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Job Details

Closing Date
02/03/2018 15:51
Leeds (Head Office)
23 January 2018

Investment Specialist and Research Coordinator

A vacancy has arisen in our Investment Management Department for a full time Investment Specialist and Research Coordinator. The successful candidate for this role can be based at either of our Leeds or Locksbottom offices.
Reporting to the Investment Management Department Manager, the role involves co-ordinating the day-to-day running of the investment research department. The role will also involve providing support and assistance to the Redmayne Bentley offices by way of commentary, written work and investment idea generation.
Further responsibilities include: 
  • providing in-house research to support the Investment Committees helping to structure, develop and communicate investment recommendations.
  • managing the performance of all Investment Research Department staff including appraisals, coaching and mentoring.
  • Identifying training requirements within the Investment Research Department and ensuring they are carried out.
  • producing articles for client publications and provide media commentary and observations/views on new issues and fundraisings.
  • updating standard paragraphs for use by Investment Managers in review letters.
  • monitoring and initiating commentary on the Intranet Blog.
  • reviewing written work for factual accuracy from other areas of the business.
  • handling enquiries from Investment Managers concerning stock selection and ideas.
  • reviewing the risk and asset categorisation of investment instruments and contribute to the investment risk categorisation committee.
  • monitoring, filtering and distributing external research in line with MIFID II regulations and maintaining a log of breaches.
  • creating template pitching documents/presentations for existing and potential clients on behalf of the firm.
  • participating in and/or attending Company briefings/updates/conference calls and circulating observations/views to the firm where appropriate.
  • assisting with general enquiries, ad-hoc requests and any other additional tasks.
  • ensuring all telephone calls to the Investment Research Team, from offices or clients, are responded to within a timely manner.
  • co-ordinating the Investment Research team and assisting with the coordination of the firm’s overall research function.
  • reviewing/monitoring processes surrounding the Investment Research department and suggesting changes to increase efficiencies where possible.
The role requires an interest in and knowledge of the stock market, different investment types, asset classes and financial software (for example: FactSet, Bloomberg, Reuters, etc.) Previous experience within Investment Management, Investment Consulting, Asset Management or Investment research is preferable.
Applicants should possess:
  • the ability to understand and analyse complex information
  • experience of communicating with clients and colleagues – verbal and written
  • excellent analytical skills with a high level of attention to detail
  • the capability to work under pressure whilst organising and managing time effectively
  • the ability to be innovative and look for ways to improve processes 
Ideally all candidates will be qualified to at least industry level 4 e.g. CISI Level 4 Investment Advice Diploma in Securities; CFA; or equivalent accredited body retail qualification relating to securities.
Strictly no recruitment agencies please. 
Hours of work: 8am to 5pm - 40 hours per week
Salary: competitive
If you would like to apply then please send your CV and a covering letter to:
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