Asset Management

We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

Postcard from the Netherlands

A key question facing players in a vibrant and rapidly growing fintech hub is whether to disrupt, collaborate, build or buy. Nikolay Pomortsev, Project Manager, reports from Dolfin’s Amsterdam office.

Dolfin shortlisted for Citywealth’s Magic Circle Awards 2019

Dolfin has been shortlisted for Industry Newcomer of the Year and Innovation of the Year in this year’s Citywealth Magic Circle Awards. Voting closes on 12 April.

Credit Analyst
London, UK

Main purpose of the role:

Responsibility for security screening, research and selection of global bonds.

Reporting to:      

Richard Gray, Head of Investment Management

Key responsibilities:

  • Assess creditworthiness of existing and prospective credit investments
  • Examine financial information and credit history for borrowers by creating financial models and critically examining third party research
  • Complete ratio, trend and cash flows analyses and create stress tests and valuation scenarios
  • Deliver a multidimensional perspective on the investment outlook in an accessible and informative manner
  • Determine the risk assessment of individual companies and documenting those in a written statement based on guidelines provided
  • Proactively screen markets and engage with other market participants to find suitable investment ideas
  • Routinely monitor bonds for compliance with covenants and investment case
  • Prepare ad hoc work on for other team members including marketing, sales and operations
  • Assist in constructing and monitoring portfolios based on portfolio manager’s oversight
  • Proactively, set up meetings, conference calls or events with other market participants, sell side analysts, company management teams to enhance Dolfin’s understanding about its investments

Education, Skills & Experience

  • University degree, preferably in business or related field
  • Demonstrable in-depth experience and understanding within professional investment environment, preferably in global equities
  • Ability to analyse business models with a long-term mindset
  • Past roles demonstrate an experience of working in a small team environment with an emphasis on frequent and informal communication and personal responsibility and quality
  • Strong communication skills (oral, aural and written) with both internal and external parties
  • Ability to adapt to changing market conditions, with experience through different investment cycles preferred (UK and/or internationally)

Benefits

Our clients deserve the best and the same goes for our people. That’s why at Dolfin you’ll receive a range of benefits including a competitive salary, flexible operating framework and all the tools, technology and support to help you become the very best you can be.

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