Research Analyst

We are looking for a motivated and analytically driven Investment Research Analyst to join our funds research team in London. This is an exciting opportunity for someone with a strong foundation in investment analysis who is passionate about evaluating fund managers understanding investment processes and contributing to asset allocation decisions. You will play a key role in supporting the teams research output across a range of active fund asset classes and strategies.

What youll do:

Conduct thorough quantitative and qualitative research on active funds across multiple asset classes including manager due diligence performance attribution and peer group analysis.

Assess fund manager investment processes philosophy team structure and risk management frameworks to form well-rounded views on fund quality.

Maintain and develop internal fund databases scorecards and monitoring tools to track performance flows and portfolio positioning.

Produce clear well-structured research reports and recommendations for internal stakeholders and where relevant clients.

Support the team in building and maintaining relationships with fund managers and third-party data providers.

Monitor rated funds on an ongoing basis flagging material changes in performance personnel process or portfolio construction.

Assist in the preparation of investment committee materials presentations and fund selection rationale documentation.

Keep up to date with industry trends regulatory developments and the competitive fund landscape.

Collaborate with portfolio managers advisers and other internal teams to ensure research insights are effectively communicated and applied.

What youll bring:

  Experience in investment research fund analysis or a related role within asset management wealth management or a fund rating agency.

Strong understanding of fund structures investment strategies and performance metrics across equities fixed income or alternative funds (experience across multiple asset classes is a plus).

High proficiency in quantitative analysis with strong Excel skills; and experience with tools such as Morningstar Direct Bloomberg or FactSet.

IMC at a minimum required. CFA (Level I or above) or equivalent qualification preferred or commitment to pursuing a relevant professional qualification.

Excellent written and verbal communication skills with an ability to present complex information in a clear and accessible way.

High attention to detail strong organisational skills and the ability to manage multiple workstreams simultaneously.

A genuine interest in markets fund management and the broader investment landscape.

Collaborative team player who can also work independently and take ownership of their coverage responsibilities.

About Us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone from professional financial advisers to DIY investors with little to no experience. We have over 644000 customers using our award-winning platform propositions to manage assets totalling more than 103.3 billion. Our customers trust us with their investments and by continuously striving to make investing easier we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018 AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol we now have over 1500 employees and have been named one of the UKs Best 100 Companies to Work For for six consecutive years and in 2025 named a Great Place to Work.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork we have a great sense of pride in what we do and this is reflected in our guiding principles.

Our perks and benefits:

• Starting holiday entitlement of 26 days increasing up to 31 days with length of service
• Holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 7%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan provided by Medicash
• Discounted private healthcare scheme and dental plan
• Free gym membership with an on-site gym providing a wide range of free classes
• Employee Assistance Programme
• Bike loan scheme
• Sick pay pledge
• Enhanced maternity paternity and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Dedicated time for proof-of-concepts and assessing new tech
• Support to attend conferences events and meet-ups
• Paid time off for volunteer work
• Charitable giving opportunities through salary sacrifice
• Calendar of social events including monthly payday drinks annual Christmas party summer party and much more
• Personal development programmes built around you and your career goals including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• Peer recognition scheme with rewards including restaurant and shopping vouchers or time off
• Monthly leadership breakfasts and lunches
• Casual dress code
• Access to a range of benefits from our sponsorship deals

Hybrid working:

At AJ Bell our people are the heart of our culture. We believe in building strong connections by working together. Thats why we offer a hybrid working model where youll spend a minimum of 50% of your working time per month in the office. For new team members an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. 

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. 

We do not discriminate on the basis of race sex gender identity sexual orientation age pregnancy religion physical and mental disability marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications merit and business need. 

If you like the sound of the above or just want to know more about the company and the role wed love to speak to you. 

Remote Work :

No

Employment Type :

Full-time