At a Glance
- Tasks: Conduct research across investment markets and support manager selection.
- Company: Join a high-performing Multi-Asset Investment Team.
- Benefits: Competitive salary, hybrid working, and 25 days holiday.
- Other info: Collaborative environment with ongoing professional development opportunities.
- Why this job: Shape investment strategies and make an impact in finance.
- Qualifications: Graduate with strong interest in financial markets and advanced Excel skills.
The predicted salary is between 30000 - 40000 £ per year.
We’re looking for an ambitious Investment Research Analyst to join our Multi‑Asset Investment Team – contributing to research across equities, fixed income and alternatives, shaping our Preferred Investment List, and working with tools including Bloomberg, Morningstar and Refinitiv from day one.
Responsibilities
- Conduct qualitative and quantitative research across investment markets, sectors and fund managers.
- Support manager due diligence and selection across asset classes.
- Contribute to portfolio and risk oversight responsibilities.
- Produce clear, concise research reports for internal committees and stakeholders.
- Support data management and reporting using Excel, PowerBI and coding tools.
- Build and maintain relationships with external fund managers, brokers and data providers.
Qualifications
- Graduate (2:1 or above) with a strong interest in financial markets and investment management.
- Desire to work across public and private markets – equities, fixed income, alternatives and derivatives.
- Advanced Excel skills; PowerBI and Python (or similar) are real advantages.
- Excellent communicator, able to break down complex ideas for a range of audiences.
- Intellectually curious, detail‑oriented and solutions‑focused.
- Committed to working towards professional qualifications (IMC, CFA or equivalent).
- Collaborative team player who can also work independently with confidence.
Benefits
- Competitive salary (depending on experience).
- 34.5‑hour working week.
- Hybrid working – a blend of home and office time.
- 5% employer / 5% employee pension.
- 4× salary life assurance and group income protection.
- Health cash plan (Core Level 1).
- 25 days’ holiday plus statutory (increasing with service).
- Ongoing professional development and support for qualifications.
- A collaborative, high‑performing investment team environment.
Investment Research Analyst employer: Mattioli Woods Limited
Join a dynamic and collaborative investment team where your contributions as an Investment Research Analyst will directly influence our multi-asset strategies. With a strong focus on professional development, we offer ongoing support for qualifications and a competitive benefits package, including a hybrid working model and generous holiday allowance. Our commitment to fostering a high-performing work culture ensures that you will thrive in an intellectually stimulating environment while building valuable relationships across the investment landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Research Analyst
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment field on LinkedIn or at industry events. Building relationships can open doors and give you insights that might not be advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial markets and investment strategies. Be ready to discuss your research methods and how you’d approach analysing different asset classes.
✨Tip Number 3
Showcase your skills! If you’ve done any relevant projects or have experience with tools like Excel, PowerBI, or Python, make sure to highlight these in conversations. Practical examples can really set you apart.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Investment Research Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Investment Research Analyst role. Highlight your research experience, especially in equities, fixed income, and alternatives, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for financial markets and investment management. Tell us why you want to join our Multi-Asset Investment Team and how you can contribute.
Show Off Your Technical Skills:We love candidates who are tech-savvy! Make sure to mention your advanced Excel skills and any experience with PowerBI or Python. If you've used Bloomberg or Refinitiv, give us the details!
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured documents that are easy to read. Remember, you’ll be producing research reports, so show us your communication skills from the get-go!
How to prepare for a job interview at Mattioli Woods Limited
✨Know Your Investment Markets
Before the interview, brush up on your knowledge of equities, fixed income, and alternatives. Familiarise yourself with current market trends and recent news that could impact these sectors. This will show your genuine interest and help you engage in meaningful discussions.
✨Master the Tools
Since you'll be using tools like Bloomberg, Morningstar, and Refinitiv, make sure you’re comfortable with them. If you have access, practice navigating these platforms and understand their key features. Being able to discuss how you've used these tools in the past can set you apart.
✨Prepare Clear Research Examples
Think of specific examples where you've conducted qualitative or quantitative research. Be ready to explain your methodology and findings clearly. This will demonstrate your analytical skills and ability to produce concise reports, which is crucial for the role.
✨Show Your Collaborative Spirit
As a team player, be prepared to discuss how you've worked with others in previous roles. Highlight any experiences where you’ve built relationships with external stakeholders or contributed to team projects. This will showcase your collaborative nature, which is essential for success in this position.
