Fund Research Analyst OR Manager

Arbuthnot Latham; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company is seeking a Fund Research Analyst or Manager to join their team in London. This role focuses on delivering high-quality fund research to guide the Investment Committee, utilizing both qualitative and quantitative assessments of various funds. You'll contribute to the development of robust fund selection processes, supporting portfolio performance while ensuring compliance with financial regulations.

Qualifications

• Experience in fund research covering various asset classes.
• Familiarity with ESG fund universe and UK IFA platform industry is advantageous.
• Knowledge of macroeconomic and market factors influencing fund performance.

Responsibilities

• Conduct qualitative and quantitative assessments of funds.
• Collaborate with teams for ongoing fund monitoring.
• Support Distribution teams in business development.

Skills

Analytical skills

Communication skills

Organisational skills

Interpersonal skills

Tools

Microsoft Office

Morningstar Direct

Bloomberg

FactSet

Job description

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Join to apply for the Fund Research Analyst OR Manager role at Arbuthnot Latham

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Head of Recruitment at Arbuthnot Latham & Co., Ltd

At Arbuthnot Latham, our Fund Research team is central to delivering high-quality insights that guide our Investment Committee. We’re looking to hire a Fund Research Manager or Fund Research Analyst, depending on experience. Whether you're ready to deliver high-quality fund research or contribute as a rising expert, this is an opportunity to make a meaningful impact.

Your Role

You’ll support the Investment Committee in achieving a robust and sustainable long-term portfolio performance.

• As a Manager, you will be responsible for leading the ongoing development of fund selection processes and methodologies, recommending enhancements as and when required. You will also manage fund research PODs.
• As an Analyst, you’ll contribute to fund research efforts, organise POD workflows and support senior team members in delivering high-quality analysis.

In both roles, you’ll place customer outcomes at the centre of your work and ensure compliance with FCA and PRA Conduct Rules.

Both roles will have the following responsibilities:

Research & Analysis

• Conduct qualitative and quantitative assessments of funds under consideration (ETFs, long-only funds, and alternatives).
• Maintain, enhance, and develop Arbuthnot Latham Investment Managent’s fund screens with a focus on macro and market variables.
• Collaborate with Asset Pods for ongoing fund monitoring and timely completion of research projects.
• Contribute to the development of structured fund research processes aligned with Arbuthnot’s investment philosophy.
• Originate or contribute investment ideas for the Investment Committee.
• Participate in fund manager interviews and contribute to internal due diligence.
• Ensure adherence to due diligence standards and maintain MI documentation for compliance and IC review.
• Collaborate with the investment research team to incorporate macroeconomic insights into fund selection.
• Participate in ad hoc projects as determined by the Head of Research.
• Collaborate with the Portfolio Risk and Analytics Manager to assist with the effective management of model portfolios.

Communications

• Contribute to internal and external research papers and articles.

Commercial

• Support Distribution teams in new business development and client retention.

Risk

• Manage risks inherent to the role by following internal policies and procedures.

A Fund Research Manager will have the following, additional, responsibilities

Leadership & Oversight

• Lead the ongoing development of fund selection processes and methodologies.
• Manage fund research POD workflows (Analyst only organises).
• Coach and mentor junior analysts on fund research best practices.
• Attend Investment Committee meetings (up to Tactical Asset Allocation level) and act as the informational conduit for fund selection.
• Debate and clearly communicate fund research findings to the Investment Committee.
• Make formal recommendations to key stakeholders based on research insights.
• Represent Arbuthnot Latham in presentations to internal and external stakeholders, including for marketing purposes.

Key Interfaces

You’ll collaborate with:

• Internal teams: Investment Research, Wealth Management, Distribution, Compliance, Marketing, and Banking teams.
• External stakeholders: Fund managers, investment banks, research providers, clients, and intermediaries.

Person Specification

The following are core qualifications, skills, and experiences expected of both roles:

Experience & Knowledge

• Experience in fund research covering equity, fixed income, or alternative funds.
• Knowledge of funds, trusts, and ETFs across various asset classes and geographies.
• Experience working within a multi-asset environment and understanding of portfolio construction.
• Familiarity with ESG fund universe and UK IFA platform industry (advantageous).
• Experience using Morningstar Direct, Bloomberg, and FactSet.
• Understanding of macroeconomic and market factors influencing fund performance.
• Knowledge of modern portfolio theory and risk in portfolio construction.

Technical Skills

• Proficiency in Microsoft Office (especially Excel, Word, PowerPoint).
• Programming knowledge (e.g., Python) is a plus.

Soft Skills & Attributes

• Excellent analytical, communication, and organisational skills.
• Ability to work independently and within a small team.
• Inquisitive mindset with a desire to understand macro-market interactions.
• Self-motivated and proactive in enhancing processes.
• Strong interpersonal and presentation skills.
• Willingness to learn and undertake continuing professional development.

The following requirements are for the Manager role and reflect the leadership and strategic nature of the position:

Experience & Leadership

• Demonstrable experience leading fund research initiatives and methodologies.
• Strong qualitative fund research expertise, especially in assessing active fund managers.
• Experience presenting to Investment Committees and debating fund research findings.
• Proven ability to organise and manage fund research projects and POD workflows.
• Experience mentoring or coaching junior analysts.
• Ability to make formal recommendations to stakeholders based on research insights.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research

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