Lead Research Analyst - Active Funds
Job DescriptionWe are seeking an experienced Senior Research Analyst to join our investment research team at AJ Bell. In this role, you will help lead a team of fund research analysts across equity, fixed income and alternative asset classes. You will ensure ongoing coverage of existing selections, bring in high-conviction new ideas, help develop the rest of the team and contribute improvements to the broader investment research process. Your selections will support our fast growing multi-asset funds and MPS propositions, as well as the Favourite funds list for self-directed users of our platform.What you''ll do:Manage the ongoing maintenance of existing picks across various sectors, across monthly reporting, six monthly manager meeting and sector reviews (exact sectors to be determined based on candidate).Regularly ''pitch'' new funds onto our approved list, self-directing across desk-based analysis, in-person fund manager meetings and high-quality recommendation notes.Serve as a subject matter expert within the team, mentoring junior and mid-level analysts and setting standards for research quality and depth.Collaborate closely with portfolio managers to ensure research outputs are aligned with fund mandates, risk parameters, and investment philosophy.Monitor existing holdings, track key drivers and catalysts, and provide timely updates to the investment team.Build and maintain relationships with asset management firms and industry experts.Present investment ideas clearly ..... full job details .....
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