Investment Analyst

The opportunity

As Investment Analyst, you’ll play a key role in analysing, selecting, and monitoring third-party asset managers for the Omnis fund range. You’ll support the team’s research activities, contribute to high-quality due diligence, and help maximise the success of Omnis funds. The role offers the chance to build deep knowledge, be part of manager research projects, and assist in fund oversight while developing your expertise and professional qualifications.

This is a permanent, hybrid role, based in our London office, with the requirement to be in the office 2 days a week.

The benefits:

• Salary – up to £58,000
• Bonus scheme - on target bonus – 7.5%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection - 1x salary
• Death in service - 4x salary
• 27 days holiday + ban holidays, with the opportunity to buy up to an additional 10 days.
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Your responsibilities will include:

• Supporting detailed operational, financial, and client book analysis on acquisition targets.
• Monitoring and analysing the performance and strategies of third-party fund managers.
• Preparing draft reports, analysis, and recommendations for review by senior colleagues.
• Assisting in manager searches, including data gathering, initial screening, and preparation of supporting materials.
• Building a working knowledge of asset classes, investment styles, and the fund manager universe.
• Taking ownership of defined workstreams or deliverables, under guidance from senior team members.
• Providing analytical support to broader investment initiatives such as asset allocation, portfolio construction, and risk management.
• Contributing to the development of the Omnis investment proposition by researching new strategies and industry developments.
• Maintaining an active learning mindset and taking responsibility for personal development (IMC/CFA progression).
• Develop constructive relationships with internal stakeholders and contribute to effective engagement with external managers.

What will you need to succeed?

• Progress towards IMC or CFA qualification preferred.
• Detailed derivatives knowledge.
• Experience in an analytical role, preferably with exposure to fund research or investment analysis.
• Demonstrable ability to gather, analyse, and interpret data to produce high-quality insights.
• Good knowledge of benchmarks and their attributes and how performance is measured against these.
• An in-depth understanding of investment assets and trading techniques.
• A good understanding of UK regulation and best practice.
• Adept at using performance analytics, market data sources and risk analysis systems.
• Experience in supporting projects or producing investment-related reports desirable.
• Strong intellectual curiosity and interest in investments and financial markets.

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2021. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

On top of offering a modern workplace with bags of development opportunities, we also offer a highly attractive benefits package to reward you for your hard work. This includes a competitive base salary, an industry-leading annual bonus, enhanced pension, critical illness cover, income protection and a range of other flexible benefits.