InvestEngine
Strategy Associate, CEO Office
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About InvestEngine
InvestEngine is everything the modern investor should need. Unbeatable value, market-leading automation, and built for easy, long-term investing. We’ve built a strong foundation, have over £3 billion invested, award-winning service, and a passionate team, now we’re ready to scale.
About the Role
The Strategy Associate works directly with the CEO to help shape InvestEngine's strategy. You'll do the thinking and research behind our strategic decisions — understanding the market and our competitors, forming a view on how InvestEngine should position itself, building the case for where we should go next — including how we monetise to reach profitability — and helping communicate that strategy clearly to investors and across the company.
This is not an execution or delivery role — your focus is on strategy: analysing, forming a point of view, and packaging it so the CEO, the board, and the wider team can act on it. It's also a role to grow in: a chance to build deep strategy skills working directly with the CEO, ideal for an ambitious early-career person who wants to become a senior leader over time.
What You’ll Do
- Help drive commercial growth — this is the core of the role: help drive the commercial growth of the business through a cohesive marketing, product, and monetisation strategy that moves us towards profitability.
- Analyse the market and competitors — research the UK/European investing landscape, track competitors, and turn what you find into a clear view of where the opportunities and threats are.
- Build investor decks — conceptualise and create high-quality decks and materials that present our strategy and story to investors and the board.
- Help communicate vision and strategy internally — work with the CEO to articulate the strategy clearly so the Exec and wider team understand the direction and the reasoning behind it.
- Think creatively — bring fresh ideas, framings, and angles to the strategic questions facing the business.
- Lead research and thought leadership — conceptualise and lead research projects, and prepare talking points and materials for engagements with media, policymakers, clients, and industry participants.
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What We’re Looking For
We care more about how you think than the route you took — you don't need a traditional grad scheme or internship background.
Must-haves
- Deep knowledge of the UK/European investment market, and strong views on how a business like ours should position itself and where the opportunities are.
- Strong analytical mind — you can research a topic deeply, make sense of the market, and form a clear, well-reasoned point of view.
- Excellent written and verbal communication — you can build a compelling investor deck and get your ideas across to senior and external audiences.
- Genuine creativity — you generate original ideas and framings, not just summaries.
- Hungry to learn and grow — ambitious, self-aware about where you want to develop, and eager to build your strategy skills.
- A high-trust, low-ego attitude, and discretion with sensitive information.
- Knowledge of UK/European retail investing, index products, or fintech.
- A track record of research or content that reached external audiences (e.g. published or syndicated pieces).
- Client-facing or industry experience that gives you a grounded view of investors and customers.
How you'll show up (our values)
- Act like an Owner — you take responsibility for the quality and impact of your work.
- Keep improving, stay curious — you're always learning and raising the bar.
- Achieve more together — you build trust and work well alongside the CEO and Exec.
- Speak up, share openly — you're direct, honest, and transparent.
- Put customers first, create real value — you keep the end customer at the centre of your thinking.
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How We Work
We’re a lean, fast-moving team that values clarity, ownership, and transparency. You’ll have the freedom to experiment, the responsibility to follow through, and the backing of a team that values clear thinking and open dialogue. We believe in solving problems at the root, not just treating the symptoms.
What We Offer
- Impact from day one — You’ll take on meaningful work from the start, tackling real challenges that drive the stability, efficiency, and growth of our business.
- Room to grow — As we scale, you’ll have opportunities to expand your responsibilities, influence how we work, and help shape our long-term direction.
- Transparent and open culture — We share decisions openly, keep communication channels clear, and encourage collaboration across every part of the business.
- Supportive, high-calibre team — Work alongside talented professionals who are experts in their fields — smart, driven, and generous with their knowledge.
- Hybrid and flexible — Work in the way that best suits you. We focus on results, not rigid hours, and trust you to manage your time effectively.
Our Hiring Process
- Introductory call with our Talent team
- Gamified cognitive assessment to understand how you think and problem-solve
- Competency interview focused on your experience
- Senior leadership interview to explore alignment with our culture, values, and strategic direction
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