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
You don't need years of experience - but you do need the right foundation and the drive to grow.
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
Please answer all three questions in your covering letter (maximum 200 words per answer). All views are welcome - we are interested in how you think. Please take care to limit the use of AI; all responses will be screened and filtered on that basis.
1. Active vs passive investment management - what do you think will be more successful over the next decade from an investment outcome perspective, and why?
2. 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.
3. What do you think is the most interesting dynamic in investing at the moment?
Skills Required
- Graduate with a 2:1 or above
- Strong interest in financial markets and investment management
- Desire to work across public and private markets
- Advanced Excel skills
- Knowledge of PowerBI and Python
- Excellent communication skills
- Intellectually curious and detail-oriented
- Commitment to professional qualifications (IMC, CFA)
- Collaborative team player
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.
