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Investment Research Analyst
Titan Wealth HoldingsInvestment Research Analyst at Titan Wealth managing rated funds and generating investment insights. Engage in client interactions and research fund performance to enhance investment strategies.
About the role
Key responsibilities & impact- Maintaining the universe of rated funds, undertaking periodic reviews of rated funds including meeting the managers of such strategies
- Identifying and researching potential new ideas for inclusion by presenting suitable ideas to the team
- Provide input into the rating process by opining on new ideas being presented by colleagues
- Production of high-quality reporting output and when required, presenting this to clients, both internal and external
- Support the CIP through fund recommendations to the investment team
- A keenness to adopt new technology and provide input into its enhancement, including suggesting adaptations to existing processes
- Supporting the investment/sales/marketing teams’ efforts by providing relevant information and documentation.
- Representing the business at industry events and should therefore behave in an appropriate manner.
- Any other activities we may reasonably require of your role.
Requirements
What you’ll need- Ideally 3-5 years fund analysis experience
- Excellent analytical skills and experience with Excel, LIM, Morningstar, FE Analytics required
- Excellent written and verbal communication skills are required
- Experience engaging with Asset Management Firms required
- Exposure to AI tools such as Copilot and Claude would be advantageous
- Degree level qualification required. A focus on finance, economics or where a deep level of research has applied, would be advantageous
- Completed Investment Management Certificate is required
- An appetite to study for further relevant qualifications
Benefits
Comp & perks- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- Private medical insurance
- Group life insurance
- Income protection insurance
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- Flexible benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Fund AnalysisAnalytical SkillsExcelLIMMorningstarFE AnalyticsResearch SkillsReportingData PresentationInvestment Recommendations
Soft Skills
Communication SkillsTeam CollaborationAdaptabilityClient EngagementProfessionalism
Certifications
Investment Management Certificate