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  1. Home
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  3. Investment Banking & Asset Management
  4. Investment Analytics - Graduate Trainee
Lock Applications for this job are now closed
Closing soon
This role is to start in June 2024

Overview

Mondrian Investment Partners is one of London’s largest employee-owned investment managers with over $40 billion managed in long-only, value-style global and emerging market equity and fixed income mandates.

As described by some recent graduates in the team; the flat structure and interconnected nature of the operations teams gives graduates a strong understanding of what it takes to run a successful firm through exposure to various parts of the business. While the position requires that you have the ability and confidence to take ownership, the close-knit nature of the team provides support to help you learn and grow into your role while encouraging you to contribute and engage in meaningful projects. Mondrian will also sponsor you to pursue a professional qualification of your choice, providing you with the opportunity to further your development.

The day-to-day role largely consists of working with the investment teams across the firm to analyse the drivers of returns and provide market analysis to aid their research and management of portfolios. We also work closely with the Business Development and Client Services Team to create presentation materials for clients, as well as assisting with pitches for new business. The team is also responsible for validating and ensuring the integrity of reporting data, which is used both internally and externally.

The key skills that we believe to be vital for this role include attention to detail, a numerical mindset, the ability to multitask, curiosity, the ability to work well within a team and the ability to think quickly. The fast paced and technical nature of the work requires focus and dedication.

Key Responsibilities

  • Ongoing liaison with Portfolio Managers to identify and understand drivers of investment performance, assisting the investment process where possible
  • First point of contact for client review data requests - from performance metrics, analytics, holdings and portfolio breakdowns across Fixed Income and Equity products
  • Confident understanding of performance and client reporting methodology
  • Use of Sylvan and FactSet performance systems to produce periodic and ad hoc performance reporting and analytics
  • Maintenance of Sylvan and FactSet ensuring portfolios are correctly set-up
  • Ownership of continuous process improvement within the Investment Analytics Team
  • Contribute to projects and performance system developments
  • First point of contact for GIPS, including but not limited to, maintenance and construction of composites, monthly dispersion reporting, overseeing annual external audit, production of quarterly performance reports

Candidate Profile

We look for candidates who are eager to make an impact and fulfil the below requirements:

  • Available to start Summer 2024
  • Have a 2:1 degree or above in any degree subject 
  • Attention to accuracy and detail
  • Highly numerate, methodical, organised
  • Solid analytical and research skills
  • Excellent problem solving skills
  • Willingness to learn SQL/VBA to assist with continual improvements
  • Ability to interact effectively at all levels of the company
  • Incessant nature to question 'why?'
  • Relating and/or working as part of a team
  • Results focus
  • Self-motivated and self-starter

Benefits

We offer a highly competitive graduate benefits package, including, but not limited to:

  • £35k base salary
  • 25 days holiday
  • Pension Scheme - 15% Non-contributory
  • Private medical
  • Life Assurance
  • Dental care
  • Annual Wellbeing allowance - £600
  • Season ticket loan
  • Employee Assistance Programme (EAP)
  • Personal Accident Cover 

Application Process

There are 4 stages to the recruitment process as follows:

During the application form you will have the opportunity to let us know about any adjustments or additional support you may require, after which a member of the team will contact you ensure everything is put in place as you need. 

If you think you may need adjustments but aren't sure, or would like to further understand the process and discuss potential options, then please contact the team on the phone number, email or live chat function available in the application portal.