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- Tasks: Conduct research and analysis across various asset classes to support investment strategies.
- Company: Join Mattioli Woods, a leader in wealth management and employee benefits.
- Benefits: Enjoy a competitive salary, hybrid working, and 25 days holiday plus more.
- Why this job: Make a real impact in a collaborative team while developing your investment expertise.
- Qualifications: 5+ years in investment management, strong analytical skills, and advanced Excel proficiency.
- Other info: Diverse and inclusive culture with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an experienced Investment Analyst to join our Investment Research Team, supporting the multi-asset function. This is a broad and intellectually stimulating role, offering exposure to asset allocation, investment research, manager selection, and portfolio oversight within a fast-paced and evolving investment environment.
Reporting to the Senior Investment Manager – Multi Asset, you will work closely with colleagues across the Investment Research and Asset Allocation teams, contributing to the research that underpins our multi-asset portfolios and Preferred Investment List.
What we are looking for:
- Minimum of 5 years’ experience within investment management or investment research
- Strong understanding of financial markets, with multi-asset experience
- Experience of fund and manager selection, portfolio oversight, or asset allocation
- Excellent analytical skills with the ability to interpret and synthesise complex data
- Confident communicator, able to present investment ideas clearly and professionally
- Strong attention to detail, intellectual curiosity, and a solutions-focused mindset
- Advanced Excel skills; experience with Power BI, Python, or other programming languages is highly desirable
- Familiarity with industry-standard investment systems (Bloomberg, Refinitiv, Morningstar, FE, etc.)
- Relevant professional qualification (or working towards one), such as CFA, is preferred
What you will do:
- Undertake qualitative and quantitative research across equities, fixed income, and alternative asset classes
- Contribute to asset allocation discussions and investment strategy development
- Perform fund and manager research, including full due diligence across asset classes
- Support the selection and ongoing oversight of investments and portfolio construction
- Prepare clear, concise research reports and present findings to investment teams and wider stakeholders
- Use and, in some cases, lead on investment research, portfolio management, and risk systems (e.g. Bloomberg, Refinitiv, Morningstar, FE)
- Support the enhancement of investment data, management information, and reporting across the investment function
- Engage with external fund managers, brokers, and system providers as required
- Contribute to continuous improvement initiatives across research, systems, and processes
You will be expected to work collaboratively, challenge and debate investment ideas constructively, and communicate complex concepts clearly to a range of audiences.
About Mattioli Woods:
Mattioli Woods is a leading provider of wealth management and employee benefits services, delivering tailored, relationship-led solutions to clients. Our investment teams combine deep technical expertise with a collaborative, professional culture, where people are encouraged to share ideas, challenge thinking, and continuously improve outcomes for clients.
What we offer:
- Competitive salary (depending on experience)
- 34.5-hour working week
- Hybrid working – a blend of home and office time
- 4x salary life assurance and group income protection
- 25 days’ holiday plus statutory (increasing with service)
- Ongoing professional development and support with qualifications
- A collaborative, high-performing investment team environment
We recognise that not everyone will meet every criteria listed above, and we encourage applications from candidates who bring relevant experience and a genuine passion for investment research, even if your background doesn’t tick every box. We are committed to building a diverse and inclusive team and welcome applicants from all backgrounds. We are open to discussing flexible working arrangements to suit individual circumstances.
Ready to take the next step?
If you are an experienced investment professional looking to deepen your impact within a multi-asset investment team, we would love to hear from you.
Next steps:
We ask for you to complete and submit a covering letter that includes responses to the three questions below. Please keep responses concise — a maximum of 10 bullet points per question.
- Outline the key data points you would consider when building a quantitative fund research process, from initial screening through to preferred fund selection.
- Describe a recent investment recommendation you have made or contributed to, including the qualitative and quantitative reasoning that underpinned your thesis.
- Do you believe alternatives have a role in multi-asset funds? If so, what strategies would you consider and why?
Investment Analyst employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst
✨Tip Number 1
Networking is key! Reach out to your connections in the investment world, attend industry events, and engage with professionals on platforms like LinkedIn. We can’t stress enough how a personal introduction can make all the difference in landing that interview.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills and current market trends. We recommend practising common investment analysis questions and being ready to discuss your past experiences in detail. Show them you’re not just knowledgeable but also passionate about the role!
✨Tip Number 3
Don’t underestimate the power of a strong online presence. Share your insights on investment topics through articles or posts. This not only showcases your expertise but also helps you connect with like-minded professionals. We love seeing candidates who are active in their field!
✨Tip Number 4
Finally, apply directly through our website! It’s the best way to ensure your application gets seen. Make sure your CV and cover letter are tailored to the role, highlighting your relevant experience and skills. We’re excited to see what you bring to the table!
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Make sure it addresses the specific questions outlined in the job advert. Keep it concise and engaging, showing us why you're the perfect fit for the Investment Analyst role.
Tailor Your CV: Don’t just send a generic CV! Tailor it to highlight your relevant experience in investment management and research. We want to see your analytical skills and any multi-asset experience you have, so make sure that stands out.
Showcase Your Skills: Highlight your advanced Excel skills and any programming languages you know, like Python. If you've worked with industry-standard systems like Bloomberg or Refinitiv, let us know! We love seeing those skills in action.
Apply Through Our Website: Remember, we want you to apply through our careers page! It’s the best way to ensure your application gets to us directly. Don’t forget to double-check everything before hitting submit!
How to prepare for a job interview at Mattioli Woods
✨Master Your Cover Letter
Make sure your cover letter is spot on! Address the specific questions they've asked and keep it concise. Highlight your relevant experience in investment management and showcase your analytical skills to grab their attention.
✨Know Your Numbers
Brush up on your quantitative and qualitative research skills. Be prepared to discuss key data points you would consider when building a fund research process. They want to see that you can interpret complex data, so practice explaining your thought process clearly.
✨Showcase Your Communication Skills
As a confident communicator, you’ll need to present investment ideas clearly. Prepare to discuss a recent investment recommendation you've made, focusing on both qualitative and quantitative reasoning. This will demonstrate your ability to articulate complex concepts effectively.
✨Familiarise Yourself with Tools
Get comfortable with industry-standard investment systems like Bloomberg and Power BI. If you have experience with programming languages like Python, be ready to discuss how you've used them in your previous roles. This will show you're technically savvy and ready to hit the ground running.