The Investment Research team delivers high-quality research to support the Investment Committee's decision-making in line with Arbuthnot Latham’s investment process. The team develops a House View of the global macroeconomic environment to inform portfolio positioning and investment selection, aiming to achieve competitive long-term performance of discretionary portfolios.
Role of Investment Research Analyst
- Contribute to the House View and decision-making process by leading and supporting research on macroeconomics, asset classes, and investment selection.
- Enhance client investment performance through tactical asset allocation recommendations across asset classes.
- Collaborate closely with the Director of Global Investment Strategy and support the Head of Research.
To place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA and PRA's Conduct Rules.
Key Responsibilities
Research
- Own and lead research efforts for dedicated asset classes in line with Arbuthnot Latham’s investment process, initiating and monitoring investments within your areas of responsibility.
- Responsible for developing in-depth macroeconomic research into tangible portfolio ideas through identification of macro-strategy themes using both quantitative and qualitative research.
- Responsible for providing clear and thorough research reports, presentations and recommendations to the wider investment team on relevant asset classes and thematic investment ideas.
- Demonstrate a strong command of macroeconomic and market research, being a key person responsible for macro updates and furthering the macro research agenda in your asset class.
- Present investment recommendations to the investment committee and play an active role in investments and macroeconomic debates within the investment committee.
- Support the process of constantly improving/optimising the IC process to enable more efficient research and portfolio application. This will involve you working collaboratively across the research team with risk and fund research to develop tangible improvements to our operating model.
- Lead on detailed ‘deep dive’ research projects into thematic research areas and coordinate resource you may require delivering such projects.
- Chair meetings for your dedicated sector research POD’s, both for fund and macro research, leading the research agenda and planning the research structure looking forward.
- Efficiently delegate research to other members of the research team and own the research process to delivery, coordinating inputs to meet deadlines.
Investment Selection/Fund Research
- Quantitative and qualitative investment due diligence for new investments and lead performance reviews of existing investments.
- Chair manager meetings, provide performance analysis, portfolio analysis and investment reviews to conduct in depth initial and ongoing fund analysis.
- Have a strong understanding of the underlying market and fund return drivers, linking this to macro research and develop monitoring processes specific to your asset classes to provide actionable insights for fund selection.
- Be responsible to maintain our governance requirements for ongoing due diligence of funds that we invest in, for your dedicated sectors and supporting on others.
- Collaborate on fund research efforts with the relevant stakeholders for asset classes you are responsible for and deliver new investment fund due diligence on a regular basis.
Leadership/collaboration
- Support and coach junior team members on macro research and other research related activities.
- Adopt management responsibilities where required for more junior and developing analysts on the team.
- Effective collaboration across research team and wider business.
Marketing
- Take a lead in external marketing efforts and be responsible for the delivery of regular client and internal updates aimed at demonstrating our research capabilities in a client friendly manner.
- Contribute to the preparation and delivery of external marketing presentations, which can be in the form of webcasts, in person meetings and client events.
- Present / promote / communicate Arbuthnot Latham’s house view and range of services internally or externally where required.
Commercial
- Support the growth in new business and client retention through appropriate support to the Distribution team and client communications.
Risk
- Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.
Key Interfaces
Internal
- Investment Research Team
- Investment Committee
- Wealth Management Distribution Team
- Private and Commercial Banking Teams
- Marketing Department
External
- Fund managers
- Investment Banks
- Institutional Research Providers
- Clients and Intermediaries