Mattioli Woods plc

Financial Planning and Analysis

• Research UK equities using qualitative and quantitative analysis
• Conduct due diligence and contribute to asset allocation and investment strategy
• Support investment selection, portfolio construction and ongoing oversight
• Write research reports and present findings to investment teams and other stakeholders
• Use investment research, portfolio management and risk systems, and sometimes lead improvements to them
• Improve investment data, management information and reporting
• Work with external parties such as brokers and system providers
• Debate investment ideas with colleagues
• Report to the Fund Manager and work with the wider Investment Research and Asset Allocation teams

Investment Analyst

Customer Success Manager

• Lead, coach and develop the team by setting clear goals, monitoring performance and creating a positive team culture
• Act as the first point of contact for the team, providing day-to-day guidance and support
• Work closely with advisers to ensure client needs are met and service standards are upheld
• Conduct performance reviews and oversee absence management
• Review the quality of work across client interaction and business processing, taking corrective action where needed
• Drive continuous improvement by identifying best practice, suggesting ideas and implementing change
• Contribute to wider project work and support strategic initiatives
• Comply with and promote FCA regulations and organisational policies
• Maintain strong relationships with clients, external stakeholders and colleagues across the business

Investment Analyst

CRM Team Leader