Investment Analyst — Equity & Growth in Southampton

The Opportunity Hub UK Ltd; Southampton; Hybrid; GBP 45,000 - 59,000; Full time

Benefits offered by this job

Equity and stock options

Flexible working hours

Learning and development budget

Flat structure

Job summary

The Opportunity Hub UK Ltd in Southampton is seeking an Investment Analyst to help grow a mid-sized Financial Services firm. You will work across research, modelling and portfolio support in a startup environment where your contributions shape outcomes.

You will build financial models, research markets, support due diligence and present to senior decision-makers, all while collaborating with founders and analysts in a flat structure.

Qualifications

• Two to five years’ experience in an investment analyst, equity research or related Financial Services role.
• Strong financial modelling skills in Excel, ideally with exposure to valuation methods (DCF, comparables, precedent transactions).
• A relevant degree, and progress towards or completion of a professional qualification such as the CFA is a plus.
• Sharp written communication. You’ll need to explain complex analysis to people who don’t have time to read forty pages of it.
• Comfortable with ambiguity. Startups change direction, and this Investment Analyst role will change shape with the business.
• Commercial instinct. Numbers matter, but so does judgement.

Responsibilities

• Build and maintain financial models to support investment decisions across a range of asset classes.
• Research market trends, sectors and individual companies, then turn findings into clear written recommendations.
• Support due diligence on new opportunities, from initial screening through to final sign-off.
• Track portfolio performance and flag risks before they become problems.
• Prepare investment committee materials and present findings directly to senior decision-makers.
• Work closely with founders and senior analysts on strategy, given the flat structure here.

Skills

Investment analysis

Financial modelling

Written communication

Ambiguity tolerance

Commercial instinct

CFA progress

Education

Bachelor's degree

CFA in progress or completed

Tools

Excel

Job description

The Opportunity Hub UK Ltd in Southampton is seeking an Investment Analyst to help grow a mid-sized Financial Services firm. You will work across research, modelling and portfolio support in a startup environment where your contributions shape outcomes.

You will build financial models, research markets, support due diligence and present to senior decision-makers, all while collaborating with founders and analysts in a flat structure.