At a Glance
- Tasks: Conduct research across investment markets and support portfolio management.
- Company: Join a dynamic Multi-Asset Investment Team in a collaborative environment.
- Benefits: Competitive salary, hybrid working, generous holiday, and professional development support.
- Other info: Opportunity to work with top tools like Bloomberg and build valuable industry relationships.
- Why this job: Kickstart your career in investment management and make an impact from day one.
- Qualifications: Graduate with strong interest in finance, advanced Excel skills, and a drive to learn.
The predicted salary is between 30000 - 40000 £ per year.
Closing date: 1 June 2026. Please note: You will need to include a covering letter answering the three questions below (max 200 words per answer). Please take care to limit the use of AI - all responses will be screened and filtered on that basis.
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.
What we are looking for:
- 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 a real advantage.
- 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).
- A collaborative team player who can also work independently with confidence.
What you will do:
- Conducting qualitative and quantitative research across investment markets, sectors, and fund managers.
- Supporting manager due diligence and selection across asset classes.
- Contributing to portfolio and risk oversight responsibilities.
- Producing clear, concise research reports for internal committees and stakeholders.
- Supporting data management and reporting using Excel, PowerBI, and coding tools.
- Building and maintaining relationships with external fund managers, brokers, and data providers.
What we offer:
- Competitive salary (depending on experience).
- 34.5-hour working week.
- Hybrid working – a blend of home and office time.
- 5% employer / 5% employee pension.
- 4x 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 with qualifications.
- A collaborative, high-performing investment team environment.
Ready to take your first step into investment management? Apply now and tell us why you’re the right fit.
Covering Letter Questions:
- Active vs passive investment management - what do you think will be more successful over the next decade from an investment outcome perspective, and why?
- Talk us through how you would approach utilising AI, coding, or Excel to improve the integration and use of information and MI in investment management.
- What do you think is the most interesting dynamic in investing at the moment?
Investment Research Analyst employer: Mattioli Woods
Join a forward-thinking investment firm that prioritises employee growth and collaboration within a high-performing Multi-Asset Investment Team. With a competitive salary, a 34.5-hour working week, and a hybrid working model, we offer a supportive environment for aspiring Investment Research Analysts to thrive. Our commitment to ongoing professional development, coupled with a comprehensive benefits package, ensures that you will not only contribute to impactful investment decisions but also advance your career in a meaningful way.
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 through LinkedIn or industry events. We can’t stress enough how valuable personal connections can be in landing that dream role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to investment research. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio of your research projects or analyses, even if they’re from university. This gives you something tangible to discuss during interviews and demonstrates your passion for investment management.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Investment Research Analyst
Some tips for your application 🫡
Craft a Compelling Covering Letter:Your covering letter is your chance to shine! Make sure you answer all three questions clearly and concisely, sticking to the 200-word limit. Show us your personality and thought process – we want to see how you think!
Show Your Passion for Investment:Let your enthusiasm for financial markets and investment management come through in your application. We’re looking for someone who’s not just qualified but genuinely excited about the role and eager to learn and grow with us.
Be Specific About Your Skills:When mentioning your skills, especially in Excel, PowerBI, or coding, be specific about what you can do. Highlight any relevant projects or experiences that demonstrate your capabilities – we love seeing practical examples!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it shows you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at Mattioli Woods
✨Know Your Stuff
Make sure you brush up on your knowledge of financial markets, especially equities, fixed income, and alternatives. Familiarise yourself with tools like Bloomberg and Morningstar, as they might come up in conversation. Being able to discuss recent market trends or investment strategies will show your passion and understanding.
✨Excel-lent Preparation
Since advanced Excel skills are a must, practice using functions and data analysis techniques that could be relevant to the role. Consider preparing a small project or analysis that showcases your skills, which you can discuss during the interview. This will demonstrate your practical abilities and problem-solving mindset.
✨Craft Your Covering Letter
Your covering letter is your chance to shine! Answer the three questions thoughtfully, showcasing your analytical thinking and unique perspective. Keep it concise and avoid AI-generated content, as they’ll be screening for authenticity. Use this opportunity to highlight your intellectual curiosity and how you approach investment management.
✨Show Your Team Spirit
As a collaborative team player, be ready to share examples of how you've worked effectively in teams before. Highlight your ability to communicate complex ideas clearly, as this is crucial for the role. Prepare to discuss how you balance teamwork with independent work, showing that you can thrive in both environments.
