Fintel

Financial Planning and Analysis

• Research and analyse investment funds
• Conduct fund manager meetings, presentations, and due diligence activity
• Produce high-quality research notes and analysis
• Contribute to fund rating reviews, investment research methodology, and investment committee discussions
• Support the development and enhancement of RSMR's ratings service
• Manage relationships with key advisory firm clients
• Provide investment guidance and support on Centralised Investment Propositions (CIPs)
• Produce and contribute to quarterly investment reports, portfolio reviews, and fund list assessments for adviser clients
• Support business development activities during new client discussions and pitches
• Represent RSMR at three annual conferences and events run by investment management companies
• Maintain a generalist caseload of around 50 funds covering a mix of fund types
• Report to the Head of Research

Investment Research Manager

Support Engineer

• Serve as the first point of contact for IT requests via ServiceDesk Plus, phone and in person
• Log, triage and resolve requests end to end, maintaining clear and accurate notes
• Resolve account access, password reset, software, connectivity, hardware and peripheral issues
• Support Microsoft 365 applications including Outlook, Teams, SharePoint, OneDrive and Office apps
• Build and deploy laptops and mobile devices using Intune and Autopilot
• Complete onboarding and offboarding tasks under the Joiners, Movers and Leavers process
• Support colleagues at all levels, including senior leadership
• Escalate unresolved issues to the wider IT Operations team with a clear handover
• Provide friendly, professional written and verbal updates throughout issue resolution
• Maintain the IT asset register and manage hardware warranty claims
• Support approximately 400 colleagues across UK offices
• Work as part of a small IT Operations team in a cloud-native transition

IT Support Technician

Full-stack Engineer

• Own Defaqto’s shift from AI-assisted coding to AI-led delivery
• Define context and prompt engineering practices, agent-readable codebases and reproducible agent tooling
• Raise standards for reviewing and hardening generated code using tests, static analysis and security scanning
• Rebuild engineering practices around specification, acceptance criteria, architecture and verification
• Run structured experiments with models, agents and workflows, measuring lead time, change failure rate, review burden and developer experience
• Establish guardrails for secure, licence-aware and auditable AI-assisted development in a regulated business
• Coach engineers through the shift toward engineering outcomes
• Establish organisation-wide engineering discipline through templates, scaffolds, pipelines, linters, policy-as-code, automated checks and agent instructions
• Define and evolve standards for code review, testing, branching, observability, security, documentation and definition of done
• Own high-risk or high-upside initiatives end to end, including architecture, build, launch and operations
• Design platforms and integration surfaces for developers and AI agents, including APIs, MCP servers, predictable errors, idempotency and rate limiting
• Build data governance into technology through entitlements, licensing, lineage, provenance and auditability
• Expose data quality and freshness signals through contracts and clear semantics
• Improve consumption experiences through onboarding, keys, sandboxes, SDKs, documentation, analytics, versioning and deprecation
• Partner with Product to validate feasibility, cost, risk and sequencing and identify technology-led opportunities
• Guide multiple squads on technology choices and continuous improvement of the technology stack
• Lead cross-team architecture decisions, document ADRs and maintain visibility of technical debt
• Advise the Head of Engineering, CTO and leadership team on strategy and immediate technical trade-offs
• Remain hands-on by building, reviewing and verifying critical work

Principal Software Engineer

Consultant

• Query and interrogate large volumes of insurance pricing data to identify meaningful trends and patterns
• Work with complex, messy or incomplete data, cleaning and structuring it to produce reliable analysis
• Analyse market pricing to understand trends, movements and competitive dynamics
• Own the monthly insights output from analysis through final delivery
• Deliver monthly client calls, presenting pricing insights clearly and confidently
• Support client acquisition through product demonstrations, meetings and other client-facing activity
• Build strong client relationships and understand how they use data to support their businesses
• Contribute insight and analysis to media materials covering insurance pricing and market trends
• Work closely with the Product Manager to support product development and deliver meaningful outcomes
• Line manage and support the development of a Market Analyst

Market Insights Consultant

Executive

• Plan and carry out outbound calling campaigns to promote services, events, and partner offerings
• Work toward activity and engagement goals
• Track, record, and share campaign performance metrics with relevant stakeholders
• Maintain accurate and up-to-date records in the CRM system
• Build and maintain positive relationships with third-party partners
• Identify and help develop new business opportunities across internal and external teams
• Attend events when needed to support outreach and relationship-building efforts
• Provide general support to the wider team, including additional tasks as needed
• Connect with existing members through targeted outreach campaigns
• Promote relevant services, events, and opportunities
• Keep the community informed and engaged
• Collaborate with internal teams and external partners to support business growth and engagement
• Report to the Head of Operations

Investment Research Manager

IT Support Technician

Principal Software Engineer

Market Insights Consultant

Campaigns Outreach Executive