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Working at Square Mile

At Square Mile, we aim to build a business that our people believe in by investing in experienced, qualified and professional individuals who are passionate about what they do. Together, we are committed to helping investors build a better a better future.


Investment Research Analyst

16 Oct, 2023 | Return|

We are recruiting for an Investment Research Analyst to join a dynamic business based in the City of London - and we're looking for an equally dynamic person to join our journey.

The role

  • This role is part of the Research & Consulting team and will involve working closely with other members of the team. Duties include, but are not limited to:
  • Maintaining a universe of rated funds – undertaking periodic reviews of rated funds, meeting with the managers of such funds and writing client reports on funds where required.
  • Identifying and researching potential new ideas for fund ratings and portfolios and presenting suitable ideas to the team.
  • Representing Square Mile by attending conferences and other industry events.
  • Assisting with work which is required to be undertaken for consulting clients.

In addition, the role may involve other duties to promote the work of the research team and to assist other teams at Square Mile. These may include:

  • Producing articles to be published in trade magazines, speaking to journalists and representing the company’s investment views.
  • Delivering consulting services to clients and if appropriate in time, taking a lead with agreed clients.
  • Supporting the sales team in their efforts, either by providing relevant information and documentation or by attending meetings etc if required.

Do you have what it takes?

The candidate will be expected, in general, to have a minimum of 5 years industry experience in manager research. Should the candidate not hold the Investment Management Certificate (IMC) at the time a job offer is made, they will be expected to gain this qualification in order to successfully complete their probationary period. The candidate would normally be expected to have achieved, or the appetite to pursue, further qualifications, such as the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation or the CISI diploma, although this is not a firm requirement and experienced candidates without further qualifications will be considered.

We're a reasonably small team of people, so you'll also need to be able to build close relationships quickly with your colleagues.

About Square Mile

Square Mile is an independent investment research business that works in partnership with regulated professional financial services firms. We help advisers to develop informed investment recommendations so that, with their support, their clients can make the decisions that are right for them. Focusing first and foremost on in depth, qualitative fund research, we provide tailored support and investment services for financial advisers and institutions.

What to do now

If you think this sounds like you and would be interested in applying, please contact Jade Mison with your CV and covering letter: [email protected].

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