Investment Research Manager

Defaqto Limited; Aylesbury; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

An investment research company in the UK seeks an experienced Research Manager with a focus on investment analysis and research. You'll conduct meetings with fund managers, maintain relationships with advisory clients, and support client reports. The ideal candidate will have a degree and over 5 years of relevant experience in the investment sector. The role supports a hybrid working model with travel across the UK.

Benefits

Flexible working environment

Wellbeing programs

Social and charity events

Free fresh fruit

Qualifications

• Minimum 5 years of experience in the fund/investment sector focusing on analysis and research.
• Strong research, analytical skills and excellent spoken and written fluency in English.
• Ability to work under pressure as part of a team and manage multiple projects.

Responsibilities

• Conduct fund manager meetings and provide input to maintain company’s fund review process.
• Take responsibility for several key advisory clients ensuring continued service delivery.
• Support production of Quarterly Investment Reports for designated clients and their portfolios.

Skills

Research

Analytical

Communication

Teamwork

Fund analysis

Investment research

Education

Degree or equivalent professional qualifications

Tools

Morningstar

FE Analytics

Job description

We are looking for a new member of the team with excellent investment research experience within the advisory and provider sectors.

You might already be in a Research Manager role or working as an IFA and undertaking significant investment research as part of your role.

About Us

RSMR is part of the Fintel family and sits within our Software and Data division along side Defaqto, AKG and a number of our other highly respected brands. We provide independent investment research services to the advisory and provider sectors.

How do we do this?

We provide bespokeportfolios, fund lists plus specific research and due diligence for advisers and in addition, specific research and analysis work for providers. The company has a separate DFM business - RSMR Portfolio Services - and runs discretionary portfolios for clients.

Our list of rated funds continues to expand and is firmly established as one of the key influences for advisers when selecting funds for their client recommendations. Our online Research Hub provides access to our research on a ‘free to view’ basis.

Our ratings cover the following:

• Single strategy active funds
• Passive/tracker/index funds
• Responsible funds
• Multi-asset fund ranges
• Investment trusts

Our ratings are based on both a quantitative and qualitative approach with greater weighting on a ‘forward looking view based on our in-depth meetings with the fund managers/teams.

What you'll do

Fund Management Groups

• Conduct fund manager meetings as appropriate and also attend fund manager presentations and seminars, creating research notes in line with our standard operating procedures and SLAs
• Provide input to ensure the maintenance and integrity of the company’s fund review process and methodology, attend the monthly Fund Review Committee and quarterly Asset Allocation Committee meetings and contribute to other developments as appropriate
• Provide input into the ratings service ensuring this remains ‘leading-edge’ and responsive to the evolving regulatory environment
• To contribute to the production of fund videos and virtual panels working with mediaand creating output where required for webinars and broadcasts.

Advisory Firms

• Take responsibility for several key advisory clients ensuring continued service delivery and support
• Provide guidance to advisory clients on their CIP and other related support services agreed in their retainer schedule and attend advisory client’s Investment Committee meetings as required
• Support the production of the Quarterly Investment Reports for designated clients and their portfolios and/or fund lists
• Contribute to the ongoing relationship and development of all key adviser clients
• Support the Business Development team by adding specialist investment knowledge in the recruitment of new adviser retainer clients

What you'll need to succeed

• Relevant experience in the fund/investment sector with a focus on analysis and research (minimum 5 years)
• An appropriate Degree and/or equivalent relevant professional qualifications
• Strong research, analytical and communication skills
• Excellent spoken and written fluency in English
• The ability to work under pressure as part of a team, to an excellent standard and to manage multiple projects
• Working knowledge of support systems such as Morningstar or FE Analytics.

Role Location

The job is flexible in location but the head office is based in Yorkshire andwill entail travelling to meet fund groups (mainly in London) and advisory firms throughout the UK if appropriate.

Right to Work

Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.

How we Work

Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers.

Think Big | Be Bold | Own it | Team up | Be a Star

We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team-building events and free fresh fruit delivered to the office.

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.