• Job Description

  Req#: JR011132

  About Us
  

  Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.
  
  Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
  
  We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
  
  As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
  
  Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

  Rothschild & Co Wealth Management

  At Rothschild & Co Wealth Management we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth. We provide a comprehensive range of private wealth services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long-term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.

  UK Wealth Management Investments Team

  The investment goal of UK WM is wealth preservation in real terms. We focus our time and energy on doing this well. The following beliefs underpin our investment philosophy and determine the way we invest our clients’ capital:

  • Long-term thinking creates greater value. A long-term investment horizon allows us to ignore short-term noise and focus on what really matters. Instead of chasing short-term returns, we act and think like business owners and build active partnerships with the companies and funds that we invest in.
  • Investors need to protect themselves against inflation in order to preserve and grow wealth in real terms. Even modest levels of inflation erode the real value of capital over time. Our investment objective is to outpace inflation. We do this by investing in high quality companies with pricing power and high barriers to entry.
  • Sustainability is a fundamental investment issue. Sustainability factors (environmental, social and governance – or ‘ESG’ factors) cannot be separated from economic factors; they are an inherent part of the long-term risks and opportunities for any company. Sustainability analysis is explicitly integrated into our investment process. As long-term investors, we want to own high-quality businesses that have resilient business models and sustainable business practices.
  • Navigating market downturns well is a crucial part of the journey. We seek assets that provide genuine protection during periods of market stress. This allows us to smooth the journey for our clients. Our in-depth research on companies means that we invest with conviction while minimising the risk of permanent capital loss. Taken together, we build sensibly diversified portfolios, combining investments in high-quality companies with assets that provide insurance in times of turbulence.

  Role background

  A vacancy has arisen for an individual to support the Equity Research team in UK Wealth Management, by providing support to the equity research analysts and portfolio managers. This support includes helping the team build out third party relationships with corporates and experts as well as gathering data to help confirm or disconfirm investment hypotheses.

  Main responsibilities

  • Manage the relationships with third-party research and market data vendors including contract management (in conjunction with the WMUK Vendor Manager), cost oversight and service assessment
  • Act as the primary point of contact for corporate access and expert network providers in support of the equity research process
  • Provide portfolio managers and equity research analysts with relevant company and industry transcripts/reports through usage of our research platforms
  • Help to continue to build out internal corporate access capabilities. Support the portfolio managers and equity research team in the planning and coordination of research field visits, including liaison with Investor Relations teams at third-party companies. Seek opportunities to improve efficiencies in process and strengthen relationships with third party companies.
  • Support the Equity Research team and portfolio managers in building out a proprietary network of experts – gathering contacts (via LinkedIn, for instance) and making introductions
  • Work with the front office to maintain an up-to-date record of client expertise
  • Undertake data gathering tasks in support of the Equity Research team and portfolio managers. Seek opportunities to increase the efficiency of data gathering, manipulation and storage processes
  • Assist in creating presentations for the Equity Research team for use at internal, and potential external, meetings
  • Manage small initiatives within the Investment Team. This may include collation and documentation of requirements, coordinating with other WM UK teams, tracking actions and providing updates to management
  • Ad-hoc tasks which could include minute taking at senior meetings, following up on actions assigned to different stakeholders, data analysis etc.

  Professional Experience and Personal Qualities

  • Possess a flexible attitude and a willingness to be involved in a variety of tasks and initiatives
  • Strong organisational skills, ability to multi-task and maintain exceptional attention to detail even when working under pressure
  • Reliable, conscientious and professional with high level of professional integrity
  • Capable of problem-solving and acting independently but able to work in a team whenever required
  • Ability to build and maintain relationships with key internal and external parties
  • Experience managing data sets using Microsoft Excel and active interest in process automation
  • Very strong IT skills to include advanced Excel and PowerPoint; working knowledge of Bloomberg would be an asset
  • Experience of wealth / asset management products / propositions and channels, either through working in the sector or through a consulting practice and a demonstrable interest in portfolio management and an understanding of fundamental research concepts would be seen as beneficial.

• About the company

  The banking business of the firm covers the areas of investment banking, restructuring, corporate banking, private equity, asset management, and private banking.

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