At a Glance
- 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.
- Other info: Opportunities to promote Rathbones through media channels and engage with clients directly.
- 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.
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
Collectives Analyst in London employer: Rathbone Brothers
Rathbones is an exceptional employer that fosters a collaborative and innovative work culture, particularly for the role of Collectives Analyst in London. Employees benefit from ongoing professional development opportunities, mentorship, and the chance to contribute to impactful investment strategies while engaging with a diverse range of clients. With a commitment to excellence and a supportive environment, Rathbones stands out as a rewarding place to build a meaningful career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Collectives Analyst in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Rathbone Brothers, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Rathbone Brothers.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Rathbone Brothers.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Rathbone Brothers, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Collectives Analyst in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Rathbone Brothers want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Rathbone Brothers.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Rathbone Brothers will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Rathbone Brothers. Numbers speak louder than words!
How to prepare for a job interview at Rathbone Brothers
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Rathbone Brothers want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withRathbone Brothers.
