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Summary
About the Role
About You
- Bachelor’s Degree
- 2-4+ years of experience in this or a related role
- Proficiency with Microsoft Office suite
- Experience working with domestic and foreign equity order creation in an order management system
- Some understanding of portfolio compliance as well as UCITS/40 Act fund regulations
- Experience with a portfolio trading system (InData)
- Experience with FactSet or similar portfolio analytics system
- Knowledge of ESG, sanctions and liquidity monitoring
- Experience working with UMAs and wrap programs
Benefits
- Additional health cover
- Life assurance
- Income protection
- Pension
- Firm contributions to charitable causes
- Mentorship Program
- Lunch & Learns
- Team building activities and social events
Our investment philosophy is simple: we seek to buy good businesses at low prices. We focus exclusively on companies that are underperforming their historically demonstrated earnings power, performing fundamental, bottom-up research on these companies in an effort to determine whether the problems that caused the earnings shortfall are temporary or permanent. We typically consider companies for inclusion in the portfolio when the following criteria are met: (1) the current valuation is low compared to the company’s normalized earnings power; (2) the current earnings are below historic norms; (3) problems are viewed as temporary; (4) management has a viable strategy to generate earnings recovery; and (5) there is meaningful downside protection in case the earnings recovery does not materialize. We believe a concentrated portfolio exclusively focused on companies with these characteristics should generate meaningful excess returns for long-term investors.