Investment Analyst

NextStep; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading digital career platform is seeking an Investment Analyst in London. The selected candidate will conduct investment research, build financial models, and support portfolio decision-making. Ideal applicants should have 3-5+ years of consulting experience and strong financial analysis skills. This position offers a unique chance for consultants looking to transition into investment research and portfolio management. The recruitment process involves submitting an application and joining the platform to connect with multiple hiring companies.

Qualifications

• 3-5+ years of experience in consulting with exposure to valuation and financial modelling.
• Strong comprehension of financial statements and ability to build models from scratch.
• Familiarity with equity research and investment decision-making processes.

Responsibilities

• Conduct thorough investment research based on fundamental data.
• Build detailed financial models for analysis and recommendations.
• Prepare investment memos and reports for management and committees.

Skills

3-5+ years in consulting (MBB, Big 4, or boutique firms)

Strong financial analysis skills

Experience with equity research or investment due diligence

Ability to synthesize complex information

Knowledge of valuation methodologies

Experience working with quantitative and qualitative data

Job description

NextStep is a digital, AI-first career platform dedicated to helping top-performing consultants navigate career transitions. By leveraging a data-driven approach, NextStep matches professionals with high‑fit opportunities while enabling companies to connect with exceptional talent. The platform is developed in collaboration with Consulting Comedy, the largest consulting‑focused community globally, boasting 1M+ subscribers.

On behalf of our partner network, we're recruiting an Investment Analyst in London.

Investment Analyst - London

What you’ll be responsible for:

The selected candidate for the Investment Analyst role will conduct investment research, build financial models, and support portfolio decision‑making across asset classes. You will translate market data and company fundamentals into actionable investment insights that drive superior returns. You will:

• Conduct in-depth fundamental research on companies, industries, and market trends to identify investment opportunities
• Build sophisticated financial models (DCF, comparable company analysis, precedent transactions, and scenario analysis)
• Analyse financial statements, competitive positioning, and business models to assess investment risk and return potential
• Monitor portfolio holdings and track performance against benchmarks and investment theses
• Prepare investment memos, pitch presentations, and research reports for portfolio managers and investment committees
• Support due diligence processes (management meetings, site visits, expert calls, and third‑party research analysis)
• Track macroeconomic indicators, market developments, and regulatory changes that impact investment decisions

You’ll be a strong match if you have:

• 3‑5+ years in consulting (MBB, Big 4, or boutique firms) with exposure to valuation, financial modelling, or industry research
• Strong financial analysis skills, i.e., you understand financial statements, build models from scratch, and can evaluate business fundamentals
• Experience with equity research, credit analysis, or investment due diligence processes
• The ability to synthesize complex information from multiple sources and distill it into clear investment recommendations
• Knowledge of valuation methodologies (DCF, multiples‑based valuation, comparable transaction analysis)
• Experience working with quantitative and qualitative data, i.e., you balance rigorous analysis with business judgment

If you’ve built your career in consulting and are ready to transition into investment research and portfolio management, multiple companies in our network are likely looking for you.

How to apply:

• Step 1: Submit your application.
• Step 2: You’ll receive an invite to join the NextStep platform.
• Step 3: Complete your profile and get matched with the best‑fit companies and opportunities in our partner network.

Please note: By joining NextStep, we’ll match you with companies actively hiring for Investment Analyst and similar roles that align with your expertise, industry preferences, and career goals.