Equilibrium are an award-winning Chartered wealth management company based in Handforth Dean, Cheshire. Named one of the top 10 best small companies to work for in the Times Top 100 survey for the third year running and Employer of the Year at the Greater Manchester Business awards. We oversee more than £850 million worth of assets and provide a positive and collaborative environment for all team members to ensure we achieve everyone’s full potential.

Equilibrium's sister company, Equilibrium Investment Management require an Investment Analyst to provide ongoing support for our investment team.

We do things differently at EQ so It’s important to understand what it’s like to work with us. We work at a very fast pace with high expectations from the senior management, your peers and our clients. Everyone that works here can expect to be very busy, learning lots and receiving lots of constructive feedback along the way. In return you can expect to have lots of fun working in business that treats it’s team with the upmost respect and rewards everyone with lots of great perks, a fantastic working environment and lots of career progression opportunities for the right people.

As our investment analyst you can expect your role to involve:

  • Researching new investment opportunities
  • Portfolio and fund analysis
  • Keeping up to date with political and economic developments that may affect the financial markets 
  • Analysing data
  • Presenting recommendations to the investment team and the wider investment committee
  • Basic investment management (FCA CF30 Registered)
  • Producing reports for the investment team to agreed timescales and deadlines
  • Providing ad hoc support for the investment team as a whole
  • Creating and updating various milestone spreadsheets
  • Answering internal queries in an accurate and timely manner
  • High quality investment administration

As our investment analyst you will be exceptional at:

  • Researching companies and big data
  • Presentation and report writing skills 
  • Analytical thinking 
  • Using your strong IT skills especially Excel on a daily basis
  • Utilising and demonstrating excellent attention to detail
  • Being organised and meeting deadlines

As our investment analyst we’d like you to have;

  • Experience of working in an investment environment especially investment funds and asset classes
  • Working towards your CISI or CFA diploma

As a member of the Equilibrium team you’ll be expected to have no problems;

  • Getting things done  
  • Being calm, methodical and organised 
  • Being authentic and real, we don’t want any phoneys  
  • Displaying massive amounts of enthusiasm, energy, positivity, motivation and passion without exhausting those around you!   
  • Being self-assured without being arrogant or pushy 
  • Demonstrating an ability to change tack without it sending you into a tail spin 
  • Comfortable with change and a fast paced environment 
  • Huge amounts of integrity, a fantastic work ethic and generally a great person to have around!

What you can expect from us;

Finding the right people is at the heart of our success. Our hard-working, friendly team have fostered a healthy working environment that aims to bring out the best in everyone that works here.

We are very proud of our team and their commitment to excellence. We reward all team members with some of the most competitive salaries in the market place, challenging and exciting roles, fantastic benefits and a great place to work.

We have a friendly and relaxed recruitment process that sets us apart from other companies from the very start!  

If you want to enjoy the time you spend at work and believe you have the relevant qualifications, a commitment and willingness to work for an award winning, forward thinking business, then why not check us out on FacebookTwitter or Instagram to see what the team get up to!

The package

Competitive basic salary, contributory pension, bonus, 33 days holiday plus bank holidays (going up to 38 with length of service) plus loads of other great benefits.

Find out more about what you get here


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Equilibrium Asset Management LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Offices: Brooke Court, Lower Meadow Road, Handforth Dean, Wilmslow, Cheshire, SK9 3ND. Both companies are registered in England and Wales.


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