Investment Analyst

The Openwork Partnership; Camden Town; On-site; GBP 49,000 - 58,000; Full time

Job summary

A leading investment firm in Camden Town is seeking an Investment Analyst to analyze and monitor third-party asset managers for its Omnis fund range. The successful candidate will support research activities, prepare analytical reports, and contribute to fund oversight while developing qualifications. Key benefits include a competitive salary package, a bonus scheme, and comprehensive health coverage.

Benefits

Salary up to £58,000

Bonus scheme - 7.5%

Pension scheme with matching contributions

27 days holiday + bank holidays

Private medical insurance

Qualifications

• Experience in an analytical role, preferable in fund research.
• Good knowledge of benchmarks and performance measurement.
• In-depth understanding of investment assets and trading techniques.

Responsibilities

• Analyse, select, and monitor third-party asset managers.
• Prepare reports and recommendations for senior colleagues.
• Contribute to the development of Omnis investment strategy.

Skills

Analytical skills

Communication skills

Detail-oriented

Relationship management

Intellectual curiosity

Education

Progress towards IMC or CFA qualification

Tools

Performance analytics systems

Market data sources

Job description

As Investment Analyst, you'll play a key role in analysing, selecting, and monitoring third-party asset managers for the Omnis fund range. You'll support the team's research activities, contribute to high-quality due diligence, and help maximise the success of Omnis funds. The role offers the chance to build deep knowledge, be part of manager research projects, and assist in fund oversight while developing your expertise and professional qualifications.

The key responsibilities of the role include:

• Supporting detailed operational, financial, and client book analysis on acquisition targets.
• Monitoring and analysing the performance and strategies of third-party fund managers.
• Preparing draft reports, analysis, and recommendations for review by senior colleagues.
• Assisting in manager searches, including data gathering, initial screening, and preparation of supporting materials.
• Building a working knowledge of asset classes, investment styles, and the fund manager universe.
• Taking ownership of defined workstreams or deliverables, under guidance from senior team members.
• Providing analytical support to broader investment initiatives such as asset allocation, portfolio construction, and risk management.
• Contributing to the development of the Omnis investment proposition by researching new strategies and industry developments.
• Maintaining an active learning mindset and taking responsibility for personal development (IMC/CFA progression).
• Developing constructive relationships with internal stakeholders and contributing to effective engagement with external managers.

The ideal candidate will have:

• Progress towards IMC or CFA qualification preferred.
• Detailed derivatives knowledge.
• Experience in an analytical role, preferably with exposure to fund research or investment analysis.
• Demonstrable ability to gather, analyse, and interpret data to produce high-quality insights.
• Good knowledge of benchmarks and their attributes and how performance is measured against these.
• An in-depth understanding of investment assets and trading techniques.
• A good understanding of UK regulation and best practice.
• Adept at using performance analytics, market data sources and risk analysis systems.
• Experience in supporting projects or producing investment-related reports desirable.
• Strong intellectual curiosity and interest in investments and financial markets.

We're a dynamic, fast-paced, and growing business with huge ambition. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We offer a highly attractive benefits package to reward you for your hard work, including:

• Salary - up to £58,000
• Bonus scheme - on target bonus - 7.5%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection - 1x salary
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days.
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.