Research Analyst

Research Analyst

Job Title: Research Analyst, QEP Investment Team

Location: London

Reporting to: Co-Head of Research, QEP

Overview of the role

This role has the following principal responsibilities:

• Contribute to the ongoing development and progress of QEP investment process
• Support the team on investment data, including research and interpretation to recommend investable insights.
• Collaborate within the team and Schroders investment teams on value-add projects

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

The base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

What you'll do

Contributing to the enhancement of investment process

• Lead research projects under the guidance of senior members of the team to better reflect risks and opportunities in our investment process

• Analyse a broad range of data, including structured and unstructured data, and translate it into investment insights by improving our assessment of valuation, business quality or sentiment for our investment universe

Supporting the team on investment research

• Work closely with researchers and portfolio managers to refine our existing investment and research processes in response to business and client needs

• Manage and monitor investment data and its impact to our holdings, providing support to the rest of investment team including portfolio managers

Collaboration

• Produce and present well considered research findings and proposals throughout a project and incorporate feedback from other team members.

• Build relationships and seek collaboration opportunities with other investment, distribution, product, trading and technology teams

The knowledge, experience and qualifications you need

• Higher education degree level, preferably in a numeric field

• Professional experience from equity markets

• Knowledge of portfolio management and the asset management industry

• Knowledge of any programming language is preferred

• Knowledge of equity factors and modelling techniques

• Knowledge of equity markets and fundamental company analysis

• Knowledge of and ability to work with equity market data

• Knowledge of statistical techniques to gain scalable insights from data

What you’ll be like

• Direct and effective communicator who is diligent, persuasive and credible in dealing with management and colleagues
• Ability to work effectively both as part of a team and independently
• Ability to work calmly and effectively in a fast-paced environment
• Planning own workload, typically against a backdrop of changing priorities and or external events.
• Strong problem solving and analytical skills, anticipating potential issues and identify solutions rather than highlighting problems
• Sound judgement and decision-making abilities
• Strong attention to detail
• A curious mid-set, actively seeking opportunities to expand knowledge base
• Take a pro-active approach to highlighting and resolving process inefficiencies
• Keen focus on personal development with an openness to feedback

Discharge of responsibilities

The role holder shall ensure that all their responsibilities are performed to the highest levels of integrity, quality and transparency and in a manner most likely to promote the success of the Schroders Group, taking into account the interests of key stakeholders including clients, employees, regulators, suppliers and society as a whole.

In discharging their responsibilities, the individual shall establish appropriate oversight and control structures for all areas under their control where needed.

Reporting Obligations

In discharging their responsibilities, the role holder shall

• Ensure that their manager is made aware of any issues which the post holder deems material
• Provide to their manager, an annual assessment of their own performance against objectives agreed with them

Committee Memberships

• Where applicable, the role holder must fulfil his/her responsibilities for their Committee Memberships

Conduct Rules

This role is within an entity/or entities which are covered by the UK’s Senior Manager and Certification Regime. As such, the role holder is required to comply with the following Individual Conduct Rules:

Rule 1: You must act with integrity

Rule 2: You must act with due skill, care and diligence

Rule 3: You must be open and cooperative with the FCA, PRA and any other regulators

Rule 4: You must pay due regard to the interests of customers and treat them fairly

Rule 5: You must observe proper standards of market conduct

Appendix: QEP Investment Team

The QEP Investment Team consists of 28 member, located in London, Sydney, Hong Kong and New York. The QEP Team manages $27 bn across a range of global equity strategies, including dedicated EM strategies.

The team is organised across three key functions:

1. The portfolio management & research team is principally located in London with additional team members based in Sydney and Hong Kong. Its members are responsible for researching new ideas, enhancing existing models and making investment decisions.

2. The portfolio implementation team is based in London and is responsible for day-to-day monitoring of client portfolios, implementing portfolio managers' investment decisions and managing cashflows.

3. Our dedicated product management team is located in London, Sydney and New York and are specialists in all aspects of our investment process enabling the investment team to focus on research and the management of our client’s assets.

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.