Investment Analyst

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Please note: You will be redirected to the Mattioli Woods careers page to apply. When completing your application, please ensure you submit both a covering letter and a CV. Your cover letter should address the questions outlined at the end of this advert.
Applications without a cover letter will not be considered.

We are looking for an experienced Investment Analyst to join our Investment Research Team, supporting the multi-asset function. This is a broad and intellectually stimulating role, offering exposure to asset allocation, investment research, manager selection, and portfolio oversight within a fast-paced and evolving investment environment.

Reporting to the Senior Investment Manager – Multi Asset, you will work closely with colleagues across the Investment Research and Asset Allocation teams, contributing to the research that underpins our multi-asset portfolios and Preferred Investment List.

• minimum of 5 years’ experience within investment management or investment research
• strong understanding of financial markets, with multi-asset experience
• experience of fund and manager selection, portfolio oversight, or asset allocation
• excellent analytical skills with the ability to interpret and synthesise complex data
• confident communicator, able to present investment ideas clearly and professionally
• strong attention to detail, intellectual curiosity, and a solutions-focused mindset
• advanced Excel skills; experience with Power BI, Python, or other programming languages is highly desirable
• familiarity with industry-standard investment systems (Bloomberg, Refinitiv, Morningstar, FE, etc.)
• relevant professional qualification (or working towards one), such as CFA, is preferred

• undertake qualitative and quantitative research across equities, fixed income, and alternative asset classes
• contribute to asset allocation discussions and investment strategy development
• perform fund and manager research, including full due diligence across asset classes
• support the selection and ongoing oversight of investments and portfolio construction
• prepare clear, concise research reports and present findings to investment teams and wider stakeholders
• use and, in some cases, lead on investment research, portfolio management, and risk systems (e.g. Bloomberg, Refinitiv, Morningstar, FE)
• support the enhancement of investment data, management information, and reporting across the investment function
• engage with external fund managers, brokers, and system providers as required
• contribute to continuous improvement initiatives across research, systems, and processes

You will be expected to work collaboratively, challenge and debate investment ideas constructively, and communicate complex concepts clearly to a range of audiences.

Mattioli Woods is a leading provider of wealth management and employee benefits services, delivering tailored, relationship-led solutions to clients. Our investment teams combine deep technical expertise with a collaborative, professional culture, where people are encouraged to share ideas, challenge thinking, and continuously improve outcomes for clients.

💰 competitive salary (depending on experience)

⏰ 34.5-hour working week

🏠 hybrid working – a blend of home and office time

💖 4x salary life assurance and group income protection

🎉 25 days’ holiday plus statutory (increasing with service)

🌱 ongoing professional development and support with qualifications

🤝 a collaborative, high-performing investment team environment

We recognise that not everyone will meet every criteria listed above, and we encourage applications from candidates who bring relevant experience and a genuine passion for investment research, even if your background doesn't tick every box. We are committed to building a diverse and inclusive team and welcome applicants from all backgrounds. We are open to discussing flexible working arrangements to suit individual circumstances

If you are an experienced investment professional looking to deepen your impact within a multi-asset investment team, we would love to hear from you.

We ask for you to complete and submit a covering letter that includes responses to the three questions below. Please keep responses concise — a maximum of 10 bullet points per question.

• Outline the key data points you would consider when building a quantitative fund research process, from initial screening through to preferred fund selection.
• Describe a recent investment recommendation you have made or contributed to, including the qualitative and quantitative reasoning that underpinned your thesis.
• Do you believe alternatives have a role in multi-asset funds? If so, what strategies would you consider and why?