Graduate Investment Analyst

Broadstone have an exciting opportunity for a Graduate Investment Analyst to join the team.

Location: London, EC2V 7AN

Salary: Up to £33k per annum

Start date: September 2026

Who are we? Broadstone is a thriving consultancy offering a wide range of services in pensions, investments, and employee benefits. Established in 1989, the business has grown from a small team to a workforce of around 850, brought together by a desire to deliver a personal, expert service to all who put their faith in us. We take pride in assisting small and medium sized pension schemes who lack the time or resources to address increasingly challenging issues themselves. Our values are at the heart of everything we do and drive us forward every day. We strive to attract, develop, and retain top talent to work together to provide the best possible client outcomes. Our team feel empowered to share ideas to continuously improve our business. The impressive results of both client and staff surveys are a source of great pride. Broadstone promote an inclusive working environment and recruitment process, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please let us know if you require reasonable adjustments. We operate out of 13 regional hubs stretching from London to Glasgow.

Why work for us? We are committed to support you in your pursuit of professional qualifications through a generous study package. You would work within a friendly, supportive environment and quickly become an integral and valuable part of our team. Your training would follow a structured programme and be both fulfilling. This variety would afford your insight into the different roles available to you as your career progresses. Whatever your preference, you will be encouraged and empowered to achieve your ambitions.

Graduate Investment Analyst – The Role

Due to continued growth, we have the opportunity for a new graduate to join our thriving Investment Consultancy team. You will help the Senior Investment Consultants to provide a full range of investment consulting services to an array of clients in the pensions and charity sectors. You will assist in the production of investment reports, carry out investment strategy reviews, manage asset transitions, and become one of the points of contact for the day-to-day requirements of our Investment Consulting clients.

Graduate Investment Analyst – Key Responsibilities

• Provide full support to the Investment Consultants to ensure that excellent client relationships are maintained at all times
• Attend client/fund manager meetings and take note of action points where required
• Draft reports detailing investment strategy and fund manager selection advice to clients
• Manage the transition of assets between funds and managers as required
• Monitor fund managers that have been recommended to clients on an ongoing basis; highlighting any alerts that clients should be aware of
• Set up and run asset and liability modelling software and draft reports based on the output

Graduate Investment Analyst – You

• On track to graduate with a 2.1 or above at bachelor's degree level (numerate degree preferable)
• An A Level (or equivalent) at Grade B or above in Maths
• You will be committed to studying towards either the CFA qualification or FIA qualification and know what these entail
• The successful candidate must, by the start of the employment, have permission to work in the UK

Graduate Investment Analyst – Benefits

• Competitive salary and discretionary performance-related bonus
• Hybrid working available and flexibility allowed with start/end times
• 25 days holiday (increasing with length of service) plus bank holidays (with option of buying more)
• Generous pension scheme
• Fully supported study program, including study leave and cover of appropriate study costs
• Health cash plan
• Additional optional benefits
• Social events
• Volunteering opportunities

Application

To apply for this exciting opportunity, click 'apply' now. Your application must include a supporting statement detailing your interest in the role and relevant skills and experience. Applications without a supporting statement will be declined. Please note: We value original applications and therefore request that you do not use AI tools, except for grammar and spell checking. AI may not show your true abilities, which will be tested during an assessment centre. Broadstone reserves the right to close our vacancies early and will endeavour to respond to all applicants. However, if for any reason you have not heard back within 28 days of applying, please assume that you have been unsuccessful on this occasion.