At a Glance
- Tasks: Join our team to provide investment advice and work on exciting client projects.
- Company: Barnett-Waddingham, a top-rated UK consultancy known for its supportive culture.
- Benefits: Enjoy competitive salary, generous pension, and extensive professional development opportunities.
- Why this job: Make a real impact in investment consulting while growing your skills in a friendly environment.
- Qualifications: Minimum 2:1 degree, strong maths background, and excellent communication skills required.
- Other info: Flexible work-life balance with dedicated training support and career growth potential.
The predicted salary is between 28800 - 48000 £ per year.
Barnett-Waddingham (part of Howden) is 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 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 and build 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.
We are looking for talented, motivated, and enthusiastic individuals to join our Investment Analyst trainee programme.
Our Supportive Structure
We have a structure that helps you manage your work/life balance, including our study support package and a dedicated training team available for guidance throughout your graduate journey and beyond.
What type of work will you get involved in?
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:
- Providing investment advice and services to a range of organisations including pension schemes, corporates, local authorities, endowment funds, charities, and high net worth families.
- Working with Investment Consultants to assess the objectives and requirements of different clients, whilst gaining exposure to a wide variety of projects.
- Producing and presenting bespoke investment advice and regular reports, as well as carrying out investment research, technical analysis, and working with investment models.
- Drafting strategy advice, working alongside senior consultants to draft and monitor a variety of reports, papers, and presentations.
- Getting to grips with the technical elements of the role and the various programmes we use within the team.
- Having regular check-ins with your manager to ensure you are being exposed to a rich variety of work and experiences.
Professional Examinations
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:
Our current graduate vacancies require 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). We require 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 look forward to seeing your potential and wish you the best of luck throughout the application process!
Accessibility
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 will be happy to make adjustments to our processes to enable you a fair opportunity to showcase your skills.
Investment Analyst - 2026 Graduate Intake (London) employer: Barnett Waddingham
Contact Detail:
Barnett Waddingham Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst - 2026 Graduate Intake (London)
✨Tip Number 1
Network like a pro! Reach out to current employees at Barnett-Waddingham on LinkedIn. Ask them about their experiences and any tips they might have for the application process. This can give you insider knowledge and make your application stand out.
✨Tip Number 2
Prepare for that video interview! Practice common questions and record yourself to see how you come across. Remember, it’s all about showing your personality and enthusiasm for the role, so let your passion shine through!
✨Tip Number 3
Showcase your skills in the assessment day! Be ready to demonstrate your analytical abilities and problem-solving skills. Bring examples of your work or projects that relate to investment analysis to impress the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest updates and resources to help you along the way.
We think you need these skills to ace Investment Analyst - 2026 Graduate Intake (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight relevant skills and experiences that align with what we’re looking for, like analytical abilities and communication skills. A personalised CV shows us you’re genuinely interested!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you want to join Barnett-Waddingham and how you can contribute to our team. Be authentic and let your personality come through – we love seeing the real you!
Prepare for the Video Interview: The one-way video interview can be a bit daunting, but don’t worry! Practice answering common questions and make sure you’re in a quiet space with good lighting. Remember, we want to see your enthusiasm and how you think on your feet!
Follow Up: After submitting your application, don’t hesitate to follow up if you haven’t heard back in a while. It shows initiative and keeps you on our radar. Plus, we appreciate candidates who are proactive about their applications!
How to prepare for a job interview at Barnett Waddingham
✨Know Your Stuff
Before the interview, make sure you understand the basics of investment consulting and the specific services Barnett-Waddingham offers. Brush up on key concepts like ESG, investment strategies, and client management. This will show your genuine interest and help you engage in meaningful conversations.
✨Showcase Your Skills
Prepare to discuss your academic background and any relevant experience that highlights your analytical and communication skills. Be ready to share examples of how you've tackled complex problems or worked in teams, as these are crucial for an Investment Analyst role.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions about the company culture, team dynamics, and the types of projects you might work on. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Be Yourself
Barnett-Waddingham values diversity and inclusion, so don’t be afraid to bring your whole self to the interview. Share your unique perspectives and experiences, and remember that they’re looking for candidates who will thrive in their supportive environment.