investment analyst London, England
Seven Investment Management
Full Time
London, England
134621 - 107887 GBP ANNUAL Today
Job description
About The Role
Purpose
This is a junior role supporting the Strategy and broader Investment Management teams at Seven Investment Management. There is a focus on providing technical skills to manage data and build tools to improve the quality and scalability of the team’s investment process. Some experience here is beneficial but not essential. More important is an enthusiasm to learn and apply new skills, relating to data and coding languages.
Through time, it is envisaged that this role would progressively move to spending more time building tools and models, as opposed to supporting others in constructing them. Eventually, this should lead to risk-taking, proposing investment actions within portfolios based on quantitatively defined rationales.
Responsibilities
- Support Strategy team members in developing tools to help guide asset allocation.
- Manage the team’s data creation and storage, ensuring all target position data are uploaded in a timely fashion and integrity is maintained to the highest standards.
- Support the creation of model portfolios by supplying data to the PMs on a variety of asset risk and static data.
- Support the Strategy and Portfolio Management teams with ad-hoc requests in support of research projects.
- Subscribe to 7IM’s VPVPs other Treating Customers Fairly (TCF) and SMCR requirements.
About You
Knowledge
- An interest in investment management, including asset allocation and the implementation of investment views
- Keen to develop an understanding of investment portfolio theory, portfolio construction and risk techniques in a multi-asset context
Qualifications
- Masters, or strong undergraduate degree in a subject with quantitative content is preferred
- Preferably gained, or working towards gaining, the CFA or equivalent
Skills
- Capability to learn to use judgement and formulate investment actions.
- Ability to work as part of a team and adapt to the changing needs as appropriate
- Be able to understand, interpret and replicate financial academic literature
- An enquiring and curious mind willing to learn new skills and adapt to new tasks
- Comfortable in working with large amounts of data, including querying and uploading data (preferably using a tool such as SQL)
- Experience in at least one of R, MATLAB or Python, preferably in a commercial setting or as part of academic studies
- Experience in using VBA preferable
Other relevant information
- This role reports into a Senior Quantitative Investment Strategist.
About Us
The ‘7’ in 7IM refers to the seven original founders of the business. Back in 2002, they couldn’t find a firm they trusted to manage their families’ money properly – big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisation they’d like to invest with themselves.
Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.
We’ve evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi- asset approach. In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.
Our team, our clients and our funds under management have grown steadily over the years. From our offices in London and Edinburgh, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.
We still follow our founders’ plan and aim to get the simple things right all wrapped up with real, honest, human
service – that’s what sets us apart from everyone else.
Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.
We’ve evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi- asset approach. In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.
Our team, our clients and our funds under management have grown steadily over the years. From our offices in London and Edinburgh, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.
We still follow our founders’ plan and aim to get the simple things right all wrapped up with real, honest, human
service – that’s what sets us apart from everyone else.
