Overview
Schroders Capital is seeking an External Manager Research specialist to assess and monitor external managers across private markets within multi-asset portfolios. You will source and evaluate managers, conduct due diligence, build analytical models, and support strategic asset allocations and client materials. You’ll collaborate with internal teams and external managers, contributing to market research and product initiatives. This is an opportunity to shape portfolio construction and contribute to scalable private markets solutions with a focus on sustainable outcomes.
Pay / Benefits
- flexible working arrangements
Responsibilities
- Source, screen and evaluate external investment managers across private market strategies, including primary funds and co-investments
- Conduct detailed qualitative and quantitative due diligence covering strategy, team, sourcing, underwriting, track record, risk and fund terms
- Build and maintain models and analytical tools to assess manager performance, exposures, cash flows, valuations, risk and return potential
- Monitor existing managers and portfolios, including performance attribution, deployment, valuations, cash flows and key-person considerations
- Support development of strategic asset allocations and portfolio construction recommendations aligned with client objectives and constraints
- Prepare investment recommendations, manager reviews and materials for internal committees and client boards
- Collaborate with internal investment teams and external managers to assess investment strategies across private market asset classes
- Support ongoing client relationship management and periodic portfolio reviews
- Prepare high-quality presentations, portfolio reviews, due diligence materials and client enquiries
- Contribute to market and competitor research, asset-class views and product development
- Coordinate with legal, compliance, operations, risk and sustainability teams for manager diligence and onboarding
Key requirements
- Degree in finance, economics, business, engineering, mathematics or related field
- Four to seven years’ experience in manager research, private markets, fund selection, investment consulting or related field
- Proven experience evaluating and monitoring external investment managers or private market funds
- Strong understanding of private market fund structures, performance analysis, valuation and cash-flow modelling
- Strong analytical, quantitative and financial modelling skills, including advanced Excel
- Ability to prepare clear investment memoranda and client materials for senior stakeholders
- Ability to work collaboratively in cross-functional teams and manage multiple workstreams in a fast-paced environment
- Proficiency in Microsoft Office and AI tools
- Willingness to travel periodically
- Collaborative mindset
- Strong communication and presentation skills
- Problem-solving with attention to detail
- Advanced Excel
- Portfolio analytics tools
- Investment databases
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