Acting Research and Process Manager

  • Location: London, England, United Kingdom
  • Salary: Up to GBP360.00 per day
  • Job Type: Full time

Research and Process Manager is responsible for ensuring that investment processes are relevant, up-to-date and comply with regulation. S/he will ensure that processes are being adhered to at a satisfactory audit-level standard. This will involve the training and monitoring of portfolio managers in process activities, and liaising with Compliance on best practice.

Acting Research and Process Manager

The role holds the relationship with the research providers. This involves the annual negotiation of the research budget with each service provider and the payment of research services in compliance with MiFID II.

The job holder will monitor risk in investment portfolios to ensure IMA restrictions are observed and assist Head of in developing the risk framework.

The post holder will work closely with Head of on all the above tasks and ad hoc projects.

  • Have a good understanding of MiFIDII regulation and be able to pick up the MiFIDII Research related activities quickly
  • An understanding of the investment classes that the firm is responsible for, namely Equities, Private Equity and Property
  • Become familiar with systems such as Bloomberg, Factset and Barra and appreciate their use in investment analysis
  • Monitor the production of research and analysis including new investment evaluation and keeping research notes up to date.
  • An understanding of the equity process for passive management as necessary.
  • Hold the relationships with research providers, lead the annual research negotiation/budgeting activity and set the quarterly payments. The role will need to ensure that Research and Corporate Access are consumed in compliance with MiFID II regulation.
  • Supervise and support the production of reports and information packs for weekly, monthly meetings, however all or part of this activity may be passed on to the MI team as the latter function develops.

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

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