Investment Research Analyst

Arbuthnot Latham; Greater London; On-site; GBP 55,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Pension

Holiday allowance

BUPA Health cover

4x Life Assurance

Discretionary bonus

Maternity/paternity policies

Job summary

Arbuthnot Latham is seeking an Investment Research Analyst to contribute to the House View, deliver macroeconomic research, and support asset-class investment selections. The role involves leading deep-dive studies, conducting quantitative and qualitative analysis, and presenting insights to the Investment Committee.

You will work closely with the Director of Global Investment Strategy and the Head of Research, supporting research governance and process improvements while collaborating with

Qualifications

• Independent macro research capability with cross-asset focus.
• Experience leading fund due diligence and investment reviews.
• Strong communication and presentation skills to senior committees.

Responsibilities

• Lead research efforts for dedicated asset classes.
• Provide portfolio ideas through macro themes and data.
• Present investment ideas to Investment Committee and stakeholders.
• Collaborate with research, risk, and fund teams to enhance processes.
• Coach junior analysts on macro research and related activities.

Skills

Macro research

Fund research

Quantitative analysis

Communication

Education

Bachelor’s degree

CFA level

Master’s degree

Tools

Bloomberg

FactSet

Morningstar

Job description

The Investment Research team delivers high-quality research to support the Investment Committee's decision-making in line with Arbuthnot Latham’s investment process. The team develops a House View of the global macroeconomic environment to inform portfolio positioning and investment selection, aiming to achieve competitive long-term performance of discretionary portfolios.

Role of Investment Research Analyst

• Contribute to the House View and decision-making process by leading and supporting research on macroeconomics, asset classes, and investment selection.
• Enhance client investment performance through tactical asset allocation recommendations across asset classes.
• Collaborate closely with the Director of Global Investment Strategy and support the Head of Research.

To place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA and PRA's Conduct Rules.

Key Responsibilities

Research

• Own and lead research efforts for dedicated asset classes in line with Arbuthnot Latham’s investment process, initiating and monitoring investments within your areas of responsibility.
• Responsible for developing in-depth macroeconomic research into tangible portfolio ideas through identification of macro-strategy themes using both quantitative and qualitative research.
• Responsible for providing clear and thorough research reports, presentations and recommendations to the wider investment team on relevant asset classes and thematic investment ideas.
• Demonstrate a strong command of macroeconomic and market research, being a key person responsible for macro updates and furthering the macro research agenda in your asset class.
• Present investment recommendations to the investment committee and play an active role in investments and macroeconomic debates within the investment committee.
• Support the process of constantly improving/optimising the IC process to enable more efficient research and portfolio application. This will involve you working collaboratively across the research team with risk and fund research to develop tangible improvements to our operating model.
• Lead on detailed ‘deep dive’ research projects into thematic research areas and coordinate resource you may require delivering such projects.
• Chair meetings for your dedicated sector research POD’s, both for fund and macro research, leading the research agenda and planning the research structure looking forward.
• Efficiently delegate research to other members of the research team and own the research process to delivery, coordinating inputs to meet deadlines.

Investment Selection/Fund Research

• Quantitative and qualitative investment due diligence for new investments and lead performance reviews of existing investments.
• Chair manager meetings, provide performance analysis, portfolio analysis and investment reviews to conduct in depth initial and ongoing fund analysis.
• Have a strong understanding of the underlying market and fund return drivers, linking this to macro research and develop monitoring processes specific to your asset classes to provide actionable insights for fund selection.
• Be responsible to maintain our governance requirements for ongoing due diligence of funds that we invest in, for your dedicated sectors and supporting on others.
• Collaborate on fund research efforts with the relevant stakeholders for asset classes you are responsible for and deliver new investment fund due diligence on a regular basis.
• Support and coach junior team members on macro research and other research related activities.
• Adopt management responsibilities where required for more junior and developing analysts on the team.
• Effective collaboration across research team and wider business.

Marketing

• Take a lead in external marketing efforts and be responsible for the delivery of regular client and internal updates aimed at demonstrating our research capabilities in a client friendly manner.
• Contribute to the preparation and delivery of external marketing presentations, which can be in the form of webcasts, in person meetings and client events.
• Present / promote / communicate Arbuthnot Latham’s house view and range of services internally or externally where required.

Commercial

• Support the growth in new business and client retention through appropriate support to the Distribution team and client communications.

Risk

• Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.

Key Interfaces

Internal

• Investment Research Team
• Wealth Management Distribution Team
• Private and Commercial Banking Teams
• Marketing Department

External

• Investment Banks
• Institutional Research Providers
• Clients and Intermediaries

Person Specification

• The ideal candidate is highly motivated analyst with a strong academic and professional background, who demonstrates the ability to conduct independent research with a strong understanding of how macroeconomic forces impact cross asset class performance.
• 3-5 years’ minimum experience in either an investment research or investment strategist role which includes experience in macro analysis, idea generation, quantitative analysis, due diligence and investment selection.
• Experience of working within a multi-asset environment with strong understanding of macroeconomics and their impact on cross asset classes from the perspective of portfolio construction.
• Excellent academic background with at least a bachelor’s degree level education and CFA level industry qualification expected, or master’s degree in related field, such as economics.
• Experience in fund research, both qualitative and quantitative, with the ability to lead fund manager research meetings with insightful questioning to validate fund process adherence.
• Exceptional organizational and communication skills (written and oral).
• Ability to work under pressure, meet tight deadlines, and manage multiple projects independently.
• The ability to clearly articulate high conviction, well-thought-out, and supported investment ideas in both large and small group settings.
• The candidate must also demonstrate the ability to work more broadly within an organization where information-sharing is critical to the success of all teams across asset classes.
• Strong modelling, analytical and quantitative skills.
• Experience in building and maintaining databases for ongoing research modelling and monitoring.
• Inquisitive nature to understand the cause and effect interactions with the macro and markets.
• Advanced Microsoft Office skills, with a key focus on excel.
• Proficiency with Bloomberg, FactSet and Morningstar preferred.
• Programming knowledge/experience would be looked upon favourably.

Qualifications

Bachelor’s degree level education and CFA level industry qualification expected.

• Respecting Others
• Influencing Others
• Performance Focus

Business Focused Competencies

• Business & Commercial Focus
• Creativity / Entrepreneurial Thinking
• Communication & Confidence
• Working Proactively
• Expert Knowledge
• Planning & Reviewing
• Problem Solving & Judgement

About Us

Life, Work and Benefits

Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.

• Competitive salary, pension & holiday allowance
• BUPA Health cover
• 4x Life Assurance
• Discretionary bonus
• Market leading maternity/paternity and menopause policies

Data Privacy and Reasonable adjustments

We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice

Reasonable adjustments : Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at [e-mail]. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.