Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Conduct investment research and build financial models to drive superior returns.
- Company: NextStep, a digital career platform transforming how consultants navigate their careers.
- Benefits: Join a network of top companies and access tailored opportunities.
- Why this job: Make impactful investment decisions and grow your career in a dynamic environment.
- Qualifications: 3-5+ years in consulting with strong financial analysis skills.
- Other info: Exciting transition into investment research with excellent growth potential.
The predicted salary is between 36000 - 60000 £ per year.
NextStep is a digital, AI-first career platform dedicated to helping top-performing consultants navigate career transitions. By leveraging a data-driven approach, NextStep matches professionals with high‑fit opportunities while enabling companies to connect with exceptional talent.
The selected candidate for the Investment Analyst role will conduct investment research, build financial models, and support portfolio decision‑making across asset classes. You will translate market data and company fundamentals into actionable investment insights that drive superior returns.
You will:
- Conduct in-depth fundamental research on companies, industries, and market trends to identify investment opportunities
- Build sophisticated financial models (DCF, comparable company analysis, precedent transactions, and scenario analysis)
- Analyse financial statements, competitive positioning, and business models to assess investment risk and return potential
- Monitor portfolio holdings and track performance against benchmarks and investment theses
- Prepare investment memos, pitch presentations, and research reports for portfolio managers and investment committees
- Support due diligence processes (management meetings, site visits, expert calls, and third‑party research analysis)
- Track macroeconomic indicators, market developments, and regulatory changes that impact investment decisions
You’ll be a strong match if you have:
- 3‑5+ years in consulting (MBB, Big 4, or boutique firms) with exposure to valuation, financial modelling, or industry research
- Strong financial analysis skills, i.e., you understand financial statements, build models from scratch, and can evaluate business fundamentals
- Experience with equity research, credit analysis, or investment due diligence processes
- The ability to synthesize complex information from multiple sources and distill it into clear investment recommendations
- Knowledge of valuation methodologies (DCF, multiples‑based valuation, comparable transaction analysis)
- Experience working with quantitative and qualitative data, i.e., you balance rigorous analysis with business judgment
If you’ve built your career in consulting and are ready to transition into investment research and portfolio management, multiple companies in our network are likely looking for you.
How to apply:
- Step 1: Submit your application.
- Step 2: You’ll receive an invite to join the NextStep platform.
- Step 3: Complete your profile and get matched with the best‑fit companies and opportunities in our partner network.
Please note: By joining NextStep, we’ll match you with companies actively hiring for Investment Analyst and similar roles that align with your expertise, industry preferences, and career goals.
Investment Analyst employer: NextStep
Contact Detail:
NextStep Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst
✨Network Like a Pro
Get out there and connect with people in the investment world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with folks already working as Investment Analysts. Ask them about their day-to-day, the skills they value, and any tips they might have for breaking into the field. This can give you insider knowledge and help you stand out when applying through our website.
✨Showcase Your Skills
Create a portfolio that highlights your financial models, research reports, or any relevant projects. This is your chance to show potential employers what you can do beyond just a CV. We love seeing candidates who can demonstrate their expertise in a tangible way!
✨Stay Updated on Market Trends
Keep your finger on the pulse of the investment world. Read up on market developments, economic indicators, and regulatory changes. Being knowledgeable will not only help you in interviews but also when you apply through our platform, showing you’re genuinely interested in the field.
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight your experience in financial modelling and investment research, and don’t forget to showcase any relevant projects or achievements that align with what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about transitioning into investment research. Share specific examples of how your consulting background has prepared you for this role at StudySmarter.
Showcase Your Analytical Skills: We want to see your analytical prowess! In your application, mention any tools or methodologies you’ve used for financial analysis. If you’ve built models from scratch, let us know – we love a good success story!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, once you’re in, you’ll have access to a range of opportunities that fit your skills and career goals.
How to prepare for a job interview at NextStep
✨Know Your Numbers
As an Investment Analyst, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and valuation methodologies like DCF and comparable company analysis. Be ready to discuss how you've applied these in past roles.
✨Research the Company
Before the interview, dive deep into the company’s portfolio and recent investments. Understanding their strategy and market positioning will help you tailor your responses and show genuine interest in their operations.
✨Prepare for Technical Questions
Expect to face technical questions that test your analytical skills. Practice explaining complex financial concepts clearly and concisely. Use real-world examples from your experience to illustrate your points.
✨Showcase Your Soft Skills
While technical skills are crucial, don't forget to highlight your soft skills. Communication, teamwork, and adaptability are key in investment roles. Prepare examples that showcase how you've effectively collaborated with others or adapted to changing circumstances.
