Investment Research Analyst

Titan Wealth Holdings

Investment Research Analyst at Titan Wealth managing rated funds and generating investment insights. Engage in client interactions and research fund performance to enhance investment strategies.

Posted 7/1/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and experience in fund analysis, with proficiency in Excel and industry-specific tools like LIM and Morningstar. Capable of producing high-quality reports and effectively communicating insights to both internal and external stakeholders.

Highest-signal resume keywords

Fund Analysis ExperienceExcellent Analytical SkillsInvestment Management CertificateExperience with ExcelVerbal and Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fund AnalysisAnalytical SkillsExcelLIMMorningstarFE AnalyticsResearch SkillsReportingData PresentationInvestment Recommendations

Soft Skills

Communication SkillsTeam CollaborationAdaptabilityClient EngagementProfessionalism

Tools & Technologies

AI ToolsCopilotClaude

Certifications & Qualifications

Investment Management Certificate

Industry Keywords

Asset ManagementFund RatingsInvestment StrategiesMarket ResearchFinancial Analysis

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