Senior Investment Analyst in Bath

Excited to grow your career? Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!

About the role

Hargreaves Lansdown (HL) is looking for someone with exceptional analytical skills, as well as excellent technical knowledge of collective investments, to join the Fund Research team as a Senior Investment Analyst. More than 30 years' experience and wisdom has gone into developing our research process. A strong interest in, and experience working with, funds, personal finance and investments is essential.

HL's analysts spend thousands of hours every year crunching the numbers, meeting fund managers and assessing risk to help identify the best investments for our clients. In-depth quantitative and qualitative analysis narrows the field to highlight the right funds for investors to build well-diversified portfolios.

Each analyst in the Fund Research team specialises in specific IA fund sectors. The analysts' objective is to monitor funds under their coverage and identify the ones with the greatest performance potential to outperform their benchmark and peers. Their highest conviction selections are then shared with HL's 2 million clients through our investment solutions, including the Wealth Shortlist.

This is a rare and unique opportunity to join one of the most highly-regarded investment research teams in the country. You will help to produce 'the best information' for HL clients, which in turn enables them to make effective and profitable investment decisions.

What you'll be doing

• Responsibilities will include analysing collective investments; and helping to select funds within your designated sectors for the Wealth Shortlist and other HL investment solutions.
• You will also be responsible for communicating this analysis to clients via the HL website and Investment Times magazine.
• Your role responsibilities will include:

• Researching and analysing funds and investment trusts within your designated sectors, and the associated equity and/or fixed income markets.
• Carrying out both quantitative and qualitative analysis, including attending fund manager meetings, formulating conclusions and having significant input / leading team discussions.
• Taking responsibility for one or more investment sectors, in addition to broader oversight of all sectors. The flagship output for your research will be proposing funds for Wealth Shortlist inclusion / removal.
• Form part of the Senior Research Team, to provide oversight and governance of the Wealth Shortlist.
• Producing content to be used through various distribution channels, including research updates, Investment Times articles, sector reviews, and homepage articles.
• Providing support to the Head of Fund Research, and leading the Research Team in their absence.
• Providing support and leadership to junior members of the Research Team, and sharing your knowledge and experience.
• Helping to recruit and train new members of the team, review the analysis of other team members and ensure high-quality research is produced.
• Contributing to other areas of the business, representing research / investment team.

About you

• Significant experience in an Investment Analyst or similar role.
• Excellent technical knowledge of funds and markets.
• Investment Management Certificate (IMC).
• Appropriate industry qualification up to RQF Level 4 (e.g. IMC plus R04, CII Diploma in Regulated Financial Planning).
• Excellent writing skills and attention to detail.
• Ability to multi-task, prioritise workload and efficiently manage time.
• Ability to stay calm and professional under pressure.
• Experience of leading or supervising a team / providing support to others.

Interview process

The interview process will include two stages with a written task.

Working schedule

This is a full time permanent role, working 37.5 hours per week. Our office is based in central Bristol, BS1 5HL. Hybrid working is available, with at least two days required in the office per week, and the team work in the office together on Tuesdays and Wednesdays.

Why us?

Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments. To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus* and annual pay review.
• 25 days* holiday plus bank holidays and 1-day additional Christmas closure.
• Option to purchase an additional 5 days holiday**.
• Flexible working options available, including hybrid working.
• Enhanced parental leave.
• Pension scheme up to 11% employer contribution.
• Income Protection and Life insurance (4 x salary core level of cover).
• Private medical insurance*.
• Health care cash plans - including optical, dental, and outpatient care.
• Health screening programme.
• Help@hand - confidential support including mental health counselling and remote GP.
• Wellhub - unlimited access to fitness providers and wellness coach sessions.
• Variety of travel to work schemes with bike storage and shower facilities.
• Inhouse barista and deli serving subsidised coffee and sandwiches.
• Two paid volunteering days per year.

*dependant on role level ** only available to select during our annual benefits window, in November each year.

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.