Quantitative Implementation Analyst

Purpose

This is a junior to mid-level role supporting the Portfolio Management team at Seven Investment Management. There is a focus on helping to manage data and build processes to improve the quality and scalability of the team’s investment process, including of implementation across the firm’s funds and models. The new hire will also be contributing to the development of tools to assist in manager selection, drawing from their own market knowledge.

Although some level of programming experience is beneficial, more so is an enthusiasm to apply and learn new skills relating to quantitative approaches to portfolio management. The role offers a great stepping stone into a more quantitatively oriented role within the investment management space.

Responsibilities

• Support team members in developing tools to help guide instrument selection and portfolio construction within 7IM’s multi-asset investment process.
• Support trading activities within the firm’s multi asset funds.
• 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 portfolio management team in the execution of fund trades.
• 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.

Knowledge

• An interest in investment management, including manager selection within the active manager space.
• Keen to develop an understanding of investment portfolio theory, portfolio construction and risk techniques in a multi-asset context
• An understanding of factor risk models will be an advantage, including the ability or willingness to learn how to build models from scratch.
• Experience of working with a trading system, such as Bloomberg AIM would be advantageous.

Qualifications

• Masters, or strong undergraduate degree in a subject with quantitative content is preferred
• Preferably gained, or working towards gaining, the CFA or other recognised industry qualifications.

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)
• Some experience in a programming language such as Python, either through studies or work, is preferred.
• Experience in using VBA preferable
• Experience working within a role supporting trading activity preferable.
• This role is captured under the certification regime