Investment Management - Fund Research Analyst or Manager

• Investment Management - Fund Research Analyst or Manager

At Arbuthnot Latham, our Fund Research team is central to delivering high-quality insights that guide our Investment Committee. We're looking to hire aFund Research ManagerorFund Research Analyst, depending on experience. Whether you're ready to deliver high-quality fund research or contribute as a rising expert, this is an opportunity to make a meaningful impact.

Your Role

You'll support the Investment Committee in achieving a robust and sustainable long-term portfolio performance.

• As a Manager, you will be responsible for leading the ongoing development of fund selection processes and methodologies, recommending enhancements as and when required. You will also manage fund research PODs.
• As an Analyst, you'll contribute to fund research efforts, organise POD workflows and support senior team members in delivering high-quality analysis.

In both roles, you'll place customer outcomes at the centre of your work and ensure compliance with FCA and PRA Conduct Rules.

Both roles will have the following responsibilities:

Research & Analysis

• Conduct qualitative and quantitative assessments of funds under consideration (ETFs, long-only funds, and alternatives).
• Maintain, enhance, and develop Arbuthnot Latham Investment Managent's fund screens with a focus on macro and market variables.
• Collaborate with Asset Pods for ongoing fund monitoring and timely completion of research projects.
• Contribute to the development of structured fund research processes aligned with Arbuthnot's investment philosophy.
• Originate or contribute investment ideas for the Investment Committee.
• Participate in fund manager interviews and contribute to internal due diligence.
• Ensure adherence to due diligence standards and maintain MI documentation for compliance and IC review.
• Collaborate with the investment research team to incorporate macroeconomic insights into fund selection.
• Participate in ad hoc projects as determined by the Head of Research.
• Collaborate with the Portfolio Risk and Analytics Manager to assist with the effective management of model portfolios.

Communications

• Contribute to internal and external research papers and articles.

Commercial

• Support Distribution teams in new business development and client retention.

Risk

• Manage risks inherent to the role by following internal policies and procedures.

A Fund Research Manager will have the following, additional, responsibilities

Leadership & Oversight

• Leadthe ongoing development of fund selection processes and methodologies.
• Managefund research POD workflows (Analyst only organises).
• Coach and mentorjunior analysts on fund research best practices.
• Attend Investment Committee meetings(up to Tactical Asset Allocation level) and act as the informational conduit for fund selection.
• Debate and clearly communicatefund research findings to the Investment Committee.
• Make formal recommendationsto key stakeholders based on research insights.
• Represent Arbuthnot Latham inpresentations to internal and external stakeholders, including for marketing purposes.

Key Interfaces

You'll collaborate with:

• Internal teams: Investment Research, Wealth Management, Distribution, Compliance, Marketing, and Banking teams.
• External stakeholders: Fund managers, investment banks, research providers, clients, and intermediaries.

The following are core qualifications, skills, and experiences expected of both roles:

Experience & Knowledge

• Experience in fund research covering equity, fixed income, or alternative funds.
• Knowledge of funds, trusts, and ETFs across various asset classes and geographies.
• Experience working within a multi-asset environment and understanding of portfolio construction.
• Familiarity with ESG fund universe and UK IFA platform industry (advantageous).
• Experience using Morningstar Direct, Bloomberg, and FactSet.
• Understanding of macroeconomic and market factors influencing fund performance.
• Knowledge of modern portfolio theory and risk in portfolio construction.

Technical Skills

• Proficiency in Microsoft Office (especially Excel, Word, PowerPoint).
• Programming knowledge (e.g., Python) is a plus.

Soft Skills & Attributes

• Excellent analytical, communication, and organisational skills.
• Ability to work independently and within a small team.
• Inquisitive mindset with a desire to understand macro-market interactions.
• Self-motivated and proactive in enhancing processes.
• Strong interpersonal and presentation skills.
• Willingness to learn and undertake continuing professional development.

The following requirements are for the Manager role and reflect the leadership and strategic nature of the position:

Experience & Leadership

• Demonstrable experienceleading fund research initiatives and methodologies.
• Strong qualitative fund research expertise, especially in assessing active fund managers.
• Experience presenting to Investment Committeesand debating fund research findings.
• Proven ability toorganise and managefund research projects and POD workflows.
• Experiencementoring or coachingjunior analysts.
• Ability tomake formal recommendationsto stakeholders based on research insights.