At a Glance
- Tasks: Lead and develop the equities investment team while shaping investment policies.
- Company: Join Rathbones Asset Management, a leader in the financial services industry.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Why this job: Make a significant impact on investment strategies and client relationships.
- Qualifications: Experience as a portfolio manager with strong communication skills.
- Other info: Be part of a dynamic team focused on talent development and strategic growth.
The predicted salary is between 72000 - 108000 £ per year.
The Head of Equities role is responsible for the development and communication of the investment policies, contribution to business strategy, management and development of the equities investment team. This role will report directly to the CEO of Rathbones Asset Management (RAM) and will sit on the Exco.
What you’ll be responsible for:
- Lead a team, sharing information and ideas.
- Monitor and assess investment data, taking appropriate action as required.
- Act as the lead voice on asset class for RAM as spokesperson to the external market.
- Design and shape the team to focus on succession and talent development of the analyst pool.
- Ensure alignment on business initiatives are rolled out in the front office.
- Build a robust training programme for all levels of talent within RAM focusing on Investment Process, Communication (analyst meetings, news and clients).
- Enhance the messaging on RAM, the funds and products within RAM.
- Help develop new product ideas to create scalable products that meet client needs.
- Maintain and develop good relationships with brokers, professional advisers and other relevant organisations.
- Carry out necessary market research to ensure investment and technical knowledge is maintained.
- Maintain up-to-date knowledge and adherence to current regulatory requirements.
- Build improved contacts with key (potential) clients in order to develop new business.
- Communicate effectively and work with the Infrastructure Team to action strategic new capabilities or resolve matters that fund managers/analysts might have.
- Report to senior management any concerns relating to improper business practice, e.g. insider dealing, market manipulation, money laundering etc.
- Contribute towards the continued development of the Group by participating in strategic projects, committees, presentations and other activities as requested from time to time.
- Be responsible for the management of risk in accordance with the company's risk appetite statement and ensure adherence to the risk management policy and procedures alongside the Investment Risk Director.
- Board reporting and analysis of fund range for both Exco, RAM and various group boards.
- Work with distribution to ensure investments are providing the right level of support to existing and new clients.
About you:
If you meet some of these criteria and are excited about the role, we encourage you to apply.
- Preference for a person that has been a portfolio manager.
- Strong interpersonal and communication skills.
- Appropriate industry experience with a demonstrable understanding of our market, products and regulation.
- Qualifications such as CFA preferred.
- Ability to work with a variety of strategies and investment philosophies.
- Focus on talent development.
- Strategic thinker that can run broader projects for the RAM business including a number of key stakeholders from around the business.
- Champion for the asset class in the wider Group and industry.
- Challenge fund managers and analysts in their thinking to improve outcomes for clients.
- PR training and experience.
- Effective cascading of information from ExCo through the team, and from the team up to Exco to ensure BAU issues and project work summaries are communicated clearly.
- Ability to connect with colleagues at different levels.
Head of Equities employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Equities
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with hiring managers or during interviews, make sure to highlight your knowledge of investment policies and market trends. Share your insights and experiences to demonstrate that you’re not just another candidate, but a thought leader in the field.
✨Tailor Your Approach
Every company is different, so do your homework! Understand Rathbones Asset Management’s values and goals, and align your discussions around how you can contribute to their success. This shows you’re genuinely interested and invested in the role.
✨Follow Up with Flair
After interviews or networking chats, send a personalised follow-up message. Thank them for their time, reiterate your enthusiasm for the role, and mention something specific from your conversation. It keeps you fresh in their minds and shows your professionalism.
We think you need these skills to ace Head of Equities
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in equities and investment management. We want to see how your skills align with the Head of Equities role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Leadership Skills: Since this role involves leading a team, it’s crucial to demonstrate your leadership experience. Share examples of how you've developed talent or managed teams effectively. We love seeing candidates who can inspire and guide others!
Communicate Clearly: Effective communication is key in this role, so make sure your application reflects that. Use clear and concise language, and structure your thoughts logically. We appreciate candidates who can convey their ideas well, just like we do at StudySmarter!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications better and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Investment Policies
Before the interview, make sure you have a solid understanding of investment policies relevant to the equities market. Familiarise yourself with Rathbones Asset Management's approach and be ready to discuss how you would develop and communicate these policies effectively.
✨Showcase Your Leadership Skills
As the Head of Equities, you'll be leading a team. Prepare examples of how you've successfully managed teams in the past, focusing on talent development and succession planning. Be ready to discuss your strategies for enhancing team performance and communication.
✨Demonstrate Market Knowledge
Stay updated on current market trends and regulatory requirements. During the interview, share insights from your market research and how it can influence investment decisions. This will show your proactive approach and commitment to maintaining industry knowledge.
✨Build Relationships
Highlight your experience in building relationships with brokers, advisers, and clients. Prepare to discuss specific instances where your networking skills led to new business opportunities or improved client satisfaction, as this is crucial for the role.