Morningstar
Investment Analyst
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Investment Analyst
Investment Analyst
Location: London
We are looking for an Investment Analyst to join our Multi-Asset Portfolio Management team. You will contribute to managing funds and platform-based managed portfolios for financial adviser clients while supporting portfolio managers in setting asset allocations and fundamental research. This will involve a mix of teamwork, research, and continuous improvement of investment methodologies.
Collaboration is key—expect to work with small teams, take on varied tasks, and progress through a structured learning programme, with a clear path toward becoming a strong investor.
Essential Qualities
This role requires:
- A passion for investing and intellectual curiosity
- Commitment to prioritising end investors
- Strong teamwork skills and capability to challenge ideas respectfully
- Knowledge, experience, and character to thrive in a high-performance environment
Key Responsibilities
- Contribute to setting target asset allocations for EMEA multi-asset portfolios
- Support portfolio managers in constructing portfolios that align with MIM’s capital markets research and Morningstar investment principles
- Conduct and lead equity, bond, and currency capital markets research, as well as multi-regional projects
- Perform manager and fund research
- Assist with portfolio restructuring, cashflow management, rebalancing, and target weight adjustments—compliant, accurate, efficient, and timely
- Participate in global methodology development and local governance committees
- Engage in discussions on capital markets, investment strategies, and portfolio construction
- Contribute to thought leadership efforts (publications, media, conference presentations, client talks)
- Support relationship management with UK financial advisers
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Experience & Qualifications
- Minimum: 3+ years of hands-on investment experience
- Education: Postgraduate degree preferred (especially MBA or CFA designation)
- Skills & Mindset:
- Strong foundational knowledge in capital markets, investment strategies, and portfolio construction
- Independent, analytical thinking to drive high-quality decisions
- Ability to work effectively in a team
- Familiarity with quantitative tools and research platforms
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Compensation & Benefits
- Base Salary Range: GBP 68,200 – 95,333
- Bonus: Target 12.5% annually (subject to performance)
- Work Model: Hybrid (4 days in-office per week)
- Additional Benefits:
- Tools and resources for global collaboration
- Support to enhance work-life balance
- Commitment to ongoing professional development
More About the Role
Morningstar’s U30_MstarAssocEur offer Position: Morningstar Investment Management Europe Ltd
Note: Final compensation and bonus offerings are tailored to individual qualifications and experience.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location