Passive Investment Analyst

Hargreaves Lansdown Asset Management Limited; Bristol; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A leading investment platform in the UK is seeking a Passive Investment Analyst to join their Bristol office. The role requires exceptional analytical skills and a strong interest in passive funds and ETFs. Key responsibilities include conducting detailed analyses of funds, communicating insights through accessible updates, and collaborating with various teams. Candidates should have relevant qualifications and experience to thrive in this integral role in investment research. Hybrid working arrangements are available.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Flexible working options

Pension scheme up to 11% employer contribution

Health care cash plans

Gym memberships and wellbeing apps

Employee Assistance Programme

Qualifications

• Experience working as an Investment Analyst or similar.
• Strong interest in passive funds and ETFs.
• Desire to learn and keep abreast of industry developments.

Responsibilities

• Analyse passive funds or trackers and ETFs for the Wealth Shortlist.
• Conduct quantitative and qualitative analysis on tracker funds.
• Communicate analysis via accessible fund updates.

Skills

Analytical skills

Knowledge of passive funds and ETFs

Excellent writing skills

Attention to detail

Creative thinking

Education

CII Diploma in Regulated Financial Planning or CFA

RQF Level 4 qualification

Job description

Excited to grow your career?

Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL.

About the role

Hargreaves Lansdown (HL) is looking for someone with exceptional analytical skills, as well as excellent technical knowledge of passive funds and exchange traded funds (ETFs) to join the Investment Analysis and Research team.

HL researches thousands of active and passive funds and aims to highlight the best of this analysis to our clients via our Wealth Shortlist. Our team of investment analysts conducts this research, and produces reports on funds, investment trusts and ETFs as well as articles on markets and economics. This is invaluable to help attract and retain HL clients, which now number more than 1.7 million. The quality, simplicity and accessibility of our research is an important part of HL's success.

This is a rare and unique opportunity to join one of the most highly regarded investment research teams in the country. You will help to produce 'the best information' for HL clients, which in turn enables them to make effective and profitable investment decisions.

What you'll be doing

Responsibilities will include analysing passive funds or trackers and ETFs, and helping to select passive funds across all sectors for the Wealth Shortlist. Our team of analysts also produce articles and investment-related content for the HL website and Investment Times magazine. Other duties include:

• Conducting quantitative and qualitative analysis on tracker funds and ETFs
• Communicating this analysis via interesting and informative passive fund updates, expressing our research in an accessible way for clients
• Contributing ideas on which passive funds or investment areas the team should highlight to investors, and collaborating with the Content team to discuss and implement ideas for content
• Taking responsibility for tracker funds and ETFs across all Investment Association sectors, producing sector reviews and keeping clients up to date with the progress of their fund(s)
• Attending fund manager meetings, appraising all aspects of their investment process, forming opinions, and discussing with the wider team
• Expressing opinions on which funds should be added to or removed from the Wealth Shortlist
• Helping other areas of the business with fund and investment-related queries

About you

To succeed as Passive Investment Analyst at HL, you will have:

• Experience working as an Investment Analyst or similar
• Appropriate industry qualification, up to RQF Level 4 (such as the CII Diploma in Regulated Financial Planning) - CFA preferable
• A strong interest in passive funds and ETFs
• Knowledge of financial markets
• Awareness of HL's current research and fund views
• Excellent writing skills
• An enquiring mind and good attention to detail
• A genuine enthusiasm for researching and writing about investments
• Creative and innovative thinking, and willingness to suggest new ideas
• Desire to learn and keep abreast of industry developments
• The ability to be proactive and prioritise your workload to meet pre-determined deadlines
• A commercial mindset and ambition to deliver results

Working schedule

This is a full time, permanent role working 37.5 hours per week. The role will be based in our Bristol head office, BS1 5HL. Hybrid and flexible working is available and open for discussion.

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* & annual pay review
• 25* days holiday plus bank holidays and 1-day additional Christmas closure time
• Option to purchase an additional 5 days holiday per year
• Flexible working options available, including hybrid working
• Pension scheme up to 11% employer contribution
• Sharesave scheme - have a real stake in HL's future
• Income Protection & Life insurance (4 x salary core level of cover)
• Health care cash plans - including optical, dental, and out patientcare
• Help@hand and an Employee Assistance Programme
• Gympass - gym memberships and wellbeing apps available
• Variety of travel to work schemes with free bike storage and shower facilities
• An inhouse barista serving subsidised coffee and snacks
• Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
• LifeWorks Discounts on services, restaurants and retailers

* Depending on role level

** up to 30 days depending on role level & increasing with length of service

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!

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.