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Research - Regulation and Data Analyst

Banking Operations
United Kingdom
20-06-2022 01:58 PM
Role: Research - Regulation and Data Analyst
Positions: Permanent 
Salary: Circa £62,000 

Overview of the role:
  • Lead responsible for managing provision and consumption of external research on behalf of the investment research team, investment management business.
  • Utilise third party resource tracking software to independently monitor interactions with external research providers. Use relevant software to aid understanding of appropriate value from research budget spend.
  • Work with third party resource tracking software companies to help develop enhancements to overall product and create further granularity in analytical capabilities.
  • Lead on production of detailed MI reports on research and resource consumption at departmental, business channel and firm wide level to be included in external research committee packs for review by senior stakeholders within the firm.
  • Prepared to present and discuss any MI report findings with senior stakeholders. Able to make appropriate actionable recommendations as a result of discussions.
  • Oversee user entitlements configuration and administration process using third party software tools.
  • Responsible for secretarial duties on behalf of External Research Committee (coordinating with committee members for compilation of papers incorporating CIO key highlights for bi-monthly meeting and follow ups on actions outstanding).
  • Responsible for managing the smooth implementation and execution of voting process on external service providers for consideration in budget reviews.
  • Manage broker and research provider relationships. Be responsible for coordination of service meetings and undertake budget negotiations.
  • Maintain RFPs outlining research service demand and manage dissemination of RFPs to new providers as well as receipt and tracking of responses.
  • Ensure records such as memorandums of understanding (MoUs) are stored and kept organised for each supplier relationship. Negotiate with sell-side on any relevant terms of MoUs to ensure key parameters are met.
  • Reconcile that firm research budget account expenditure is accurate, reconciled and reflective of MoUs. Where service falls short of agreements, undertake relevant negotiations and ensure these are documented and reflected in accounts.
  • Contribute towards activities of Research Support team and provide cover as appropriate.
  • Contribute towards the continuing development of the Group by participating in department projects, committees and other activities as requested.
  • Research potential new offerings by companies with reference to extending external research monitoring for the department. Where relevant, provide feedback to Co-CIOs to enable further discussion of any offering.
  • Personal development of own career within the research department.
Key skills required:
  • High level of organisational ability and attention to detail.
  • Self-starter who is able to take initiative and operate successfully on an independent basis.
  • Excellent time management skills.
  • Clear analytical approach to projects and tasks.
  • Committed and highly dependable team player.
  • A minimum of 5 years’ prior experience in this or a closely-related field within wealth management, investment management or procurement.
  • Experience in managing and negotiating budgets.
  • Proven ability to communicate effectively with senior internal stakeholders as well as external service providers on sell side.
  • Comfortable presenting key insights and trends to our External Research Committee based on findings through data collation and analysis.
  • Strong interpersonal skills and ability to coordinate with individuals across London and regional offices.
  • Detailed understanding of MiFID II External Research rules and their applicability to the Research department as well as the strategic and commercial implications for the wider firm.
  •  Highly organised, experienced in planning workloads against the background of changing priorities.
  • Highly motivated self-starter able to work independently, taking initiative to address problems.

Josh Angus

Managing Director

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