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Investment Insights Manager

Ref: : 24328603 (Additional Resources Ltd.)
Location: :

Haddenham - South East

Rate: £90K (Permanent) +
Industries: Financial Services
Functional Areas: Finance

Investment Insights Manager - Funds and DFM - Haddenham, Buckinghamshire

Salary - Up to GBP 90k Depending on Experience - Generous Benefits Package

Hybrid of Office and Remote Based

Commutable from Thame, Aylesbury, High Wycombe, Tring, Bicester, Abingdon, Oxford, Milton Keynes etc.

The Company

Our client is a leading financial information, ratings and fintech business. Its unbiased fund and product information provided, coupled with its market-leading software solutions helps consumers, financial institutions and financial advisers make better informed decisions. Based in Haddenham (near Aylesbury in Buckinghamshire) they are a great place to work with some great Glassdoor reviews!

The Role

They are currently recruiting for an Insight Manager. In this role youll lead, manage, and develop a small team of investment specialists in the Funds and DFM team, in addition to actively participating in the day-to-day specialist activities of the team. You will be responsible for ensuring all ratings, reviews, and consultancy outputs are delivered on time and to the required quality standard, addressing any issues that may arise.

You will keep up to date with developments within UK Financial Services (and more widely where relevant), in terms of investment solutions, products, the market and the industry

In this role, you will facilitate revenue generation through the delivery of high-quality Insight-based products and services, representing our client in the marketplace as a thought-leader within the UK Financial Services industry.

This role will also require you to contribute and implement ideas to improve processes and increase efficiency and productivity, as well being involved in developing and promoting new propositions in key markets, working alongside the Head of Insight and Commercial team.

What you need to succeed

Qualifications and Training

Graduate in a mathematical / scientific / engineering discipline, or equivalent intellectual ability demonstrated through experience

CFA or equivalent and demonstrated technical ability

Knowledge

Excellent working knowledge of UK Financial Services

Understanding of modern investment portfolio theory

Understanding of the various UK investment product structures

Understanding of the various UK retail platform and product structures

Knowledge of the relevant distribution channels

Experience

Managing people within a team environment

Significant experience of working within the UK asset management and/or wealth management industry

Collating, analysing and reporting on large volumes of data

Designing and writing reports

Designing, writing and delivering presentations to large groups of people (both internal and external)

Skills

Strong people management skills

Highly numerate, with excellent data analysis, manipulation and interpretation skills

Ability to learn new software applications quickly

Good written and verbal comm


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