London | Hybrid
As an Investment Analyst at Mattioli Woods, you'll support the with the research of UK equities. You'll report to the Fund Manager and work with the wider Investment Research and Asset Allocation teams.
What you'll be doing
- research equities using qualitative and quantitative analysis.
- conduct due diligence, and contribute to asset allocation and investment strategy.
- support investment selection, portfolio construction and ongoing oversight.
- write research reports and present findings to investment teams and other stakeholders.
- use investment research, portfolio management and risk systems, and sometimes lead improvements to them.
- improve investment data, management information and reporting.
- work with external parties such as brokers and system providers, and debate investment ideas with colleagues.
What we’re looking for
- a minimum of 5 years' experience in investment management or investment research.
- a strong understanding of financial markets
- experience in equity and fund manager selection, portfolio oversight or asset allocation.
- the ability to interpret complex data and form investment views.
- the ability to present investment ideas clearly to different audiences.
- advanced Excel skills and familiarity with investment systems such as Bloomberg, Refinitiv, Morningstar or FE.
- attention to detail, intellectual curiosity and a collaborative approach to debating investment ideas.
- CISI Level 4 or equivalent qualification
Experience with Power BI/Python (or other programming languages) and CFA is highly desirable.
What's in it for you:
If you'd like to deepen your impact within a multi-asset investment team, we'd love to hear from you. We offer:
💰 competitive salary (depending on experience)
⏰ 34.5-hour working week
🏥 health cash plan (Core Level 1)
🚑 Benenden Healthcare (company-funded; includes 24/7 GP access, mental health support, physiotherapy, medical diagnostics, and access to selected surgical treatments)
💼 5% Employer and 5% Employee minimum Group Pension contribution (if you choose to contribute 6%, we will match this)
💖 4x salary life assurance and group income protection
🎉 25 days' holiday plus statutory (increasing with service)
🏠 hybrid working – a blend of home and office time
🌱 training and development opportunities
🤝 a supportive, collaborative team environment
Skills Required
- Minimum 5 years of experience in investment management or investment research
- Strong understanding of financial markets
- Experience with equity and fund manager selection, portfolio oversight, or asset allocation
- Ability to interpret complex data and form investment views
- Ability to present investment ideas clearly to different audiences
- Advanced Excel skills
- Familiarity with investment systems such as Bloomberg, Refinitiv, Morningstar, or FE
- Attention to detail, intellectual curiosity, and collaborative approach
- CISI Level 4 or equivalent qualification
- Experience with Power BI, Python, or other programming languages
- CFA qualification
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
