Investment Operations & Research Analyst

Responsibilities

• Investment Research
• Perform fundamental research on individual equities.
• Prepare equity initiation reports for new investment ideas.
• Prepare earnings review reports after company results announcements.
• Prepare sector and peer comparison reports.
• Analyse business quality, financials, valuation, risks, catalysts, competitive position, and portfolio fit.
• Monitor news, earnings, guidance changes, share price movements, valuation changes, and investment thesis developments for existing holdings and watchlist companies.
• Assist the Research Lead in maintaining the approved equities list and watchlist.
• Perform ad-hoc research as requested by the CIO, Research Lead, InvesCo, Portfolio Advisers, or other stakeholders.
• Fund Research and Fund Selection
• Conduct research on funds, ETFs, and other collective investment schemes.
• Prepare fund selection reports for new fund ideas.
• Compare funds by investment objective, strategy, holdings, performance, volatility, drawdown, fees, manager track record, and mandate fit.
• Support ongoing monitoring of approved funds and advised funds.
• Flag material issues such as underperformance, mandate drift, manager changes, portfolio concentration, fee concerns, or deterioration in risk-adjusted returns.
• Maintain fund comparison tables, fund watchlists, and supporting due diligence materials.
• Performance Reporting and Investment Materials
• Support the preparation of monthly performance reports for relevant portfolios and funds versus benchmarks.
• Help explain key drivers of outperformance or underperformance.
• Prepare supporting analysis for investment reviews, portfolio updates, and internal investment discussions.
• Support the preparation of investment write-ups, investor letters, quarterly fund commentaries, and Investment Call materials where required.
• Projects and Investment Operations
• Assist in designing and implementing new projects for the investment team.
• Support investment operations work, including portfolio implementation follow-up, platform coordination, data checks, document preparation, and process tracking.
• Work with platform providers, fund managers, asset management partners, and internal stakeholders where required.
• Help improve investment workflows, reporting processes, and operational controls.
• Identify operational gaps and propose practical improvements to increase accuracy, consistency, and efficiency.
• Assist with trade recommendation analysis and supporting documentation for portfolios and advised funds.
• Standard Operating Procedures and Process Documentation
• Construct, maintain, and update Standard Operating Procedures for the investment team.
• Document workflows for research, fund selection, portfolio monitoring, portfolio changes, reporting, approval processes, and investment operations.
• Create and maintain checklists, templates, process guides, and control logs.
• Ensure SOPs are clear, practical, properly version-controlled, and updated when processes change.
• Help ensure investment processes are consistently followed and properly documented.
• Training and Knowledge Sharing
• Support investment training materials for financial consultants where required.
• Support internal investment initiatives, including investment education, research sharing, and investment discussion materials.
• Key Deliverables
• Weekly / Ongoing
• Equity research reports
• Earnings reviews
• Sector and peer comparison report
• Approved equities list and watchlist updates
• Investment operations follow-up items
• SOP and checklist updates
• Monthly
• Portfolio and fund performance reports
• Funds review report
• Quarterly
• Advised fund commentaries
• Investor letters and investment communication materials
• Ad-hoc
• Investment Call write-ups
• Trade recommendation support
• Project implementation materials
• Investment operations documentation
• Process improvement proposals

Requirements

• Strong interest in equities, funds, portfolio management, and investment processes.
• Basic grounding in fundamental analysis, including business quality, financial sta

Additional Information

Reporting Line - Reports to: Chief Investment Officer (CIO) - Works closely with: Research Lead, Portfolio Advisers, Investing Committee (InvesCo), platform providers, fund managers, asset management partners, and internal stakeholders Role Purpose The Investment Operations & Research Analyst supports the investment team by contributing to investment research, fund research, portfolio monitoring, project implementation, investment operations, and process documentation. This is a junior investment team role suitable for someone who is analytical, organised, detail-oriented, and willing to support both research and operational work. The role is intended to strengthen the investment team's research output, portfolio discipline, operating processes, and Standard Operating Procedures.

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