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Investment Insights Manager

Additional Resources
Haddenham, Aylesbury, United Kingdom
Competitive Salary
Closing date
Nov 25, 2022

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Job Role
Contract Type
Full Time
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Investment Insights Manager - Funds & DFM - Haddenham, Buckinghamshire

Salary – Up to £90k Depending on Experience – Generous Benefits Package

Hybrid of Office & Remote Based

Commutable from Thame, Aylesbury, High Wycombe, Tring, Bicester, Abingdon, Oxford, Milton Keynes etc.

The Company

Our client is a leading financial information, ratings and fintech business. Its unbiased fund and product information provided, coupled with its market-leading software solutions helps consumers, financial institutions and financial advisers make better informed decisions. Based in Haddenham (near Aylesbury in Buckinghamshire) they are a great place to work with some great Glassdoor reviews!

The Role

They are currently recruiting for an Insight Manager. In this role you'll lead, manage, and develop a small team of investment specialists in the Funds & DFM team, in addition to actively participating in the day-to-day specialist activities of the team. You will be responsible for ensuring all ratings, reviews, and consultancy outputs are delivered on time and to the required quality standard, addressing any issues that may arise.

You will keep up to date with developments within UK Financial Services (and more widely where relevant), in terms of investment solutions, products, the market and the industry

In this role, you will facilitate revenue generation through the delivery of high-quality Insight-based products and services, representing our client in the marketplace as a thought-leader within the UK Financial Services industry.

This role will also require you to contribute and implement ideas to improve processes and increase efficiency and productivity, as well being involved in developing and promoting new propositions in key markets, working alongside the Head of Insight and Commercial team.

What you need to succeed

Qualifications & Training

Graduate in a mathematical / scientific / engineering discipline, or equivalent intellectual ability demonstrated through experience

CFA or equivalent and demonstrated technical ability


Excellent working knowledge of UK Financial Services

Understanding of modern investment portfolio theory

Understanding of the various UK investment product structures

Understanding of the various UK retail platform and product structures

Knowledge of the relevant distribution channels


Managing people within a team environment

Significant experience of working within the UK asset management and/or wealth management industry

Collating, analysing and reporting on large volumes of data

Designing and writing reports

Designing, writing and delivering presentations to large groups of people (both internal and external)


Strong people management skills

Highly numerate, with excellent data analysis, manipulation and interpretation skills

Ability to learn new software applications quickly

Good written and verbal communication skills, including the ability to articulate complex concepts in an easy to understand manner

Strong creative thinking, analytical and problem-solving skills


This is a unique role with a leading organisation. You will be working within an important and fast growing part of their business. You will be at the heart of the wealth and investment management markets. They offer a competitive salary of up to £90k, very much dependent upon the experience, knowledge and expertise you can bring to the role. You’ll also benefit from a generous benefits package to include pension scheme, comprehensive insurance package (including life, critical illness, private medical and dental) and a gym membership subsidy.

Full job spec and further information on this opportunity to join a leading organisation are available on request.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Key Words: Investment Consultant,CFA, Investment Funds, Financial Analysis, Investment Analyst, Investment Adviser, Financial Adviser, Chartered Financial Analyst, wealth manager, Fund Data, DFM
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