At a Glance
- Tasks: Support and govern managed portfolios, enhance DIY ETF universe, and communicate investment ideas clearly.
- Company: Join InvestEngine, a modern investment platform with a passionate team and award-winning service.
- Benefits: Impactful work from day one, flexible hybrid working, and opportunities for growth.
- Other info: Dynamic, transparent culture that values ownership and innovation.
- Why this job: Make a real difference in investor outcomes while collaborating with talented professionals.
- Qualifications: Deep knowledge of ETFs, strong analytical skills, and excellent communication abilities.
The predicted salary is between 40500 - 49500 £ per year.
About InvestEngine
InvestEngine is everything the modern investor should need. Unbeatable value, market-leading automation, and built for easy, long-term investing. We've built a strong foundation, have over £3 billion invested, award-winning service, and a passionate team — now we're ready to scale.
About the Role
We're looking for a Senior Investment Analyst to join our Investments team. You'll strengthen and scale InvestEngine's investment proposition — keeping our managed portfolios and DIY ETF universe robust, accurate and well-governed, improving the platform's investing functionality, rigorously monitoring best execution, and communicating complex investment ideas clearly to clients, partners and the media. This role is ideal for someone who's rigorous, detail-oriented and commercially curious, and who thrives on turning complex analysis into better investor outcomes. You'll work closely with our Investments, Product, Marketing, Compliance and Operations teams, and with external ETF partners — with the autonomy to own solutions from end to end.
What You'll Do
- Support and govern our managed portfolios: maintain models, produce monthly performance attribution and rebalancing inputs, and prepare the Investment Committee governance pack.
- Own the accuracy and coverage of the DIY ETF universe, reviewing it quarterly and identifying improvements to structure, selection and data quality.
- Provide analytical input into new products and platform enhancements, working with Product and commercial teams.
- Monitor best execution: interpret spreads, liquidity and execution quality, and produce robust, documented monthly monitoring with clear process improvements.
- Act as a subject-matter expert for complex client investment queries, resolving them accurately and within SLA.
- Distil complex investment topics into clear client-facing content, webinars and accurate media commentary, in partnership with Marketing.
- Apply AI tools to accelerate research, analysis and content workflows, with measurable efficiency gains.
What We're Looking For
- Deep command of ETFs: structure, trading, liquidity, costs, index methodology and fund selection, with sound, well-evidenced universe and selection calls.
- Strong quantitative and qualitative analysis skills; fluent in Bloomberg and Excel, building and maintaining models, attribution, optimisation and risk analysis with minimal oversight.
- Solid grasp of best execution and market structure; able to produce defensible monitoring and spot improvements.
- Excellent written and verbal communication; able to distil complex investment concepts into clear, client-ready materials.
- Comfortable working cross-functionally with product, marketing, compliance, operations, CX and external ETF partners.
- Minimum level 6 qualification.
- English fluency (C1 level and above).
Nice to Have
- Experience in fintech, asset management, brokerage or wealth platforms.
- Up-to-date understanding of the UK regulatory environment, market structure and trading platforms.
- Experience producing investment content, webinars or media commentary.
- Track record of applying AI to research and analysis workflows.
How We Work
We're a lean, fast-moving team that values clarity, ownership, and transparency. You'll have the freedom to experiment, the responsibility to follow through, and the backing of a team that values clear thinking and open dialogue. We believe in solving problems at the root, not just treating the symptoms.
What We Offer
- Impact from day one: You'll take on meaningful work from the start, tackling real challenges that improve investor outcomes and drive the growth of our business.
- Room to grow: As we scale, you'll have opportunities to expand your responsibilities, influence how we work, and help shape our long-term direction.
- Transparent and open culture: We share decisions openly, keep communication channels clear, and encourage collaboration across every part of the business.
- Supportive, high-calibre team: Work alongside talented professionals who are experts in their fields — smart, driven, and generous with their knowledge.
- Hybrid and flexible: London-based with flexibility. We focus on results, not rigid hours, and trust you to manage your time effectively.
Our Hiring Process
- Introductory call with our Talent team.
- Gamified cognitive assessment to understand how you think and problem-solve.
- Skills interviews.
- Senior leadership interview to explore alignment with our culture, values, and strategic direction.
Senior Investment Analyst in London employer: InvestEngine Limited
InvestEngine is an exceptional employer that champions a culture of transparency, collaboration, and innovation. As a Senior Investment Analyst, you'll be part of a dynamic team in London, where your contributions will directly impact investor outcomes and the company's growth. With a focus on employee development, flexible working arrangements, and the opportunity to work alongside industry experts, InvestEngine offers a rewarding environment for those looking to make a meaningful difference in the investment landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Analyst in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like InvestEngine Limited, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like InvestEngine Limited.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like InvestEngine Limited.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including InvestEngine Limited, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Investment Analyst in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like InvestEngine Limited want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to InvestEngine Limited.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at InvestEngine Limited will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to InvestEngine Limited. Numbers speak louder than words!
How to prepare for a job interview at InvestEngine Limited
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like InvestEngine Limited want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withInvestEngine Limited.
