At a Glance
- Tasks: Conduct research across investment markets and support portfolio management.
- Company: Join a dynamic Multi-Asset Investment Team in a leading firm.
- Benefits: Competitive salary, hybrid working, 25 days holiday, and professional development.
- Other info: Collaborative environment with opportunities for growth and professional qualifications.
- Why this job: Kickstart your career in investment management and make an impact from day one.
- Qualifications: Graduate with a strong interest in finance and advanced Excel skills.
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 in London employer: Mattioli Woods
Join our dynamic Multi-Asset Investment Team as an Investment Research Analyst, where you'll thrive in a collaborative and high-performing environment. We offer a competitive salary, a 34.5-hour working week, and hybrid working options, alongside generous benefits such as a robust pension scheme, health cash plan, and ongoing professional development support. With a strong focus on employee growth and a commitment to fostering intellectual curiosity, this is an excellent opportunity for those looking to make a meaningful impact in the investment management field.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Research Analyst in London
✨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 just personal projects. 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 by the right people. 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 in London
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 how you think about investment management – we want to see your unique perspective!
Show Off Your Skills:Don’t forget to highlight your advanced Excel skills and any experience with PowerBI or Python. We’re looking for someone who can dive into data, so give us examples of how you've used these tools in the past or how you plan to use them in this role.
Be Authentic:While we appreciate well-structured responses, we also value authenticity. Avoid over-relying on AI; we want to hear your genuine thoughts and insights. Let your voice come through in your writing – it’s all about making a connection with us!
Apply Through Our Website:Ready to take the plunge? Make sure you apply through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to see what you bring to the table!
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 news will show your passion and understanding.
✨Tailor Your Covering Letter
When answering the covering letter questions, be specific and personal. Use examples from your studies or experiences that demonstrate your analytical skills and how you approach investment management. This is your chance to showcase your thought process and how you can contribute to the team.
✨Excel and Beyond
Since advanced Excel skills are a must, practice using functions and data analysis techniques. If you have experience with PowerBI or Python, be ready to discuss how you've used these tools in the past. Showing your technical skills can set you apart from other candidates.
✨Communicate Clearly
As an Investment Research Analyst, you'll need to break down complex ideas for various audiences. Practice explaining investment concepts in simple terms. During the interview, focus on being concise and clear in your responses, which will demonstrate your communication skills.
