About Company
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson. We help clients to achieve their financial goals by providing bespoke advice and support across a range of services including financial planning, investment management, tax advice, and accountancy. With a strong commitment to client success and a culture of continuous learning and development, Evelyn Partners empowers its professionals to deliver exceptional value. Our mission is to put our clients’ best interests first, helping them navigate complex financial landscapes with clarity and confidence.
Job Description
Are you a highly analytical and experienced investment professional with a passion for deep market research and strategic insights? Evelyn Partners is seeking a dedicated Home-Based Investment Research Partner to join our dynamic team, operating primarily from the comfort and efficiency of your home office, while remaining an integral part of our Altrincham-based regional network. This unique role is designed for an individual who can thrive independently, yet collaborate effectively with our wider investment and advisory teams. You will be instrumental in conducting in-depth research across various asset classes, market sectors, and economic trends, providing critical analysis that informs our investment strategies and client recommendations.
As an Investment Research Partner, you will be responsible for developing comprehensive research reports, performing quantitative and qualitative analysis, and identifying compelling investment opportunities or risks. You will contribute to thought leadership, assist in portfolio construction, and support our financial planners and wealth managers with expert insights. This position offers significant autonomy and the opportunity to shape investment narratives, making a tangible impact on our clients’ financial success. We are looking for someone with a robust understanding of financial markets, excellent analytical skills, and the ability to translate complex data into actionable intelligence. Embrace the flexibility of a home-based role while staying connected to a leading firm dedicated to financial excellence.
Key Responsibilities
- Conduct comprehensive quantitative and qualitative research on global financial markets, economic trends, and specific investment opportunities across various asset classes (equities, fixed income, alternatives).
- Develop detailed investment reports, presentations, and market commentaries for internal stakeholders and client-facing teams.
- Perform in-depth due diligence on investment products, fund managers, and potential investment themes.
- Monitor portfolio performance and market developments, providing timely updates and recommendations to adjust strategies as necessary.
- Collaborate with financial planners, wealth managers, and investment committees to integrate research findings into client solutions.
- Contribute to the firm's overall investment strategy and asset allocation decisions.
- Stay abreast of regulatory changes, industry best practices, and emerging technologies in investment research.
- Support the development of thought leadership content and market insights for external publication.
- Participate in virtual team meetings and contribute actively to a collaborative remote working environment.
Required Skills
- Minimum of 4 years of experience in investment research, financial analysis, or a related field within wealth management or institutional finance.
- Strong analytical and critical thinking skills with the ability to interpret complex financial data.
- Proficiency in financial modelling, valuation techniques, and statistical analysis.
- Exceptional written and verbal communication skills, capable of presenting complex information clearly and concisely.
- Advanced knowledge of financial markets, investment products, and economic principles.
- Demonstrable ability to work independently and manage multiple research projects simultaneously.
- High level of integrity, professionalism, and ethical conduct.
- Proficiency with financial data terminals (e.g., Bloomberg, Refinitiv Eikon) and Microsoft Office Suite (Excel, PowerPoint).
Preferred Qualifications
- CFA charterholder or progress towards the CFA designation.
- Master's degree in Finance, Economics, or a related quantitative field.
- Experience with alternative investments and ESG integration.
- Prior experience in a home-based or remote working environment.
- Familiarity with UK financial regulations and wealth management industry standards.
Perks & Benefits
- Competitive salary and performance-related bonus scheme.
- Generous pension contribution.
- Comprehensive private medical insurance.
- Life assurance and income protection.
- Flexible home-based working model.
- Access to continuous professional development and training opportunities.
- Support for professional qualifications (e.g., CFA).
- Employee assistance program.
- Opportunity to be part of a leading and growing financial services firm.
How to Apply
If you are ready to take on a challenging and rewarding role as a Home-Based Investment Research Partner with Evelyn Partners, we encourage you to apply today. Please click on the application link below to visit our careers page. Explore the current opportunities and submit your detailed CV and a cover letter outlining your relevant experience and why you are the ideal candidate for this role. We look forward to reviewing your application.