Investment Analyst

About us

YOU Asset Management is a multi-asset investment manager. We have run our flagship Multi-Asset Blend fund range since 2019, and a model portfolio service since 2004. We build portfolios across Equities, Fixed Income, Absolute Return and Real Assets for a range of client risk profiles. Our approach combines disciplined human judgement with a proprietary quantitative framework built from first principles, spanning analysis, asset allocation, risk management, performance attribution and trade execution. We are a small, collaborative team in which Analysts are given real responsibility early and are expected to contribute their own views.

The role

First and foremost we are looking for an original thinker, and someone who is not afraid to challenge the views of others and have their views challenged in turn. Over time, the successful candidate will play a core role in researching one or multiple asset classes and contribute directly to the team’s investment decisions. In the first year, the focus will be on building a thorough understanding of how we run money by supporting the team’s core processes.

Your initial focus

• Drafting of external manager meeting research notes
• Market-data analysis and interpretation
• Automation and improvement of manual processes
• Production of the weekly market update
• Contribution to the monthly Investment Committee materials
• Contribution to monthly and quarterly client reporting
• Ad-hoc research projects and client tasks

As you develop

As you gain experience, your focus will shift from supporting processes to original research and analysis:

• Manager research. Forming a view on whether a third‑party manager’s track record reflects genuine skill, and whether it is likely to persist
• Asset allocation and portfolio construction. Bringing evidence and a clear thesis to the team’s decisions, informed by original research supported by data analysis
• Covering an asset class. Eventually taking research responsibility for part of the portfolio
• Investment Committee. Proposing and debating ideas, and contributing to the cross‑examination of others
• Quantitative framework. Helping to build and refine the team’s analytical, risk and attribution tools

Who we are looking for

We value how a candidate thinks above any particular background. The following qualities matter most:

• Independent, evidence‑led thinking. Comfortable holding a well‑reasoned view that differs from the consensus, and able to explain why
• Curiosity and range. A deep, durable interest in markets, economics and historical context, evidenced through a habit of reading widely and listening to podcasts (across financial literature, academic research and current affairs), then connecting those ideas and applying them to a portfolio context
• Intellectual honesty. Willing to change your mind when the evidence changes, and able to say what changed it
• Sound judgement under uncertainty. Able to weigh probabilities, distinguish skill from luck, and recognise the limits of the data
• Rigour and attention to detail. Meticulous in checking your own work and constructive in reviewing others; healthily sceptical of data
• A problem‑solving instinct. Inclined to propose solutions rather than simply highlight problems
• Clear reasoning and communication. Able to explain an investment thesis to all levels of our organisation, from our Investment Committee to underlying clients

Credentials and skills

• Academic background. A strong degree in a discipline such as economics, finance, history, mathematics, the sciences or similar. An investment background is welcome but not required
• Technical fluency. Fluency with AI, quantitative tools and statistical concepts is expected to be gained very rapidly. These include but are not limited to Claude, Python, VBA and Excel
• Qualifications. The Investment Management Certificate (IMC), or a commitment to attain it promptly
• Eligibility. The right to work in the UK
• Location. This is a London‑based role, at our offices in Cheapside