Company

Trace - Expert Accountancy RecruitmentSee more

addressAddressSouth East
type Form of workPermanent, full-time
salary SalarySalary negotiable
CategoryBanking

Job description

Investment Research Program Analyst
Are you ready to make a significant impact in the world of capital management? Join my client's dynamic team at Capital Management business in London, where innovation and excellence converge. I am currently seeking a dedicated and analytical **Investment ResearchProgram Analyst** to play a pivotal role in enhancing external research processes and corporate access.
Key Responsibilities:
Research Consumption Tracking & Data Analysis:
- Manage CorpAxe system to track and analyze research consumption efficiently.
- Conduct in-depth data analysis to provide valuable insights for optimizing research strategies.
- Generate insightful management reports summarizing consumption patterns and user feedback.
Broker Vote Process Enhancement:
- Take ownership of the broker vote process, ensuring efficiency and effectiveness.
- Implement process enhancements for optimal tracking of research consumptions.
- Conduct regular reviews and audits to ensure compliance with regulatory requirements.
Vendor and Stakeholder Management:
- Act as the primary liaison for relationships with external research providers and CorpAxe.
- Maintain accurate provider contacts, facilitating negotiations for budget improvements.
- Establish strong working relationships with investment teams and finance regarding research consumptions.
Key Skills:
- Bachelor's degree in finance, business, or related field.
- Proven experience in data analysis, process enhancements, and vendor management.
- Familiarity with MiFID-compliant external research processes.
- Strong proficiency in Excel and data analysis tools.
- Excellent organizational skills with a keen eye for detail.
- Ability to work independently and prioritize tasks effectively.
- Strong communication and interpersonal skills.
- Proactive problem-solving abilities with a continuous improvement mindset.
Competencies:
- People & Team Skills: Actively engages within the team and shares knowledge.
- Planning & Organizing: Demonstrates good organizational and time management skills.
- Compliance: Follows regulatory processes outlined in the Compliance Manual.
- Risk: Understands and aligns with the risk appetite statement.
- Financial Acumen: Prudently uses resources based on organizational priorities.
- Decision Making & Accountability: Takes accountability for tasks and makes considered decisions.
- Influencing and Communication: Demonstrates effective communication skills and builds relationships.
- Client Focus: Service-minded and pro-active, promoting customer service.
If you are ready to contribute to a dynamic and innovative team, apply now to be a part of my client's growing Capital Management business in London!
Refer code: 2663764. Trace - Expert Accountancy Recruitment - The previous day - 2024-02-01 18:27

Trace - Expert Accountancy Recruitment

South East

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