Description

Octavius Finance is partnering with a leading asset manager to appoint a Senior Research Analyst within its expanding European Manager Research team. The role has a strong fixed income focus within a quantamental investment framework, blending fundamental research with quantitative analysis across manager selection, due diligence, portfolio construction, and ongoing monitoring. The successful individual will play a key role in developing and maintaining a high-conviction buy list spanning rates and credit strategies within a multi-manager / fund-of-funds structure.

Working closely with portfolio managers and fund selection specialists, the successful candidate will help identify, assess, and monitor leading fixed income managers. The role is integral to supporting a disciplined investment process and delivering consistent outcomes for clients.

Key Responsibilities

1. Lead the sourcing, due diligence, and selection of fixed income managers for inclusion on the approved buy list
2. Monitor existing strategies on an ongoing basis, recommending additions, removals, or retention in line with governance procedures
3. Partner with portfolio managers to evaluate current holdings and assess new investment opportunities
4. Support oversight of corporate and financial credit exposures across actively managed and target maturity portfolios
5. Participate in primary market activity, including data analysis, fair value assessment, and evaluation of new bond issuance
6. Contribute to credit research and advisory activities across high yield and subordinated debt markets through both fundamental and technical analysis
7. Develop and assess fixed income investment ideas and relative value trades, including the potential use of quantitative or machine learning techniques
8. Analyse and manage exposure to structured fixed income instruments, including IRS, TRS, and options used for hedging and portfolio construction
9. Apply a quantamental investment approach, combining data-driven insights with fundamental credit research to improve investment outcomes
10. Maintain and enhance the manager research database and broader fund selection framework
11. Collaborate with investment teams to support portfolio construction and strategic asset allocation decisions
12. Liaise with compliance, legal, and product teams to ensure adherence to governance and regulatory standards
13. Contribute to broader strategic research initiatives and ad hoc investment projects

Key Requirements

1. Minimum of 7 years' experience within fixed income investing and/or fund manager research
2. Degree educated in a relevant discipline; CFA charterholder required
3. Strong knowledge of credit and rates markets, including investment grade, high yield, and subordinated debt
4. Excellent analytical and quantitative capabilities, with a strong understanding of investment risk
5. Strong written and verbal communication skills
6. High level of accuracy and attention to detail, with the ability to work effectively under pressure
7. Advanced proficiency in Excel, Word, and PowerPoint
8. Comfortable operating within a fast-paced, collaborative investment environment

To apply, please send a copy of your Word CV to
mailto:fundmanagement@octaviusfinance.com