Equity Quantitative Investment Analyst

Location: London, UK

Reporting to: Co-Heads of Cashflow Solution Team

Role Type: Certified Role – Client Dealing (IMC exams may be required prior to certification)

About Liontrust

Liontrust is a specialist fund management company with a distinct culture and approach to investing. Founded in 1995 and listed on the London Stock Exchange in 1999, we are an independent business with no corporate parent. Our purpose is to enable investors to enjoy a better financial future. We do this by creating an environment in which our fund managers and employees can flourish, helping investors meet their financial goals, supporting companies in generating sustainable growth, and empowering the wider community.

Our Strategy

• Enhancing the client experience and investment outcomes
• Diversifying our product range and investment offering
• Broadening distribution and expanding our client base
• Strengthening technological, data and digital capabilities to advance investment management, client service and operational efficiency

At Liontrust, our values of courage, power and pride underpin everything we do, supported by our Behaviour Charter.

Purpose of the Role

The Equity Quantitative Investment Analyst plays a key role in supporting the management and performance evaluation of Cashflow funds. The role focuses on researching, analysing and monitoring investment opportunities to enable informed decision-making by the investment team and clients.

The Opportunity

This is a rare opportunity to join a highly successful, long‑standing investment team at Liontrust. For nearly two decades, the team has applied a proven investment process and distinctive business model, delivering strong long‑term performance and earning multiple industry awards. With an expanding investment remit and a strong European franchise, the team is now seeking exceptional talent to support the next phase of its evolution. You will join a highly focused, two‑person team that has worked together for many years and developed a distinctive, IP‑rich investment process. Analysts are recruited not as support staff, but as future portfolio managers — individuals who will learn the craft, deepen the process and ultimately manage capital. The successful candidate will work closely with the portfolio managers, gain deep exposure to the underlying methodology, and over time contribute directly to equity portfolio development. This is a role for someone motivated by high‑conviction, process‑driven investing, offering steep learning, broad responsibility and a clear long‑term career runway.

Key Responsibilities

• Conduct quantitative research across global equity markets
• Help refine, test and extend the investment process, including quantitative modelling, data analytics and potential AI integration
• Build and maintain financial models, screens and datasets supporting stock selection and portfolio construction
• Analyse company financials, accounting behaviour and quantitative signals
• Support day‑to‑day application of the investment process, including running screens and proprietary macro indicators
• Contribute to idea generation and investment debate within the team
• Support portfolio construction within defined risk parameters
• Monitor market, macroeconomic and company‑specific developments and assess their implications for positioning
• Track, analyse and interpret performance and attribution data to inform process enhancements

Communication & Client Engagement

• Present investment insights and process developments internally and externally
• Articulate complex investment concepts clearly and persuasively to clients
• Contribute to client reports, marketing materials, webinars and PR initiatives
• Engage with external third parties and internal stakeholders (including trading, risk and distribution teams) to support effective execution and communication

Core Competencies

• 1–3 years’ experience in an established firm, with exposure to investment analysis, quantitative finance, accounting or equity/quantitative research
• Strong intellectual curiosity around company financial behaviour and systematic investment approaches
• Comfort working with data, models and analytical tools, with enthusiasm for AI and automation as drivers of investment insight
• Solid understanding of business models and financial statements
• Strong written and verbal communication skills, particularly when explaining complex ideas

Personal Attributes

• Ambitious, energetic and eager to learn, thriving in a high‑performance, close‑knit team environment
• Process‑driven with a strong appreciation for intellectual rigour and continuous improvement
• Respectful of proprietary intellectual property
• Strong sense of ownership and desire to develop into a future portfolio manager

Why Join Liontrust?

• Join a top‑performing investment team with a strong long‑term track record and industry recognition
• Work directly with portfolio managers in a genuine apprenticeship model
• Clear long‑term progression towards a portfolio manager role
• Opportunity to help shape the next generation of the investment process, including advanced analytics and AI integration

Conduct, Regulatory & Risk Responsibilities

The role operates under the FCA Senior Managers & Certification Regime and requires adherence to Liontrust policies, FCA Conduct Rules and Consumer Duty requirements. Key responsibilities include:

• Acting with integrity, due skill, care and diligence
• Treating customers fairly and delivering good outcomes for retail clients
• Being open and cooperative with regulators
• Observing proper standards of market conduct
• Maintaining continued fitness and propriety for certified functions
• Completing all required CPD and mandatory training
• Staying up to date with regulatory developments relevant to the role

You will also be expected to:

• Act in good faith toward retail customers
• Avoid foreseeable harm
• Enable customers to pursue their financial objectives

From a risk perspective, you must:

• Be aware of risks to the firm and its clients arising from your actions
• Communicate emerging or changing risks appropriately
• Manage risks in line with firm policies, escalating to line management and the Chief Risk Officer when required

This job description is reviewed annually and maintained by the line manager. Date of creation / last review: February 2026