Schroders Capital Solutions – Manager Research

EXTERNAL MANAGER RESEARCH

Who we’re looking for

You will work as a generalist across the team’s external manager research, portfolio management and strategy/client activities, supporting the assessment, selection, implementation and ongoing monitoring of external managers across multi-asset private market portfolios. The role will work across private market debt and equity products, alongside client engagement, investment committee materials and broader operational and strategic initiatives.

About Us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

Schroders Capital

Schroders Capital is the private markets business of Schroders with $97bn of AUM. We work as a global network of specialised, entrepreneurial teams. We combine a global perspective with local market expertise to serve institutional and private wealth clients. Our offering spans the private markets universe and provides access to unique capabilities across private debt and credit alternatives, real estate equity, private equity, and infrastructure equity. 

The firm has deep expertise in creating bespoke solutions for institutional clients and is committed to providing scalable capabilities across the spectrum of risk, return and sustainability and impact objectives. 

Supported by the resources, experience, and institutional framework of one of the world’s leading asset managers, Schroders Capital is dedicated to helping investors achieve their goals and is at the forefront of product innovation to meet the evolving needs of investors.

We see our role as being a driver of positive change drawing on deep skills to select, acquire, and improve the assets we own.

The team

The role sits within Schroders Capital Solutions and works across external manager research, portfolio management, client activity and strategic initiatives. You will collaborate with internal investment teams, external managers and colleagues across legal, compliance, operations, risk and sustainability.

What you’ll do

• Source, screen and evaluate external investment managers across private market strategies, including primary funds and, where relevant, secondaries, co-investments and other tailored solutions.

• Conduct detailed qualitative and quantitative due diligence covering investment strategy, team, sourcing, underwriting, track record, portfolio construction, value creation, risk management, alignment, fees and fund terms.

• Build and maintain models and analytical tools to assess manager performance, portfolio exposures, cash flows, valuations, risk and return potential.

• Monitor existing managers and portfolios, including performance attribution, deployment, valuations, cash flows, portfolio quality, personnel, strategy changes and key-person considerations.

• Support the development of strategic asset allocations and portfolio construction recommendations, incorporating client objectives, liquidity requirements, risk considerations and other constraints or preferences.

• Prepare investment recommendations, manager reviews and materials for internal investment committees and client boards, and present recommendations clearly when required.

• Work with internal investment teams and external managers to assess investment strategies across private market asset classes and support their implementation within portfolios.

• Support ongoing client relationship management, including periodic portfolio reviews, client update meetings and responses to client and consultant requests.

• Prepare high-quality presentations, proposals, portfolio reviews, reports, due diligence materials and responses to prospective client and consultant enquiries.

• Contribute to market and competitor research, asset-class views, thought leadership, product development and other strategic initiatives across Schroders Capital Solutions.

• Work with legal, compliance, operations, risk and sustainability teams to support manager diligence, onboarding and ongoing oversight.

The knowledge, experience and qualifications you need

• Degree in finance, economics, business, engineering, mathematics or a related field.

• Four to seven years’ experience in manager research, private markets, fund selection, investment consulting, asset management, investment banking or a related field.

• Demonstrable experience evaluating and monitoring external investment managers or private market funds, with the ability to form independent investment views.

• Strong understanding of private market fund structures, performance analysis, valuation, cash-flow modelling, portfolio construction principles and investment risk.

• Strong analytical, quantitative, financial modelling and problem-solving skills, including advanced Excel.

• Ability to prepare clear investment memoranda, market research, presentations and client materials, and communicate recommendations effectively to senior stakeholders.

• Ability to work collaboratively within cross-functional teams and manage multiple workstreams in a fast-paced environment.

• Proficiency in Microsoft Office and AI tools.

• Willingness to travel periodically for manager meetings, conferences and client discussions.

The knowledge, experience and qualifications that’ll help

• Experience managing or holding direct investment responsibility across two or more asset classes, spanning both debt and equity products; examples include private equity and private credit, infrastructure equity and infrastructure debt, or real estate equity and real estate debt.

• Experience with investment databases or portfolio analytics tools.

• Progress towards or completion of a relevant professional qualification, such as CFA or CAIA.

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs