Investment Analyst

Contract: Permanent
Location: Bristol
Hours: Full time
Salary: Competitive

Role Purpose

Broadstone offers full Investment Consulting services to both trustees and sponsors of pension schemes across both defined benefit and defined contribution markets, along with fiduciary selection and oversight services. Broadstone may also provide advice to other professional clients on a range of investment issues.

The role of the Investment Analyst is primarily to assist more senior colleagues in the strategy review, implementation, and monitoring of pension scheme investments. The role also involves manager research activity and contributing to the wider business.

Key Accountabilities
Investment Consultancy

  • Input into investment strategy reviews, manager recommendation and transfer advice reports – primarily drafting.
  • Transfer of assets between investment managers including opening accounts, arranging asset transfers, and reconciling trades.
  • Production of periodic investment reports including analysis of effectiveness of hedging assets.
  • Production of Statement of Investment Principles documents.
  • Help other parts of the business in production of scheme annual reports, implementation statements, scheme returns and cashflow management.
  • Conduct quantitative and qualitative research on investment funds and managers.

Technical Knowledge and Professional Qualifications
Key Skills

  • Desire to work in defined benefit pension scheme investment consultancy environment.
  • Good understanding of traditional and alternative asset classes, ideally including knowledge of liability driven investment solutions and multi-asset investing.
  • Awareness of relationship between defined benefit pension scheme assets and liabilities.
  • Manage variable, sometimes high, workloads.
  • Windows computer packages including advanced knowledge of Excel and proficiency with Word.


  • Ideally, previous experience working in an investment or pensions consultancy environment.
  • Understanding of the regulation behind investment markets and pension scheme investment and defined benefit pension scheme liabilities.
  • General investment markets and economics.


  • Already studying or ready to start studying towards actuarial or CFA qualification.
  • Numerate degree preferrable but not essential.
  • A level or equivalent Maths Grade B or higher.
  • GCSE Level or equivalent English.

Overarching Obligations

  • Adhere to all relevant laws and regulations, and Broadstone Policies and Procedures.
  • Achieve a good standard of ethical behaviour, i.e. do the right thing at all times.
  • Comply with all relevant professional standards.
  • Comply with the FCA’s requirements in relation to Conduct Risk & Treating Customers Fairly.

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