Investment Reporting

• Own a structured suite of reports across the trading day. These are analytical products, not summaries. Each is expected to carry a view and a conclusion.
• A core objective of the first twelve months is to progressively automate their production, reducing manual effort while improving consistency.

Portfolio Management Support

• Monitor active positions against their original investment thesis.
• Track defined game plans, catalysts, holding periods, and expected time horizons.
• Identify thesis drift, time decay, and changing risk/reward dynamics.
• Generate timely reminders, observations, and recommendations where positions require reassessment.
• Support ongoing exposure analysis and position monitoring across both long and short books.

Research & Intelligence

• Produce bespoke research on individual companies at the CIO's request, structured for efficient decision-making.
• Assess the relevance, significance, and likely market impact of new information as it emerges.
• Maintain research files and update investment cases as the evidence changes.
• Apply the firm's scoring framework consistently across names, so that conclusions are comparable across the portfolio and over time.

Market Intelligence & Catalyst Monitoring

• Build and maintain forward-looking catalyst calendars covering earnings, corporate actions, capital markets activity, regulatory events, product launches, investor presentations, macroeconomic releases, and industry-specific events.
• Highlight upcoming events likely to influence portfolio positions or generate investment opportunities.
• Maintain a standing view of what is scheduled, what is likely to matter, and what the portfolio's exposure to it is.

Screening & Idea Generation

• Assist in the design, development, and continual refinement of proprietary stock-screening tools.
• Run and maintain screens aligned with the firm's quantitative and discretionary investment process.
• Support idea generation through quantitative analysis, AI-assisted research, and systematic screening.
• Help source, rank, and prioritise investment opportunities using defined criteria.

Research Systems & AI

• Design standardised output formats for recurring research and reporting, so that every company, every day, and every event is assessed against the same structure.
• Build and maintain AI-assisted workflows that produce these outputs consistently, turning manual analysis into repeatable process without losing analytical judgement.
• Progressively automate the daily reporting suite, with an explicit objective of reducing manual production time over the first twelve months.
• Apply structured prompting, templating, and tool integration to compress research time on new names and events.
• Own the quality of what the systems produce: knowing where AI output is reliable, where it is not, and building the checks that catch the difference.

General Investment Support

• Provide analytical and operational support across all aspects of the investment process as required.
• Ensure the CIO's time, information, and analysis are organised, prioritised, and accessible.
• Take responsibility for ad hoc projects end to end, from definition through to delivered output.

What We Are Looking For

• 5+ years in an institutional markets environment (buy-side, sell-side, or a comparable seat with genuine daily market exposure).
• A demonstrable record of forming views on markets and being accountable for them, rather than reporting the views of others.
• Fluency in the drivers of equity markets: macro and policy, rates and currencies, sector and factor dynamics, flows, positioning, and sentiment.
• The ability to connect market-level developments to portfolio-level consequences, and to explain that linkage concisely to a decision-maker under time pressure.
• Practical understanding of long/short portfolio construction, gross and net exposure, factor and sector risk, attribution, and the distinction between alpha and beta.
• Sound knowledge of company fundamentals and the drivers of share prices, with the confidence to hold a view on an individual name.
• A systems-minded approach to research: naturally reduces a repeated task to a defined format, then builds the process that produces it.
• Fluency with modern AI tools (like AI systems) as working instruments rather than novelties, able to design structured, repeatable workflows rather than one-off prompts.
• Comfort working with data at volume, synthesising large and unstructured information flow into standardised, decision-ready output.
• Exceptional written and verbal communication, able to compress a complex market picture into something a CIO can act on.
• Sound judgement, intellectual honesty, and the discipline to deliver to a fixed daily schedule without loss of accuracy.

This position requires you to be based in our London office from Monday to Friday. The working day begins at 07:30h London time, ahead of the European open.