Graduate Investment Analyst

Broadstone have an exciting opportunity for a Graduate Investment Analyst to join the team.

Location: Bristol, Edinburgh, London & Redditch

Salary: £30k per annum

Start date: Autumn 2025

Who are we?

Broadstone is a thriving consultancy offering a wide range of services in pensions, investments, and employee benefits. Established in 1989, the business has grown from a small team to a workforce of over 650, brought together by a desire to deliver a personal, expert service to all who put their faith in us. We take pride in assisting small and medium sized pension schemes who lack the time or resources to address increasingly challenging issues themselves.

Our values are at the heart of everything we do and drive us forward every day. We strive to attract, develop, and retain top talent to work together to provide the best possible client outcomes. Our team feel empowered to share ideas to continuously improve our business. The impressive results of both client and staff surveys… are a source of great pride. We are committed to diversity, equity and inclusion.

We operate out of 9 regional hubs stretching from London to Glasgow.

Why work for us?

Through our generous study package, we are committed to support you in your pursuit of your Chartered Financial Analyst professional qualification. You would work within a friendly, supportive environment and quickly become an integral and valuable part of our team. Your training would follow a structured programme and focus on commercial as well as technical skills. The variety of experience available to you would afford you insight into the different roles available to you as your career progresses. Whatever your preference, you will be encouraged and empowered to achieve your ambitions.

Graduate Investment Analyst – The Role

Due to continued growth, we have the opportunity for a Graduate Investment Analyst to join our thriving Investment Consultancy. You will help the team to provide a full range of investment consulting services to a range of clients. You will assist in the production of investment reports, carry out investment strategy reviews, manage asset transitions, and may be the main point of contact for the day-to-day requirements of our Investment Consulting clients.

Graduate Investment Analyst – Key Responsibilities

The role will include:
• Set up and run asset and liability modelling software and draft reports based on the output
• Manage the transition of assets between funds and managers as required
• Draft reports detailing investment strategy and fund manager selection advice to clients
• Monitor Fund Managers that have been recommended to clients on an ongoing basis; highlighting -any alerts that clients should be aware of
• Provide full support to the Investment Consultants to ensure that excellent client relationships are maintained at all times
• Attend client/ fund manager meetings and take note of action points where required

Graduate Investment Analyst – You
• On track to graduate with a 2.1 or above at bachelor’s degree level (numerate degree preferable)
• An A level (or equivalent) at Grade B or above in Maths
• Demonstrable interest in investments
• Ready to start studying towards professional qualifications
• The successful candidate must, by the start of the employment, have permission to work in the UK

Graduate Investment Analyst– Benefits
• Competitive salary
• 25 days holiday plus bank holidays (with option of buying more)
• Fully supported study including membership fees, study materials, exam fees, and exam leave
• Generous pension scheme
• Health cash plan
• Additional optional benefits
• Social events
• Volunteering opportunities

To apply for this exciting opportunity, click ‘apply’ now. Your application should include a supporting statement detailing your interest in the role and your relevant skills and experience.

Please note: We value original applications and therefore request that you do not use AI when completing your application. Unsolicited contact with our employees will not be considered

Company: Broadstone
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