Investment Analyst

4 months ago


Bristol, United Kingdom Hargreaves Lansdown Full time

Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you

About the role

As an Investment Analyst at Hargreaves Lansdown (HL), you will be responsible for the analysis and research of investments with a focus on funds, selecting those with the best long-term potential on the Wealth Shortlist for HL clients.

Working with an experienced team and reporting to the Lead Investment Analyst, you’ll act as a specialist in the analysis of allocated funds and investment sectors, sharing knowledge and guiding team discussions. You will also be producing relevant, insightful, in-depth sector reviews, investment articles and fund updates to be shared on the HL website and in the Investment Times to help clients save and invest with confidence and attract new clients.

What you’ll be doing

Taking responsibility for the in-depth analysis of funds in allocated investment association sectors, with the flagship output for this research being proposals for Wealth Shortlist addition or removal Steering Q&A meetings with external Fund Managers, forming the cornerstone of our qualitative research to express an informed view of the fund's prospects Writing investment content including in-depth quarterly sector reviews, specialist articles for the HL website and the Investment Times, and fund updates for the benefit of HL clients Maintaining up-to-date knowledge of sectors by analysing quantitative and qualitative data, producing a monthly dashboard to discuss with the research team Using your knowledge and access to support HL’s Financial Advisors and Helpdesk colleagues to respond to investment-specific client queries
 

About you

Experience in the critical analysis of quantitative data to evaluate investment potential Excellent knowledge of markets, investment trends and current affairs Ability to be proactive and multi-task to prioritise workload and manage time efficiently Proven understanding of a broad range of asset classes and investment styles Ability to stay calm and professional under pressure Skilled in building professional relationships with internal and external contacts Engaging writing skills and astute attention to detail, with an understanding of tone of voice guidelines Investment Management Certificate (IMC) and/ or an appropriate industry qualification up to RQF Level 4 (e.g. IMC plus R04, CII Diploma in Regulated Financial Planning) will be beneficial to your success as an Investment Analyst

Interview process

Will entail a 2-stage interview process, including competency based questions and a writing task

Working Schedule

This is a full time, permanent role working 37.5 hours per week. Hybrid working is available - based in our head office in Bristol, BS1 5HL, with a minimum of two days in the office per week

Why us?

Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

Discretionary annual bonus*and annual pay review 25 days* holiday plus bank holidays and 1-day additional Christmas closure Option to purchase an additional 5 days holiday** Flexible working options available, including hybrid working Enhanced parental leave Pension scheme up to 11% employer contribution Sharesave scheme - have a real stake in HL’s future Income Protection and Life insurance (4 x salary core level of cover)  Private medical insurance* Health care cash plans - including optical, dental, and outpatient care
  • Investment Analyst

    4 weeks ago


    Bristol, Bristol, United Kingdom Hargreaves Lansdown Full time

    About the RoleAs an Investment Analyst at Hargreaves Lansdown, you will be responsible for the analysis and research of investments with a focus on funds, selecting those with the best long-term potential on the Wealth Shortlist for HL clients.Working with an experienced team and reporting to the Lead Investment Analyst, you'll act as a specialist in the...

  • Investment Analyst

    4 weeks ago


    Bristol, Bristol, United Kingdom Hargreaves Lansdown Full time

    About the RoleAs an Investment Analyst at Hargreaves Lansdown, you will be responsible for the analysis and research of investments with a focus on funds, selecting those with the best long-term potential for our clients.Working with an experienced team and reporting to the Lead Investment Analyst, you'll act as a specialist in the analysis of allocated...

  • Investment Expert

    4 days ago


    Bristol, Bristol, United Kingdom Talent Bridge Connect Full time

    About Talent Bridge ConnectTalent Bridge Connect is a forward-thinking organization committed to bridging talent gaps and connecting skilled professionals with leading companies. We thrive on innovation, collaboration, and excellence.We are seeking a highly analytical and detail-oriented Investment Analyst to join our team remotely in the UK. The ideal...


  • Bristol, Bristol, United Kingdom TargetJobs UK Full time

    **About TargetJobs UK**At TargetJobs UK, we're committed to helping individuals achieve their career goals. As a Graduate - Investment, you'll play a vital role in shaping the future of our company.**Job Summary**We're seeking a highly motivated and ambitious graduate to join our investment team. The successful candidate will have a strong academic...


  • Whitehall, Bristol, United Kingdom BNY Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Business Analyst

    1 month ago


    Bristol, Bristol, United Kingdom Computershare Full time

    Business Analyst OpportunityWe are seeking a skilled Business Analyst to join our Communication Services team at Computershare. As a Business Analyst, you will play a key role in providing integrated customer communication solutions worldwide.Key Responsibilities:Analyse complex issues and identify root causesWork collaboratively with cross-functional teams...

  • Financial Analyst

    1 month ago


    Bristol, Bristol, United Kingdom Newell Brands Full time

    Financial AnalystAt Newell Brands, we are seeking a highly skilled Financial Analyst to join our team. As a key member of our Finance department, you will play a crucial role in supporting and executing the deployment of standardized planning and reporting processes.About the RoleThis is a permanent, full-time position with a hybrid working system, allowing...

  • Financial Analyst

    5 months ago


    Bristol, United Kingdom Newell Brands Full time

    Financial Analyst Job Number: 2402562United Kingdom-England-BristolUnited Kingdom-England-Manchester, United Kingdom-England-Cheadle, United Kingdom-England-AvonmouthLocation Type - Hybrid Position title: Financial Analyst Location: Bristol or Manchester area (Cheadle), UK Reports to: FP&A Manager Contract type: Permanent, full-time, hybrid working...

  • Financial Analyst

    3 days ago


    Bristol, Bristol, United Kingdom Newell Brands Full time

    Job Title: Financial AnalystJob Summary:We are seeking a skilled Financial Analyst to join our team at Newell Brands. As a Financial Analyst, you will play a crucial role in supporting and executing the deployment of standardized planning and reporting processes.Key Responsibilities:Support the deployment of standardized planning and reporting...


  • Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time

    Join a dynamic and growing international business as a Senior Financial Analyst, where you will play a key role in driving commercial performance and growth. Based in Portbury, Bristol, this exciting opportunity offers a competitive salary of up to £50,000 plus bonus and benefits.The company is a leader in its sector, with a strong business model and...

  • Service Desk Analyst

    4 months ago


    Bristol, United Kingdom Hargreaves Lansdown Full time

    Excited to grow your career? Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown. We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working...

  • Project Analyst

    1 month ago


    Bristol, Bristol, United Kingdom Bristol Airport Full time

    Job DescriptionAs a Portfolio Analyst at Bristol Airport, you will play a crucial role in supporting the successful delivery of our change investment programme. You will work closely with cross-functional teams to monitor and control change required by the business, utilizing our portfolio, programme, and project management software.Key...

  • Incident Analyst

    3 weeks ago


    Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full time

    Excited to grow your career? Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL. We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the...

  • Incident Analyst

    2 weeks ago


    bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full time

    Excited to grow your career?Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL.We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the...

  • Delivery Assurance

    6 months ago


    Bristol, United Kingdom Jacobs Full time

    Delivery Assurance & Governance Analyst-(EST0002HO) Your Impact: At Jacobs, we'll inspire and empower you to deliver your best work so you can evolve, grow and succeed – today and into tomorrow. With more than 55,000 people in 40+ countries, working at Jacobs offers an exciting range of opportunities to develop your career within a supportive and...


  • Bristol, Bristol, United Kingdom Computershare Full time

    Senior Finance Analyst Job DescriptionThis is a challenging role that requires strong analytical skills and the ability to interpret complex data.Job Summary:We are seeking an experienced Senior Finance Analyst to join our team. The successful candidate will be responsible for producing, consolidating, and interpreting financial analysis from various...


  • Bristol, Bristol, United Kingdom Unite Students Full time

    The RoleAt Unite Students, we're committed to creating a Home for Success for our students. As a Business Analyst, you'll play a critical role in bridging the gap between business needs and technology solutions.The Business Analyst team is responsible for understanding the company's objectives and translating them into actionable requirements for Business...


  • St Anne's, Bristol, United Kingdom Digital Gurus Full time £52,000

    Business Analyst and Project Manager Hybrid Are you passionate about bridging the gap between business needs and technology solutions? We have an exciting new role for a Business Analyst / Project Manager (BA/PM) , where you'll collaborate with various departments to develop and implement innovative technology strategies that align with business goals and...

  • M&A Analyst

    2 months ago


    Bristol, United Kingdom Origination Network Full time

    About Us: Origination Network is a leading buy-side only, technology-driven M&A platform. Our clients include some of the world’s most recognisable capital allocators, including top private equity firms, public companies, sovereign wealth funds and family offices. We have a truly global footprint, working with buyers, sellers and investment banks across...

  • Project Analyst

    3 weeks ago


    Bristol, United Kingdom MIGSO-PCUBED Full time

    About the jobProject Analyst - Energy SectorAbout the TeamAt MIGSO | PCUBED, we believe that great ideas come from everywhere, and we pride ourselves on building a diverse and inclusive community of talented professionals. As a global leader in Project Management Consulting, we partner with clients across various industries to deliver innovative solutions...