Fund Research Associate

Join a truly amazing team, revolutionizing the world of investments!

Wealthify is an online investment service, based in Penarth Marina near Cardiff. We’re changing investing for the better, by making it simpler, more accessible and affordable.  With over 25,000 customers, we’ve grown quickly in four years, but our ambitious mission doesn’t stop there.

This exciting opportunity is to join the investment team that powers the Wealthify investment strategy. We run a series of model portfolios, both passive and ethical, and this role will play a crucial part in contributing to their successful performance. We are deliberately a small, but perfectly formed team. We’re looking for someone who can fit in with the current team, roll up their sleeves and help at all levels of the investment process. This job offers a unique opportunity to get your voice heard and make a real difference to our investment performance.


The role
This role is for someone to lead our fund selection process. Historically it has been shared amongst the team, but we are looking for someone to take ownership of the work to build on and enhance our existing processes and due diligence. We currently use passive tracker funds and ethical active funds.

Whilst fund selection will be the main component of your job, in addition to this you will also be expected to contribute to our asset allocation process, keeping abreast of market developments, identifying macro trends and investment opportunities. This will include inputting your ideas and thoughts, coming forward with tactical and strategic ideas to trade on, or themes to explore further. Attending and contributing to Investment Committee meetings

The role is full time and you will be expected to work 37.5 hours per week. Core hours are 10am – 4pm, your hours can be flexible around this

Things you’ll need
We want to make sure you are set for success and this job is right for you. Therefore, it’s important to highlight that you’ll be working in a small team. There are about 45 people in the company, with only four on the investment team. The desire to aim high, work hard, communicate effectively and articulately and having fun along the way is absolutely essential.

You should organise, prioritize and take ownership of your workload and possess an innovative self-starting character to help shape the investment function. 

What qualifications will I need?

  • Educational qualifications: to degree level
  • Relevant Investment qualifications: CISI Level 7 (or equivalent). CFA not required, but preferred

That’s our minimum requirement, if you want to stand out, tell us what you’ve got! Experience in a similar role or extra qualifications are always a bonus 😊

What experience do I need?
For this role we require a minimum of 5 years’ experience working in the Asset or Wealth Management industry. You should have previous experience in fund research / selection. 

What you get

  • A competitive salary (depending on skills and experience)
  • 24 days holiday per year (plus bank holidays) - you will also earn an extra day holiday for each year you are with us
  • Participation in our share option scheme

And there’s more!

  • You’ll get to work in one of the hottest tech startups in Cardiff
  • Great company socials organized by our very own Ministry of Fun
  • Brand new offices with free gym, games room (and a ping pong league!)
  • Private Medical & Income Protection Insurance
  • Company Pension Plan
  • Cycle to Work Scheme


This is a great chance to join a dynamic, fun and friendly company that’s going places. If you would like to be considered for the role, please send a copy of your C.V. and cover letter to

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