Equity & fixed income fund analyst

Purpose of the role\nAnalyse, 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.\n\nKey responsibilities\nMonitor and analyse 10–15 equity and fixed income fund managers in the global portfolio: performance attribution, factor exposure analysis, strategy adherence, and peer comparison.\nBuild and maintain manager review packages for IC quarterly reviews, incorporating AI Lab factor decomposition and anomaly detection outputs.\nConduct due diligence on prospective equity and FI managers sourced from eVestment/Mercer screening: DDQ analysis, reference checks, on-site visit preparation.\nMonitor Layer 1 SMA managers (e.g., BlackRock global equity SMA, sukuk SMA): track benchmark deviation, rebalancing activity, and fee verification.\nAnalyse Layer 2 factor-based strategies: validate factor loadings against stated mandate, identify unintended factor tilts, assess factor timing decisions.\nContribute to the SAA review process: provide asset class outlook inputs for equity and fixed income allocations.\nMaintain the fund manager knowledge base: ensure all manager communications, quarterly letters, and DDQ responses are ingested into the Document Intelligence Engine.\n\nQualifications and experience\nCFA Level II+ or equivalent.