863 Investment Analyst jobs in the United Kingdom

• Conduct thorough fundamental analysis of publicly traded companies.
• Develop and maintain sophisticated financial models for valuation and forecasting.
• Research and monitor industry trends, economic conditions, and competitive landscapes.
• Write detailed equity research reports, providing investment recommendations (buy/sell/hold).
• Meet with company management teams to gather information and assess strategic direction.
• Communicate investment insights and recommendations clearly to portfolio managers and clients.
• Stay abreast of market developments and regulatory changes affecting investments.
• Identify and assess investment risks and opportunities.
• Contribute to the development of investment strategies and portfolio construction.
• Mentor and guide junior analysts.

• Proven experience as an Equity Research Analyst or Investment Analyst.
• Strong knowledge of financial markets, investment strategies, and valuation methodologies.
• Proficiency in financial modelling, data analysis, and statistical software.
• Excellent written and verbal communication skills.
• Demonstrated ability to conduct in-depth due diligence and research.
• CFA charterholder or progress towards CFA designation is highly desirable.
• Bachelor's or Master's degree in Finance, Economics, or a related field.

• Equity Research
• Financial Analysis
• Investment Banking
• Portfolio Management
• Valuation Modeling

• Perform comprehensive financial analysis of publicly traded companies, including financial statement analysis, valuation modelling, and industry research.
• Develop and articulate investment recommendations (buy, sell, hold) based on thorough due diligence and valuation analysis.
• Construct detailed financial models (DCF, LBO, comparable company analysis) to forecast future performance and determine intrinsic value.
• Monitor economic, industry, and company-specific developments that may impact investment portfolios.
• Engage with company management teams, industry experts, and sell-side analysts to gather information and refine investment theses.
• Prepare high-quality research reports, presentations, and investment memos for internal stakeholders.
• Present findings and recommendations clearly and persuasively to investment committees and portfolio managers.
• Contribute to the ongoing assessment and refinement of investment strategies and processes.
• Stay current with market trends, regulatory changes, and emerging investment opportunities.
• Identify potential risks and opportunities associated with specific investments.
• Mentor junior analysts and contribute to the development of the research team.
• Maintain databases of financial information and research.
• Ensure adherence to all compliance and ethical standards.
• Track portfolio performance against benchmarks and industry peers.
• Assist in client communication and reporting related to investment strategies.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• Minimum of 5 years of experience in equity research, investment analysis, or a related financial role.
• Proven ability to build sophisticated financial models and conduct thorough valuation analysis.
• Strong understanding of financial markets, accounting principles, and investment strategies.
• Excellent analytical, critical thinking, and problem-solving skills.
• Exceptional written and verbal communication skills, with the ability to convey complex information concisely.
• Proficiency in financial databases and research tools (e.g., Bloomberg, Refinitiv Eikon, FactSet).
• CFA designation or progress towards it is highly preferred.
• Ability to work effectively both independently and collaboratively in a fast-paced environment.
• Strong attention to detail and commitment to accuracy.
• Experience with sector-specific analysis is advantageous.

Agora is partnering with a later-stage venture capital fund that invests in some of the most exciting and high-growth consumer brands in the UK and internationally. The fund backs bold, ambitious founders across sectors such as food & beverage, wellness, fashion, and beauty — and plays an active, hands-on role in helping these businesses scale.

The Opportunity

The fund is looking to hire an Investment Analyst to join its London-based investment team. This is a unique opportunity for a high-potential individual to break into venture capital and gain full exposure to the investment process.

The successful candidate will demonstrate both strong technical rigour — including financial and commercial analysis — and the emotional intelligence required to build deep relationships with founders. A genuine passion for the consumer space is essential, as is the ability to operate in a fast-paced, entrepreneurial environment.

This role would suit someone with 1–3 years of experience in investment banking, strategy consulting, or a high-growth startup/founder background who is now looking to make the move into VC.

Key Responsibilities

• Support end-to-end investment processes including market mapping, financial modelling, and due diligence
• Meet with founders and assess new investment opportunities
• Analyse commercial models, competitive dynamics, and brand potential
• Help shape investment theses and track trends across consumer sub-sectors
• Provide strategic support to portfolio companies post-investment

Candidate Profile

• 1–3 years of experience in investment banking, strategy consulting, or an operational/founder role within a consumer business
• Strong analytical toolkit and commercial instinct
• High EQ and strong interpersonal skills; able to build trust with founders and stakeholders
• A deep interest in consumer trends and a passion for brands
• A self-starter with drive, curiosity, and a collaborative mindset

What’s on Offer

• A rare entry point into consumer-focused venture capital
• The chance to work with an impressive team and high-potential portfolio
• Exposure to deal execution and portfolio strategy from day one
• Strong long-term development prospects and competitive compensation

Agora is partnering with a later-stage venture capital fund that invests in some of the most exciting and high-growth consumer brands in the UK and internationally. The fund backs bold, ambitious founders across sectors such as food & beverage, wellness, fashion, and beauty — and plays an active, hands-on role in helping these businesses scale.

The Opportunity

The fund is looking to hire an Investment Analyst to join its London-based investment team. This is a unique opportunity for a high-potential individual to break into venture capital and gain full exposure to the investment process.

The successful candidate will demonstrate both strong technical rigour — including financial and commercial analysis — and the emotional intelligence required to build deep relationships with founders. A genuine passion for the consumer space is essential, as is the ability to operate in a fast-paced, entrepreneurial environment.

This role would suit someone with 1–3 years of experience in investment banking, strategy consulting, or a high-growth startup/founder background who is now looking to make the move into VC.

Key Responsibilities

• Support end-to-end investment processes including market mapping, financial modelling, and due diligence
• Meet with founders and assess new investment opportunities
• Analyse commercial models, competitive dynamics, and brand potential
• Help shape investment theses and track trends across consumer sub-sectors
• Provide strategic support to portfolio companies post-investment

Candidate Profile

• 1–3 years of experience in investment banking, strategy consulting, or an operational/founder role within a consumer business
• Strong analytical toolkit and commercial instinct
• High EQ and strong interpersonal skills; able to build trust with founders and stakeholders
• A deep interest in consumer trends and a passion for brands
• A self-starter with drive, curiosity, and a collaborative mindset

What’s on Offer

• A rare entry point into consumer-focused venture capital
• The chance to work with an impressive team and high-potential portfolio
• Exposure to deal execution and portfolio strategy from day one
• Strong long-term development prospects and competitive compensation

We are looking for a talented and detail-oriented Investment Analyst to join our client's investment team. In this role, you’ll be responsible for delivering high-quality investment reporting, providing portfolio analysis, and supporting governance processes. This is an excellent opportunity to work closely with senior leadership, gain exposure to a wide range of investment activities, and contribute to strategic decision-making.

Key Responsibilities

• Deliver month-end, quarter-end, and year-end investment reporting.
• Analyse investment portfolios and produce high-quality Management Information.
• Prepare and deliver periodic reports to internal governance forums.
• Support investment governance meetings and liaise with external parties as required.
• Assist with ongoing investment-related projects.
• Work closely with the Chief Investment Officer and the wider team.
• Comply with all relevant FCA and PRA conduct standards and Consumer Duty rules.

Core Competencies

• Strong numerical skills with high attention to detail.
• Ability to analyse datasets and produce clear, insightful reports.
• Strong written and verbal communication skills.
• Problem-solving mindset with a proactive approach to learning.
• Collaborative team player with flexibility during busy reporting periods.
• Ability to organise and prioritise workloads effectively.
• Capable of working both independently and as part of a team.
• Comfortable working under pressure to meet tight deadlines.

Experience & Qualifications

• Advanced knowledge of Microsoft Office, particularly Excel.
• Understanding of financial assets, investment instruments (equities, bonds, futures, funds, etc.), and investment principles.
• Previous experience in an investment, actuarial, or accounting role with analytical responsibilities.

If you’re passionate about investments, enjoy working with data, and thrive in a dynamic environment, we’d love to hear from you.

• Conduct in-depth financial analysis of companies, industries, and market trends.
• Develop financial models, forecasts, and valuation analyses for investment opportunities.
• Research and identify potential investment targets, assessing their financial health and growth potential.
• Prepare investment research reports, presentations, and recommendations for portfolio managers.
• Monitor the performance of existing investments and provide ongoing analysis.
• Stay informed about economic conditions, regulatory changes, and geopolitical events affecting financial markets.
• Collaborate with internal teams to gather data and share market intelligence.
• Assist in the due diligence process for new investments.
• Maintain databases of financial information and performance metrics.
• Contribute to the development of investment strategies and asset allocation.
• Ensure compliance with all relevant financial regulations and internal policies.
• Present findings and recommendations clearly and concisely to stakeholders.

• Bachelor's or Master's degree in Finance, Economics, Accounting, or a related quantitative field.
• Proven experience as an Investment Analyst or in a similar financial analysis role.
• Strong financial modeling, valuation, and data analysis skills.
• Proficiency in financial software and databases (e.g., Bloomberg, Refinitiv Eikon).
• Excellent understanding of financial markets, investment instruments, and economic principles.
• Strong analytical, critical thinking, and problem-solving abilities.
• Exceptional written and verbal communication skills.
• Detail-oriented with a high degree of accuracy.
• Ability to work independently and manage multiple projects in a fast-paced environment.
• Relevant professional certifications (e.g., CFA, ACCA) are highly desirable.