Investment Analyst

Mattioli Woods plc

. Research UK equities using qualitative and quantitative analysis .

Posted 9/24/2026full-timeLondon • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment management and research, with a strong focus on equity analysis, portfolio construction, and asset allocation. Proficient in utilizing investment systems and advanced data analysis tools to support decision-making and reporting.

Highest-signal resume keywords

Investment Management ExperienceEquity AnalysisAdvanced Excel SkillsCISI Level 4 CertificationFamiliarity with Bloomberg

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ResearchQuantitative AnalysisQualitative AnalysisPortfolio OversightAsset AllocationData InterpretationInvestment ReportingPower BIPythonCFA

Soft Skills

Attention to DetailIntellectual CuriosityCollaborative ApproachClear Presentation Skills

Tools & Technologies

BloombergRefinitivMorningstarFE

Certifications & Qualifications

CISI Level 4CFA

Industry Keywords

Financial MarketsInvestment StrategyDue DiligenceInvestment SelectionPortfolio Management

Tech Stack

Tools & technologies

Python

About the role

Key responsibilities & impact

Research UK 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
Debate investment ideas with colleagues
Report to the Fund Manager and work with the wider Investment Research and Asset Allocation teams

Requirements

What you’ll need

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
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 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

Benefits

Comp & perks

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