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 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
- Help@hand - confidential support including mental health counselling and remote GP
- Wellhub - unlimited access to fitness providers and wellness coach sessions
- Variety of travel to work schemes with bike storage and shower facilities
- Inhouse barista and deli serving subsidised coffee and sandwiches
- Two paid volunteering days per year
- dependant on role level
- * only available to select during our annual benefits window, in November each year
Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.
This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information.
Please note, we are unable to provide employment sponsorship to candidates.
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