Investment Analyst - 2026 Graduate in Liverpool

Barnett-Waddingham (part of Howden) are proud to be a leading independent UK professional services consultancy at the forefront of risk, pensions, investment, and insurance with a team of around 1800 colleagues in nine offices around the UK. We were recognised as being one of the ‘best places to work in the UK’ in 2023 and 2024. We develop teams who give and welcome different opinions, views and cultural perspectives, building on our culture of doing the right thing. We want everyone at BW to feel they can bring their whole self to work, confident they are included and respected, and work together to build an inclusive and diverse working environment.

To achieve this - and further support our continued growth - we are looking for talented, motivated and enthusiastic individuals who would value the opportunity to join our Investment Analyst trainee programme. The supportive structure we have in place will help you manage your work/life balance, which is why our study support package and dedicated training team are always on hand for guidance throughout your graduate journey and beyond.

Our graduates get early opportunities to work directly with clients and plenty of training to develop technical, communication and problem-solving skills. Some of the tasks you can get involved in as an Investment Analyst working within our Investment Consulting teams include:

• The Investment Consulting team provides investment advice and services to a range of organisations including pension schemes, corporates, local authorities, endowment funds, charities and high net worth families.
• You will work with Investment Consultants to assess the objectives and requirements of different clients, whilst gaining exposure to a wide variety of projects.
• This will include producing and presenting bespoke investment advice and regular reports, as well as carrying out investment research, technical analysis and working with investment models.
• You will get involved with drafting strategy advice, working alongside senior consultants to draft and monitor a variety of reports, papers and presentations.
• You will have regular check-ins with your manager to ensure you are being exposed to a rich variety of work and experiences.

Within the Investment Consulting team, there are a couple of professional exam routes that can be taken to allow you to become a qualified consultant:

• To become a qualified Actuary involves completion of the Institute and Faculty of Actuaries examinations.
• To become a qualified Investment Consultant involves the completion of the CFA Institute examinations.

Upon joining the team, lots more information can be offered around both possible routes to allow you to make the choice that best suits. All examinations and relevant study materials/resources will be financed by the company. You will also be entitled to study leave in order to complete any necessary exam-based study/work.

We would love to hear from you if you have:

• A minimum 2:1 degree, A at A-Level or Higher Maths and Level 6 at GCSE English Language or B at Scottish National 5 (or other equivalent qualifications).
• Dedicated individuals with a strong academic background who are dynamic, proactive and have excellent communication skills.

What’s in it for you:

• Competitive discretionary annual bonus and salary review.
• Generous pension scheme (we contribute 8%).
• Funded training and professional development.
• Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading.
• A comprehensive range of voluntary benefits to suit you including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts.

The application process:

Thank you for your interest in our 2026 graduate position! After you submit your CV and complete the job-specific eligibility criteria questions, the early careers team will review your application. Successful candidates will receive an email with a link to the Criteria Corp testing platform. On this platform, you will be required to complete three sections designed to assess various skills and aptitudes, including a one-way video interview section.

We are a Disability Confident Employer. If you have a disability, learning difficulty, medical condition, or individual need, which you believe may affect your performance during our selection process, we’ll be happy to make adjustments to our processes to enable you a fair opportunity to showcase your skills.