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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment research and analysis, with strong analytical skills and the ability to produce high-quality research notes. Capable of managing client relationships and presenting findings effectively to advisory clients.
Highest-signal resume keywords
Investment ResearchFund AnalysisClient Relationship ManagementPresentation SkillsLevel 4 Diploma in Financial Services
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Fund Manager MeetingsDue DiligenceResearch MethodologyInvestment Committee DiscussionsPortfolio ReviewsFund Rating ReviewsInvestment GuidanceCentralised Investment PropositionsQuarterly Investment ReportsFund List Assessments
Soft Skills
Analytical SkillsCommunication SkillsCollaborative MindsetConfidence in PresentingGenuine Interest in Fund Research
Certifications & Qualifications
Level 4 Diploma in Financial Services
Industry Keywords
Investment FundsAdvisory ClientsGeneralist CaseloadInvestment ManagementBusiness Development
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- A minimum of a Level 4 Diploma in financial services
- Relevant experience conducting your own fund or investment research
- Strong analytical skills
- Communication skills to hold your own in face-to-face meetings with fund managers
- Comfortable working as a generalist across a broad mix of fund types, rather than specialising in a single asset class
- Genuine interest in the detail of fund research
- Confidence presenting findings and guidance to advisory clients
- Comfortable working remotely/field-based, with regular UK travel to meet fund managers and periodic visits to the Silsden office
- Collaborative mindset
- Must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship
- Must not require future Skilled Worker visa sponsorship
Benefits
Comp & perks- Remote/field-based working arrangement
- Regular travel throughout the UK to meet fund managers
- Periodic visits to RSMR's office in Silsden, near Leeds, where practical
- Legal right to work in the UK without time restrictions and without the need for future sponsorship
- Permanent full-time employment