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.
What we are looking for
- 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
What you will do
- 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.
About Mattioli Woods
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.
What we offer
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
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