Investment Research Manager

2 days ago

Leeds, United Kingdom IDEX Consulting Ltd Full time

My client is currently looking for a Specialist Investment Research Manager to join their team in Leeds City Centre.
Supporting the Director of Investment Management and leading a small team, the Investment Research Manager is responsible for leading their centralised research function and dynamic research projects.
**RESPONSIBILITIES**
- Write and edit investment commentary for press articles
- Keep abreast of industry and market news, leading on investment ideas to deliver winning insights and developments for clients to achieve excellence
- Chair and contribute to various investment research committees and MPS committees, dictating and developing supporting documentation and research tasks beforehand
- Performance (appraisals, performance reviews and succession planning), recognition, and off-boarding oversee and support the delivery of client facing publications, writing, sourcing and editing content
- Acquire and develop large research and complex data-sets, including developing data sharing agreements
- Develop and maintain relationships with research leaders and organisations within the field
- Grow personal profile contributing to local and national media outputs
- To sit on the firms managed portfolio service (MPS) committee and contribute to the discussion and portfolio construction
- Head the investment research student placement scheme, leading the selection process and then developing the students, sharing industry research and learnings
- Responsible for mitigating and reporting any risks which may be detrimental to client's or the firm's reputation, which arise from and not limited to, inadequate procedures, systems or data handling

**QUALIFICATIONS & EXPERIENCE**
- Minimum of CISI Level 4/CFA IMC, ideally CFA Charterholder or Level 7 Investment Advice Diploma in Securities or other equivalent accredited body qualification relating to securities
- Detailed knowledge of all aspects of investments, including regulation and industry standards
- Experienced investment research professional with demonstrable experience of managing people
- Stakeholder management skills
- Excellent verbal and written communicator

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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