income investment ideas, relative value opportunities, and research initiatives, leveraging quantitative and data-driven methodologies where appropriate
Analyse and oversee exposure to structured fixed income instruments, including derivatives such as IRS, TRS, and options used for portfolio construction and risk management
Apply a quantamental investment approach, integrating quantitative insights with fundamental research to support investment decision-making
Maintain and develop manager research databases, investment frameworks, and fund selection processes
Collaborate with wider investment teams on portfolio construction, asset allocation, and strategic investment initiatives
Work closely with compliance, legal, and product teams to ensure adherence to internal governance and regulatory requirements
Support broader investment research projects and strategic initiatives as required
Requirements
Minimum 7 years' experience within fixed income investing, manager research, fund selection, or a related investment discipline
Degree educated with a relevant academic background; CFA Charterholder strongly preferred
Deep understanding of fixed income markets, including rates, investment grade credit, high yield, and subordinated debt
Strong analytical and quantitative skill set, with a sound understanding of portfolio and investment risk
Excellent communication and presentation skills, both written and verbal
High attention to detail and ability to manage multiple priorities in a fast-paced environment
Advanced proficiency in Excel, PowerPoint, and other core investment analysis tools
Collaborative mindset with the ability to build effective relationships across investment and business teams
Experience applying quantitative techniques, data analysis, or systematic approaches within fixed income investing would be advantageous
To apply, please send a copy of your Word CV to fundmanagement@octaviusfinance.com