Senior Analyst, Retail - Ref: LT14507

Our client is a global research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. Their Analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. They are now seeking a Senior Analyst with at least 5 years’ experience in Asset Management.

Roles & Responsibilities

  • Act as project lead and primary author for research content related to the European retail asset management industry.

  • Build and cultivate relationships with business leaders and executives at distributors (e.g., banks, private banks, IFA networks, DFMs, etc).

  • Use that network to conduct ongoing qualitative research interviews related to research themes.

  • Present at client events and industry webcasts.

  • Build and manage relationships and partnerships with industry trade associations and publications.

  • Work with team members to construct and launch surveys to asset managers, distributors, financial advisors, etc.

  • Work with the sales and client service team to provide support on client enquiries related to the practice’s research content.

  • Manage report projects and deadlines.

  • Work with other team members to provide strategic consulting to the asset management community, focusing on market-entry strategies, product-viability analysis, investors’ and intermediaries’ behaviours, competitive benchmarking, customised industry research and thought leadership.

  • Use existing data sources (e.g., Broadridge, Morningstar, etc) and finding new sources of data to create exhibits relevant to our qualitative findings.

Experience & Qualifications

  • A minimum of 5 years’ experience in Asset Management (product development, product management, market intelligence and strategy functions preferred) or in distribution related analytical functions (fund analyst, fund or manager selection, platform management etc.).

  • An in-depth and detailed knowledge of the European mutual funds and ETFF landscape

  • Experience in the analysis of various asset classes and investment vehicles such as equity, bond and ETFs

  • Proven analysis and writing skills.

  • Aptitude for synthesising data, identifying long-term trends, and providing commentary on relevant industry issues.

  • Ability to cultivate a network of industry contacts for research purposes.

  • Proficiency in Microsoft Excel and general data manipulation.

  • Knowledge or familiarity with Broadridge and Morningstar databases a plus.

  • Finance-related University degree, CFA, or IMC a plus.

To hear more about this exciting opportunity, please call Linda Tottem on 020 7847 8876 or email your CV to

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.