AIM Research Analyst

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

Quilter plc is a leading wealth management business, which oversees £157.4 billion in customer investments (as at 6th August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

Level: 4 Department:
Research

Contract:

Fixed term contract - 12 month

Location:

London - Hybrid We are looking for a Research Analyst to take responsibility for research coverage of UK smaller companies, with a particular focus on business relief qualifying AIM-listed investments and portfolios managed for inheritance tax (IHT) planning purposes. Reporting to the Head of Equity Research and AIM/Small cap, the role will combine fundamental company and sector analysis with practical support for investment managers, advisers and client-facing teams.

The successful candidate will produce high-quality research, respond to investment queries and help communicate our small-cap and AIM investment thinking through written materials, presentations and webinars. This is primarily an investment research role rather than a trading role. However, given the nature of the small-cap market, an understanding of market liquidity, position sizing and the potential impact of trading in less liquid securities would be beneficial.

• Conduct fundamental research on UK small-cap and AIM-listed companies.
• Maintain and develop research coverage relevant to AIM/IHT portfolios.
• Analyse company financials, business models, competitive positioning, management quality, valuation and key investment risks.
• Meet company management teams, brokers and other relevant market participants.
• Produce clear, insightful and actionable research notes and recommendations for internal investment audiences.
• Monitor existing investments and relevant developments across the UK smaller-company market.
• Contribute ideas and analysis to the wider Research team and investment process.
• Develop strong knowledge of the AIM market and investments used within IHT-focused portfolios.
• Key member of the AIM investment committee, which oversees portfolio and model construction.
• Support colleagues with questions relating to individual holdings, sectors, portfolio themes and the AIM market.
• Maintain an awareness of the investment considerations associated with Business Relief and IHT-oriented investing, working within the firm's established tax and compliance framework.
• Help explain the investment case, risks and characteristics of AIM/IHT strategies clearly to both specialist and non-specialist audiences.
• Act as an accessible point of contact for investment managers, advisers and other colleagues with questions on AIM, UK smaller companies and relevant holdings.
• Produce regular and ad-hoc research notes, market updates and investment commentary.
• Support Marketing and client-facing teams with investment content and materials.
• Present investment views through webinars, internal meetings, presentations and other communications.
• Translate detailed investment research into clear, concise messages suitable for advisers and clients.
• Consumer Duty…