Equity & fixed income fund analyst

Purpose of the role Analyse, monitor, and conduct due diligence on long-only equity managers, fixed income/sukuk managers, and REIT/infrastructure funds in the global portfolio. Cover Layer 1 (index-replicating SMAs) and Layer 2 (multi-factor, style-based) managers. Work directly with the AI Lab’s tools to amplify analytical capacity and contribute to the institutional knowledge base.

Key responsibilities Monitor and analyse 10–15 equity and fixed income fund managers in the global portfolio: performance attribution, factor exposure analysis, strategy adherence, and peer comparison. Build and maintain manager review packages for IC quarterly reviews, incorporating AI Lab factor decomposition and anomaly detection outputs. Conduct due diligence on prospective equity and FI managers sourced from eVestment/Mercer screening: DDQ analysis, reference checks, on-site visit preparation.

Monitor Layer 1 SMA managers (e.g., BlackRock global equity SMA, sukuk SMA): track benchmark deviation, rebalancing activity, and fee verification. Analyse Layer 2 factor-based strategies: validate factor loadings against stated mandate, identify unintended factor tilts, assess factor timing decisions. Contribute to the SAA review process: provide asset class outlook inputs for equity and fixed income allocations.

Maintain the fund manager knowledge base: ensure all manager communications, quarterly letters, and DDQ responses are ingested into the Document Intelligence Engine. Qualifications and experience CFA Level II+ or equivalent. 3–5 years of buy-side experience in equity and/or fixed income fund analysis. Strong analytical skills: financial modelling, performance attribution, risk analysis.

Proficiency in Excel, Bloomberg/Capital IQ, and willingness to adopt AI Lab tools (dashboards, chat interface, screening algorithms). Excellent written communication: ability to produce IC-quality memoranda with clear recommendations. Bachelor’s or Master’s degree in finance, economics, or quantitative discipline.

Self-starter comfortable working independently in a distributed team environment.