Broadstone have a fantastic opportunity for a Graduate Investment Associate to join the team!

Location: London, EC2V 7AN

Salary: £34,000 per annum

Start date: September 2027

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 nearly 900, brought together by a desire to provide a personal, expert service to all who put their faith in us.

Broadstone promote an inclusive working environment and recruitment process, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please let us know if you require reasonable adjustments during the selection process.

Why work for us?

You will work within a friendly, supportive environment and quickly become an integral and valuable part of our team. Through our generous study package, we are committed to support you in your pursuit of your Chartered Financial Analyst professional qualification Your training will follow a structured programme and focus on commercial as well as technical skills. The variety of experience available to you will 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 Associate– The Role:

Due to continued growth, we have the opportunity for a Graduate Investment Associate to join us.

Graduate Investment Associate– Key Responsibilities:

- Investment strategy setting and reviews, manager and fund selection exercises, and ongoing performance monitoring

- Conducting qualitative and quantitative analysis on the performance and risk of clients’ investment portfolios (across asset classes such as equities, fixed income, and alternatives)

- Regular communication with investment managers and other industry professionals

- Attending and supporting client meetings

- Participating in a range of training to broaden your, and the team’s, knowledge

Graduate Investment Associate– You:

- A minimum of three A-levels (or equivalent) at ABB or above, including Mathematics at grade A or above

- On track for a degree at 2:1 or above at bachelor’s degree in a numerate or analytical discipline such as Economics, Mathematics, Statistics, Finance, Engineering, MORSE or similar quantitative subjects. Degrees containing significant quantitative analysis may also be considered.

- Ready to start studying towards the CFA qualification

- Demonstrable interest in investments

- Strong numerical and analytical skills, with the ability to work accurately with detailed information

Clear written and verbal communication skills with the confidence to explain complex issues to less technical stakeholders

- The ability to organise your work, meet deadlines and contribute effectively as part of a team

- The right to work in the UK

Graduate Investment Associate– Benefits:

- Competitive salary, with exam linked increases

- 25 days holiday plus bank holidays (option to buy more)

- Fully supported study for CFA qualification

- Dedicated buddy, who has been through the same graduate programme

- Generous pension scheme

- Health cash plan

- Optional benefits to suit your lifestyle

- Volunteering opportunities

Please note: We value original applications and request that you do not use AI tools (except for grammar and spell checking). AI may not show your true abilities, which will be tested at assessment centre.

Broadstone reserves the right to close vacancies early. We endeavour to respond to all applicants, however, if for any reason you have not heard back within 28 days, please assume that you have been unsuccessful.

To apply for this opportunity, click ‘apply’ now. You must include a cover letter detailing your interest in the role and relevant skills/experience. Applications without a cover letter will be declined.