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- Tasks: Join the Collectives Research Team to manage and research preferred funds.
- Company: JM Finn is a reputable investment firm focused on delivering exceptional service.
- Benefits: Enjoy a full-time role in London with opportunities for professional growth.
- Why this job: Be part of a dynamic team impacting sustainable investments and client relationships.
- Qualifications: CFA Level 3 or equivalent, degree educated, and 5+ years in investment management required.
- Other info: Engage in asset allocation discussions and contribute to marketing publications.
The predicted salary is between 36000 - 60000 £ per year.
Research Analyst (Collectives)
Department: Research
Employment Type: Full Time
Location: London
Reporting To: Head of Investment Office
Description
Work with the Collectives Research Team to produce and manage a comprehensive list of preferred funds. The job holder will have good knowledge of both open and closed-ended funds, including passive products. The role will involve dealing with and providing a service to the investment network, answering queries and ensuring that the firm’s databases are up to date and accurate.
Key Responsibilities
- Work with the Collective Team to develop and manage a consistent approach to external funds by researching existing and generating new ideas, and to provide support to the investment network
- Liaise with the Investment Office and members of the Collectives Committee to maximise the sharing of research resources
- Assist with JM Finn’s Sustainable and ESG research processes
- Maintain fund rationales
- Ensure that portfolios hold the most appropriate share/unit classes, including assisting with the onboarding of new clients and portfolios
- Participate in the Morning Meetings as required and to provide written copy for relevant investment commentaries
- Participate in the Asset Allocation Committee
- Provide copy for publications as required by the Marketing Department
- Help with the maintenance of existing relationships with Introducers of business to JM Finn and to assist in the development of new relationships, as agreed with the Sales and Marketing Departments
- Keep up to date with market & investment information and maintain a working knowledge of relevant professional developments, ensuring that these are acted upon in the clients’, investors’ and the Company’s interests
- Ensure that the governance arrangements supporting fund selection are appropriate
- Ensure that the FCA’s Consumer Duty requirements are embedded within the fund selection process
Skills, Knowledge and Expertise
- CFA Level 3 or equivalent
- Educated to degree level
- At least 5 years’ experience in the investment industry, mainly in Fund Management
- Excellent inter-personal and communications skills, both written and verbal.
- Up to date knowledge of markets, asset-classes, and stocks/ funds
- Evidence of performance positive track record in contributing to the selection of collective investments
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Research Analyst (Collectives) employer: J.M. Finn & Co. Ltd
Contact Detail:
J.M. Finn & Co. Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Research Analyst (Collectives)
✨Tip Number 1
Make sure to stay updated on the latest trends in both open and closed-ended funds. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the investment industry, especially those involved in fund management. Building relationships can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Familiarize yourself with JM Finn’s approach to Sustainable and ESG research. Understanding their values and methodologies will give you an edge during discussions about your fit for the team.
✨Tip Number 4
Participate in relevant webinars or workshops that focus on collective investments and fund selection. This will not only enhance your knowledge but also show your proactive attitude towards professional development.
We think you need these skills to ace Research Analyst (Collectives)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Research Analyst position. Familiarize yourself with the key tasks such as managing fund lists and supporting the investment network.
Tailor Your CV: Customize your CV to highlight relevant experience in fund management and research. Emphasize your knowledge of open and closed-ended funds, as well as any experience with ESG processes or sustainable investing.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment research and your ability to contribute to the Collectives Research Team. Mention specific skills that align with the job description, such as communication skills and market knowledge.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no grammatical errors and that your documents are clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at J.M. Finn & Co. Ltd
✨Showcase Your Fund Knowledge
Make sure to demonstrate your understanding of both open and closed-ended funds during the interview. Be prepared to discuss specific funds you have worked with and how they align with the firm's investment strategies.
✨Highlight Your Research Skills
Since the role involves generating new ideas and managing a comprehensive list of preferred funds, be ready to share examples of your research processes. Discuss how you've contributed to previous teams and the impact of your research on investment decisions.
✨Communicate Effectively
Excellent communication skills are crucial for this position. Practice articulating your thoughts clearly and concisely, especially when discussing complex investment concepts. Prepare to answer questions in a way that showcases your ability to convey information to both technical and non-technical audiences.
✨Stay Updated on Market Trends
Demonstrate your commitment to staying informed about market developments and investment trends. Bring up recent news or changes in the industry that could affect fund selection, and be ready to discuss how these insights can benefit the firm and its clients.
