At a Glance
- Tasks: Join our Investments team to enhance investment strategies and improve client outcomes.
- Company: InvestEngine, a modern investment platform with a strong foundation and passionate team.
- Benefits: Meaningful work from day one, competitive pay, and opportunities for growth.
- Other info: Dynamic environment that values clarity, ownership, and innovation.
- Why this job: Make a real impact in the investment world while collaborating with diverse teams.
- Qualifications: Deep knowledge of ETFs and strong analytical skills required.
The predicted salary is between 50000 - 70000 £ per year.
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.
Responsibilities
- 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.
Qualifications Required Skills
- 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.
Preferred Skills
- 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.
Pay range and compensation package
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.
Equal Opportunity Statement
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.
Senior Investment Analyst employer: InvestEngine
InvestEngine is an exceptional employer, offering a dynamic and collaborative work culture that empowers employees to make a direct impact on product and engineering growth. With a remote-first approach, unlimited vacation policy, and a strong focus on mentorship and professional development, we provide our team members with the autonomy and resources they need to thrive in a fast-paced fintech environment. Join us in shaping the future of ETF investing while enjoying a modern tech environment and the opportunity to grow alongside a rapidly scaling organisation in the heart of London.
