Investment Research Manager

Our colleagues at RSMR are looking to hire a new team member 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.

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. It provides independent investment research services to the advisory and provider sectors.

How do RSMR do this? They provide bespoke portfolios, 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.

The RSMR 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. Their online Research Hub provides access to our research on a ‘free to view’ basis.

RSMR ratings cover the following:

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

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

• Conduct fund manager meetings as appropriate and also attend fund manager presentations and seminars, creating research notes in line with 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 media and creating output where required for webinars and broadcasts.

• 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

• 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.

The job is flexible in location but the head office is based in Yorkshire and will 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.

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.