Job Description
Investment Insights Analyst
Are you an experienced audience engagement professional with a passion for the investment industry? Our client, a leading financial media and software solutions provider, is seeking a Investment Insight Analyst to drive connections with key investment professionals and institutions across the wealth and asset management landscape.
About the Role
In this pivotal role, you will take the lead in building and strengthening relationships with senior investment audiences — including asset owners, wealth managers, advisers, DFMs, trustees, and model portfolio providers. You’ll play a pivotal role in expanding engagement across digital content hubs and virtual events that serve the UK investment community.
Key Responsibilities
* Identify, engage, and grow high-value investment audiences
* Develop and implement strategies to deepen user engagement across digital platforms
* Monitor market trends and competitor activity to refine engagement tactics
* Manage and optimise the audience database, ensuring data accuracy and actionable insights
* Build relationships with DFMs, MPS providers, and other buy-side decision-makers
* Conduct interviews with thought leaders to produce compelling video and written content
* Collaborate with sales, marketing, and editorial teams to align engagement initiatives
Skills & Experience
* Minimum 3 years’ experience in audience engagement, fund analysis, financial journalism, or related roles
* Degree-level education; IMC and/or PCIAM qualified is advantageous
* Strong communication and relationship-building skills, confident engaging senior industry professionals
* Deep understanding of financial markets, particularly wealth management and discretionary fund management sectors
* Proficiency in CRM systems and data analytics
* Interest in digital content creation, including video, written, or podcast formats