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- Tasks: Join a dynamic research team to analyse and recommend investment strategies.
- Company: Rathbones is a leading investment management firm with a strong reputation for excellence.
- Benefits: Enjoy a permanent role with opportunities for mentorship and professional development.
- Why this job: Be part of a collaborative culture that values innovation and impactful investment decisions.
- Qualifications: Ideal candidates are CFA qualified or pursuing the charter, with strong analytical and communication skills.
- Other info: Opportunities to promote Rathbones through media channels and engage with clients directly.
The predicted salary is between 36000 - 60000 £ per year.
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London, GB, EC2V 7QN Bristol, GB, BS1 6AX
Date: 16 Jul 2025
Job Title: Collectives Analyst x3
Department: RIM Research
Location: London
Contract Type: Perm
Reporting to: Marcus Blyth and Marjorie Lyons
The Role
To work as part of a curious and collaborative research team to develop, share and debate investment ideas and best practice in order to deliver excellent technical expertise to the wider business.
Outcomes of the Role
- Internal recommended list of collectives is of a size that allows investment managers to make appropriate allocations for clients
- Coverage of recommended and widely held collective investments is current, with written and verbal outputs delivered in a timely manner.
- Investment managers receive important updates on recommended and widely held funds via Tuesday meeting, cloud and business channel meetings, and any ad hoc queries.
- Investment committees and business channels are informed on important updates on funds held within model portfolios or are briefed on Research\’s higher conviction ideas that might facilitate changes.
- Sector and thematic research is delivered to the benefit of investment managers that assists with investment decisions for client portfolios.
- Contribute to the development and management of segregated mandates by identifying suitable fund opportunities, conducting due diligence, and presenting recommendations to the relevant Investment Committee for consideration
- Promote Rathbones to an external audience via media channels e.g., written articles, television appearances.
- Provide expertise and guidance to Rathbones\’ clients and prospective clients when participating in engagements with investment managers.
- Collectives analysts are mentored and provided guidance when needed.
Knowledge, Skills and Experience
- Broad or growing knowledge of investment universe including onshore and offshore, legal structures, ETFs, absolute return and derivatives-based strategies.
- Strong understanding of portfolio construction principles, including how different funds interact within a portfolio to achieve specific risk return objectives and strategic asset allocation goals.
- Ability to analyse facts and arguments critically to produce credible recommendations
- Strong communication skills, both written and verbal with the ability to be persuasive. Media or communications experience would be an advantage
- A self-starter who is able to take initiative and operate successfully on an independent basis.
- Committed team player
- CFA qualified / currently pursuing the CFA charter / willingness to sit exams
- Demonstrable experience in fund research and multi-asset portfolio management and construction
- Experience in fund selection, fixed income and equity research strategy would also be advantageous
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Collectives Analyst employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Collectives Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in the investment universe, especially regarding ETFs and derivatives. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 2
Network with professionals in the investment sector, particularly those who are already working as analysts or in similar roles. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with portfolio construction and fund selection in detail. Be ready to share specific examples of how you've contributed to investment decisions or research projects in the past.
✨Tip Number 4
Showcase your communication skills by preparing to explain complex investment concepts clearly and persuasively. Consider practising with friends or mentors to refine your ability to convey ideas effectively.
We think you need these skills to ace Collectives Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fund research and portfolio management. Emphasise any CFA qualifications or progress towards them, as well as your understanding of investment strategies.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role of Collectives Analyst. Discuss how your skills align with the job requirements, particularly your ability to analyse investments and communicate effectively.
Showcase Communication Skills: Since strong communication skills are essential for this role, consider including examples of how you've successfully communicated complex ideas in previous positions, whether through written reports or presentations.
Highlight Team Collaboration: Mention any experiences where you worked collaboratively within a team to achieve common goals. This will demonstrate your ability to be a committed team player, which is crucial for this position.
How to prepare for a job interview at Rathbone Brothers
✨Show Your Investment Knowledge
Make sure to brush up on your knowledge of the investment universe, including ETFs and derivatives. Be prepared to discuss how different funds interact within a portfolio and demonstrate your understanding of portfolio construction principles.
✨Communicate Effectively
Strong communication skills are crucial for this role. Practice articulating your thoughts clearly and persuasively, both in writing and verbally. Consider preparing a few examples of how you've successfully communicated complex ideas in the past.
✨Demonstrate Team Spirit
As a committed team player, be ready to share experiences where you collaborated effectively with others. Highlight your ability to contribute to a team environment and how you can support your colleagues in achieving common goals.
✨Prepare for Technical Questions
Expect technical questions related to fund research and multi-asset portfolio management. Review key concepts and be ready to discuss your previous experiences in fund selection and analysis, as well as any relevant projects you've worked on.
