Equity & fixed income fund analyst

Purpose of the role

Analyse, monitor, and conduct due diligence on long-only equity managers, fixed income/sukuk managers, and REIT/infrastructure funds in the global portfolio. Cover Layer 1 (index-replicating SMAs) and Layer 2 (multi-factor, style-based) managers. Work directly with the AI Lab’s tools to amplify analytical capacity and contribute to the institutional knowledge base.

Key responsibilities

• Monitor and analyse 10–15 equity and fixed income fund managers in the global portfolio: performance attribution, factor exposure analysis, strategy adherence, and peer comparison.
• Build and maintain manager review packages for IC quarterly reviews, incorporating AI Lab factor decomposition and anomaly detection outputs.
• Conduct due diligence on prospective equity and FI managers sourced from eVestment/Mercer screening: DDQ analysis, reference checks, on-site visit preparation.
• Mo...