Atlantic Trust, a division of Invesco, is a leading wealth management firm that provides comprehensive asset management and financial advisory services to high net worth individuals, families, foundations and endowments around the world. We take into consideration our clients' tax, trust, estate planning and philanthropic needs in developing customized asset allocation and investment management solutions. Our experienced professionals deliver to our clients a broad range of offerings, including our proprietary investment solutions and robust open architecture platform of traditional and alternative managers. From 12 offices located throughout the United States, we manage approximately $16 billion in assets (as of March 31, 2008). For more information, please visit http://www.atlantictrust.com .
We are seeking a senior analyst with due diligence and monitoring responsibility for liquid, 'long only' investment managers/funds for our Multi-Manager Investment Program (MMIP).
This individual will:
*Conduct extensive qualitative and quantitative due diligence on liquid, 'long-only' investment strategies and make manager recommendations. This will involve but not be limited to compiling and updating meeting and conference notes, performing operational and investment due diligence and analysis, manager meetings, database and manager schedules maintenance, fund tracking etc. This involves both sourcing and analyzing new strategies and managers as well as monitoring incumbent managers on the platform.
*Work with relationship managers and business development officers as a spokesperson for the MMIP platform; present to AT clients and prospects our manager selection philosophy, due diligence process, and specific manager background, performance and outlook.
*Provide manager information and portfolio construction ideas as requested by relationship managers.
*Work with CIO on white papers and other informational content to bolster the MMIP platform's credibility and provide educational/marketing content.
Education: Bachelor's degree in Finance or business related field
preferred. MBA strongly preferred.
Relevant Work Experience: 10 + years of investment industry experience required
Certifications: CFA or CAIA preferred
Specialized Training: Computer literacy skills are required.
Proficiency with Microsoft Excel, Word and Power Point is a must. Knowledge of manager databases and analytical software such as Zephyr, PerTrac or similar tools is strongly preferred.
Areas of Knowledge: Significant prior experience performing due diligence on investment managers is required. Experience with multiple asset classes and strategies a plus.
Other: This position requires exceptional analytical and organizational skills; an attention to detail; strong interpersonal skills; the ability to work in a team
environment; and exceptional verbal and written communication abilities.
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