Passive Investment Analyst

Hargreaves Lansdown; Bristol; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading investment platform in the UK is seeking an Investment Analyst to join their research team in Bristol. This full-time role involves conducting detailed analysis on passive funds and ETFs, contributing ideas on fund highlights, and communicating insights to clients. Ideal candidates will have analytical skills, be passionate about investments, and possess relevant qualifications such as CFA or RQF Level 4 certification. The position offers hybrid working options and various employee benefits, including a pension scheme and annual bonus.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Flexible working options

Pension scheme up to 11% employer contribution

Gym memberships and wellbeing apps

Employee Assistance Programme

Qualifications

• Experience working as an Investment Analyst or similar role.
• Strong interest in passive funds and ETFs.
• Genuine enthusiasm for researching and writing about investments.

Responsibilities

• Conduct quantitative and qualitative analysis on tracker funds and ETFs.
• Communicate analysis via informative passive fund updates for clients.
• Contribute ideas on passive funds to highlight for investors.

Skills

Analytical skills

Technical knowledge of passive funds

Excellent writing skills

Attention to detail

Proactive workload management

Creative thinking

Education

RQF Level 4 qualification (such as CII Diploma)

CFA qualification preferred

Job description

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.

Responsibilities

• 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

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.

Qualifications

• 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

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.

Benefits

• 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 outpatientcare
• 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