Data & Records Management Specialist - Contract (London)

Insight Investment; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading asset manager is seeking a Records Management Coordinator to enhance their data management practices in London. This role focuses on ensuring compliance with FCA regulations and promoting effective records practices across the organization. Ideal candidates will have relevant financial services experience and strong stakeholder communication skills.

Qualifications

• Experience in data or records management role within financial services.
• Knowledge of FCA SYSC, MiFID II, and GDPR regulations.
• Ability to manage sensitive data within a regulated environment.

Responsibilities

• Coordinate management of business records and ensure compliance with policies.
• Act as a liaison for records management across various business units.
• Provide training on records management best practices.

Skills

Attention to detail

Stakeholder management

Communication

Education

Professional certification in records or information management

Tools

SharePoint

Diligent

iManage

Job description

Insight Investment is looking for a Records Management Coordinator to join the Data Management team in London for an interim contract.

The Interim Records Management Co-ordinator will play a critical role in ensuring compliant, efficient, and consistent management of business records and data across all areas of the Insight Investment organisation. This includes adherence to FCA regulations, GDPR, internal retention schedules, and operational risk controls. The coordinator will act as a central contact for records management practices across investment, compliance, legal, operations, and technology functions.

This role will look at setting up best practices and educate the business as they enter into the next chapter of their data management journey. It is an ideal opportunity for a detail-oriented professional with experience in records management, data lifecycle oversight, and governance frameworks within regulated financial services.

Role Responsibilities

• Ensure that records (digital and physical) are captured, classified, and filed when created or finalised, in accordance with policy and regulatory requirements.
• Apply the firm’s retention schedules consistently and ensure review of records subject to event-based retention periods.
• Coordinate and document secure disposal of records that have met their retention period, unless subject to a Legal Hold.
• Support the operationalisation of the firm’s Records and Data Retention Policy across business units.
• Promote use of centralised records tools, archive solutions, and secure destruction services
• Ensure records and data practices comply with applicable UK regulations, including: FCA SYSC requirements, GDPR and UK Data Protection Act, MiFID II recordkeeping standards.
• Assist with the oversight and proper retention of electronic communications (including emails, trading records, and investment decisions).
• Respond to internal audit, risk, and compliance testing on records management controls.
• Identify and escalate gaps in records retention or governance practices, and collaborate on remediation plans.
• Act as the liaison between business teams and compliance/IT for data lifecycle queries.
• Provide training and awareness sessions on records management best practices and obligations.
• Engage with business leads to encourage periodic review of records and appropriate disposal of outdated material

Experience Required

• Prior experience in a data or records management role within financial services, ideally in asset management or investment firms.
• Knowledge of relevant UK regulatory frameworks, including FCA SYSC, MiFID II, and GDPR.
• Familiarity with electronic records/document management systems (e.g., SharePoint, Diligent, iManage).
• Strong attention to detail, documentation discipline, and ability to manage sensitive data.
• Strong stakeholder management and communication skills across business and technical teams.

• Experience in managing Legal Holds and information governance policies in a regulated setting.
• Professional certification in records or information management (e.g., IRMS, ICRM, AIIM, CIP).
• Understanding of data classification frameworks, digital archiving practices, and metadata tagging.
• Exposure to audit readiness and operational risk management functions

Insight Investment is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail]

About Insight Investment

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities.

Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: www.insightinvestment.com