Companies Titanwh Investment Research Analyst

About the role

Titanwh · Hybrid
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally.  It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

The purpose of this role is to maintain and further the work of the Research & Consulting team through the analysis of funds and to assist with the delivery of this output to internal/external clients as required.

The incumbent will be required to participate and in some cases lead fund review meetings and, where necessary, assume sector lead responsibilities.

Responsibilities

  • Maintaining the universe of rated funds, undertaking periodic reviews of rated funds including meeting the managers of such strategies
  • Identifying and researching potential new ideas for inclusion by presenting suitable ideas to the team
  • Provide input into the rating process by opining on new ideas being presented by colleagues
  • Production of high-quality reporting output and when required, presenting this to clients, both internal and external
  • Support the CIP through fund recommendations to the investment team
  • A keenness to adopt new technology and provide input into its enhancement, including suggesting adaptations to existing processes
  • Supporting the investment/sales/marketing teams’ efforts by providing relevant information and documentation.
  • Representing the business at industry events and should therefore behave in an appropriate manner.
  • Any other activities we may reasonably require of your role.
  • Critical Skills and Experience required

  • Ideally 3-5 years fund analysis experience
  • Excellent analytical skills and experience with Excel, LIM, Morningstar, FE Analytics required
  • Excellent written and verbal communication skills are required
  • Experience engaging with Asset Management Firms required
  • Exposure to AI tools such as Copilot and Claude would be advantageous
  • Qualifications (Essential & Desirable)

  • Degree level qualification required. A focus on finance, economics or where a deep level of research has applied, would be advantageous
  • Completed Investment Management Certificate is required
  • An appetite to study for further relevant qualifications
  • Key Interfaces (Internal and External)

  • Investment teams, marketing and sales teams
  • Working with internal and external clients
  • FCA requirements TCF/RCR

  • Adhere to all FCA regulations including consumer duty.
  • To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
  • Other information

  • The role is hybrid and attendance to the office is required 3 days per week

  • Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

    Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

    Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

    Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.


    Terms
    - Competitive salary
    - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
    - 25 days Annual Leave + public holidays
    - Buy and sell holidays up to 5 days
    - Office Christmas close (3-days) 
    - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
    - Hybrid working
    - Further education and training support
    - Discretionary performance related bonus
    - Confidential Employee Assistance Programme
    - 2 days per year for voluntary work
    - And lots of flexible benefits to choose from!

    The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
    Ready to apply to Titanwh?
    Apply to Titanwh

    Similar jobs

    Sign up for suggestions tailored to the jobs you open and the searches you save.

    Apply now
    🤖

    Whoa — hold up

    JobsRadar was built for real people having a rough time in their job search — not for automated requests. You're clicking way too fast and you're now temporarily blocked.

    Come back later. If you're genuinely job hunting, we've got your back — just act like a human.

    Catch your next role the second it’s posted.

    Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

    Create free account

    Free forever · takes 30 seconds · already have one?

    Get the worldwide-remote edge.

    Join our Telegram channel for the stuff that helps you land the role — salary benchmarks, the weekly market pulse, and new-feature drops. No spam, just signal.

    Join the channel — it's free