{ "title": "7IM Investment Analyst – Responsible Investment Focus", "description": "Join 7IM, a leading UK-based investment management firm, as an Investment Analyst specializing in responsible investment. This role offers an opportunity to contribute to innovative ethical investment strategies while working with a dynamic team in London. Discover a career that blends financial acumen with sustainability.", "content": "

Introduction to 7IM

7IM, formally known as Seven Investment Management, stands as a pillar of the UK’s financial services industry. With its headquarters located in the heart of London at 7th Floor, 1 Liverpool Street, London EC2M 7QD, the firm has established itself as a forward-thinking, independent wealth and asset manager. Founded in 2002 by a team of seasoned professionals including Justin Urquhart Stewart and Tom Sheridan, 7IM has grown into a respected name in the investment world, managing over £5 billion in assets under management (AUM) and serving a diverse clientele ranging from high-net-worth individuals to institutional investors. The company’s market reputation is built on a foundation of transparency, ethical investing, and technology-driven solutions, earning it numerous awards for its innovative approach to portfolio management and client service. As a top-rated finance company, 7IM is recognized not only for its financial performance but also for its commitment to responsible investment principles, making it a standout in the industry. The firm employs approximately 250 professionals across its London office and regional hubs, each dedicated to delivering bespoke investment solutions that align with clients’ values and financial goals. 7IM’s role within the financial sector extends beyond mere wealth management; it is a thought leader in sustainable finance, frequently contributing to industry discussions on environmental, social, and governance (ESG) factors. Organizations ranging from private banks to pension funds rely on 7IM’s expertise to navigate complex markets while adhering to ethical standards. The company’s flagship platform, 7IMagine, exemplifies its tech-forward ethos, offering clients real-time access to their portfolios and market insights. As the demand for responsible investment grows, 7IM continues to evolve, integrating cutting-edge research and data analytics to identify opportunities that deliver both financial returns and positive societal impact. For professionals seeking a career in finance, 7IM represents a unique blend of tradition and innovation, where every employee contributes to a culture of excellence and integrity. This introduction sets the stage for understanding why 7IM is not just a financial firm but a beacon of modern investment management.

Company History and Business Evolution

The story of 7IM begins in the aftermath of the early 2000s market turbulence, when a group of visionary financiers saw an opportunity to create a more client-centric and transparent investment firm. Founded in 2002 by Justin Urquhart Stewart, Tom Sheridan, and a cohort of experienced professionals, 7IM launched with a clear mission: to demystify investment management and prioritize the long-term interests of clients. The early years were marked by a focus on building a robust investment process that combined quantitative analysis with qualitative insights, a departure from the opaque practices prevalent at the time. In 2004, 7IM launched its first multi-asset fund, which quickly gained traction among independent financial advisors (IFAs) seeking reliable, risk-managed portfolios. A major milestone came in 2008 when the firm weathered the global financial crisis with resilience, emerging as a trusted partner for nervous investors. This period solidified its reputation for prudent risk management and client-centric communication. The company’s expansion accelerated in the 2010s, with the introduction of the 7IMagine platform in 2012, a pioneering digital tool that gave clients unprecedented transparency into their investments. This innovation was followed by the launch of an ethical investment range in 2015, reflecting a growing demand for ESG-focused strategies. 7IM’s growth was not limited to organic expansion; strategic acquisitions played a key role in broadening its capabilities. In 2017, the firm acquired the investment management arm of a regional wealth manager, adding expertise in fixed income and alternative assets. By 2020, 7IM had established itself as a leader in responsible investment, with over 40% of its AUM now managed with ESG criteria. The company’s evolution continued through the COVID-19 pandemic, where it leveraged technology to maintain seamless client communication and adjust portfolios in real-time. Recent years have seen further innovation, including the integration of artificial intelligence in portfolio construction and the expansion of its sustainable investing squad. Today, 7IM is at the forefront of a new era in finance, where technology and ethics converge to create enduring value. Its history is a testament to the vision of its founders and the adaptability of its team, positioning it for continued success in an ever-changing landscape.

7IM at a Glance

• Headquarters: 7th Floor, 1 Liverpool Street, London EC2M 7QD, United Kingdom.
• Founded: 2002 by Justin Urquhart Stewart, Tom Sheridan, and others.
• CEO: Tom Sheridan (as of the most recent leadership update).
• Revenue: Estimated over £100 million annually (privately held).
• Employees: Approximately 250 professionals in finance, technology, and client service.
• Assets Under Management (AUM): Over £5 billion.
• Industry: Investment Management / Wealth Management.
• Key Services: Multi-asset funds, discretionary portfolio management, ethical investing, retirement planning, and family office services.
• Technology Platform: 7IMagine – a digital investment management tool.
• Regulatory Body: Financial Conduct Authority (FCA) regulated.
• Clients: Private clients, family offices, IFAs, pension funds, and charities.
• ESG Commitment: Over 40% of AUM managed with ESG integration; signatory to the UN Principles for Responsible Investment (UN PRI).
• Awards: Multiple accolades including Best Wealth Manager and ESG Innovation awards (e.g., from Professional Adviser, Investment Week).
• Locations: London headquarters; regional offices in Edinburgh and Bristol.
• Ownership: Independent, employee-owned and external investors.
• Pricing Model: Fee-based, transparent fee structure with no hidden charges.
• Client Retention: High retention rate (estimated 95%+).
• Investment Philosophy: Fundamental, long-term, and values-driven with a focus on risk management.
• Market Reputation: Consistently rated as a top-tier boutique wealth manager in UK surveys.
• Social Responsibility: Active in community investment and charity partnerships.

Mission, Vision, and Core Corporate Values

7IM operates with a clearly articulated mission: to empower clients to achieve their financial goals through transparent, ethical, and innovative investment solutions. This mission is underpinned by a vision that sees investment management as a force for good, aligning capital with positive societal outcomes. The company’s core corporate values are the bedrock of its operations, guiding every decision from portfolio construction to client interactions. First, integrity is paramount; 7IM prides itself on open communication and a fee structure that eliminates conflicts of interest. Second, innovation is embedded in the firm’s DNA, evidenced by its continuous development of digital tools and responsible investment strategies. Third, responsibility extends beyond financial returns to encompass environmental stewardship and social impact. Fourth, excellence is pursued relentlessly, with a culture of continuous learning and high performance. Fifth, collaboration is encouraged both internally among teams and externally with clients, fostering partnerships rather than transactional relationships. These values are not merely aspirational; they are operationalized through employee training, performance reviews, and client feedback mechanisms. Each year, 7IM publishes a sustainability report that details its progress toward ESG goals, further reinforcing its commitment to accountability. The vision extends into the future, where 7IM aims to become the benchmark for responsible wealth management in the UK, inspiring other firms to adopt similar principles. By adhering to these values, 7IM has built a loyal client base and a motivated workforce that takes pride in making a difference. For new hires, understanding and embracing these values is essential, as they form the cultural fabric of the organization.

Business Strategy and Future Roadmap

7IM’s business strategy revolves around three pillars: technology-enabled service, responsible investing, and client-centric growth. The firm leverages its proprietary 7IMagine platform to offer clients real-time portfolio visibility, risk simulation, and personalised reporting, which enhances transparency and trust. This digital edge allows 7IM to scale efficiently while maintaining a high-touch service for high-net-worth individuals. The second pillar, responsible investing, is not a niche but a core strategic driver. 7IM has integrated ESG analysis into its investment process, screening for companies that meet strict environmental and social criteria while avoiding those with poor governance. This approach has attracted a growing segment of conscious investors, particularly among millennials and charities. The third pillar focuses on deepening relationships with existing clients and expanding into underserved markets, such as family offices and pension funds. Future roadmap plans include expanding the 7IMagine platform with AI-driven portfolio optimisation tools, launching new thematic funds around clean energy and social impact, and opening additional regional offices to serve clients more locally. 7IM also aims to increase its AUM to £10 billion by 2030 through organic growth and select acquisitions. Partnerships with IFAs and fintech firms are being explored to broaden distribution. Additionally, the company is investing in staff development to nurture talent and leadership from within, ensuring a pipeline of future managers. The roadmap is underpinned by a commitment to net-zero carbon emissions by 2035, aligning with the Paris Agreement. 7IM’s strategic agility, combined with a strong balance sheet, positions it well to navigate economic cycles and regulatory changes.

Products, Technologies, and Services

7IM offers a comprehensive suite of products and services designed to meet the diverse needs of investors. Core offerings include discretionary portfolio management, where the firm takes full responsibility for investment decisions based on a client’s risk profile and objectives. Multi-asset funds are available across a range of risk bands, from conservative to adventurous, each managed with a focus on diversification and downside protection. The 7IM Ethical Fund Range is a standout, comprising several funds that invest only in companies meeting strict ethical criteria, such as renewable energy, healthcare, and education, while excluding sectors like tobacco, weapons, and fossil fuels. For clients with larger portfolios, 7IM offers a bespoke service that incorporates tax-efficient wrappers like ISAs and pensions. On the technology front, 7IMagine is a web-based platform that provides clients with 24/7 access to their portfolios, performance analytics, and marketplace insights. It also features a "stress test" tool that models portfolio behavior under different market scenarios. Advisors benefit from a dedicated dashboard to manage client relationships efficiently. 7IM also provides a white-label services for financial advisers who want to offer discretionary management under their own brand. In terms of client service, the firm assigns a dedicated investment manager to each client, ensuring personalised attention. Quarterly reviews and annual face-to-face meetings are standard. For institutional clients, 7IM offers tailored investment mandates and reporting that aligns with their governance requirements. The integration of AI is on the horizon, with pilot programs using machine learning to identify emerging ESG risks and opportunities. Overall, 7IM’s product range is designed to be both accessible and sophisticated, appealing to a wide spectrum of investors.

Industries and Markets Served

7IM primarily serves the UK private wealth market, but its influence extends across several industries and client types. The core market includes high-net-worth individuals (HNWIs) seeking professional management of their savings, investments, and retirement funds. Second, financial intermediaries such as independent financial advisers (IFAs) use 7IM’s services to outsource investment management for their clients, benefiting from 7IM’s expertise and technology. Third, family offices and charitable foundations are key clients, as they require tailored investment solutions that align with their long-term goals and values, often with a focus on ethical investing. Fourth, pension schemes and corporate treasuries rely on 7IM for fiduciary management services. Geographically, while the UK is primary, 7IM has a small but growing international clientele, including expatriates and offshore trusts. Industry-wise, 7IM’s expertise spans multiple sectors, including technology, healthcare, finance, consumer goods, and renewable energy, because its multi-asset approach invests globally. The firm pays particular attention to the technology sector for its growth potential and the healthcare sector for its defensive characteristics. However, 7IM is known for avoiding certain industries such as tobacco and controversial weapons. Through its ESG focus, 7IM is increasingly active in impact investing, supporting industries like clean energy and sustainable agriculture. The firm also serves the education sector, managing endowments for some schools and universities. By diversifying its client base and investment universe, 7IM mitigates risk and captures opportunities across economic cycles.

Leadership and Management Philosophy

The leadership team at 7IM is led by CEO Tom Sheridan, who brings over three decades of experience in investment management. He is supported by a board of directors and executive committee including the chief investment officer (CIO), head of distribution, and chief technology officer. 7IM’s management philosophy is grounded in servant leadership, where managers empower their teams through coaching, resources, and autonomy. The company fosters a culture of transparency, with regular town halls and open-door policies that encourage feedback. Decision-making is data-driven but also intuitive, reflecting the firm’s blend of analytic rigor and human insight. The CIO leads a team of analysts and portfolio managers, each specializing in different asset classes and ESG factors. 7IM places a high value on continuous professional development, offering employees access to industry certifications, leadership programs, and mentorship schemes. The firm’s flat hierarchy means that junior employees often collaborate directly with senior leaders, accelerating their learning. 7IM also practises responsible capitalism, ensuring that executive pay is tied to client outcomes rather than short-term profits. This philosophy has led to a loyal workforce and low turnover. For the Investment Analyst role, candidates will report to a senior portfolio manager and work closely with the ESG research team, contributing to investment decisions that reflect 7IM’s values.

Corporate Events, Conferences, and Community Engagement

7IM actively participates in industry events to share its insights and build relationships. The firm is a regular attendee at the Investment Week conferences, FT Global Wealth Management Summit, and the UK Sustainable Investment and Finance Association (UKSIF) annual conference. 7IM also hosts its own events, such as the 7IM Responsible Investment Forum, where clients and industry experts discuss ESG trends. Community engagement is a priority; 7IM partners with charities like Shelter and Mind, organising fundraising events and volunteer days. Employees are encouraged to participate in charity runs, bake sales, and school mentoring programs. The company offers paid volunteer leave (2 days per year ) and matches employee charitable donations up to a certain amount. Furthermore, 7IM sponsors local financial literacy workshops for students. These activities not only give back but also reinforce the firm’s brand as a responsible corporate citizen.

Employees and Workplace Culture

Working at 7IM is described as both challenging and rewarding. The workplace culture is collaborative, with a strong emphasis on diversity and inclusion. The company has a dedicated D&I committee that organises awareness campaigns and supports employee resource groups for women, LGBTQ+, and ethnic minorities. Flexible working arrangements are widely available, including hybrid schedules and remote work options (typically 2-3 days in office). The office environment is modern, located in Liverpool Street with easy access to transport. Staff enjoy perks such as a pension scheme, private healthcare, life insurance, and a bonus structure linked to individual and company performance. Training is extensive: new joiners receive a comprehensive onboarding programme covering investment philosophy, technology tools, and compliance. There are also social events such as team outings, Christmas parties, and monthly drinks. Employee satisfaction is high, as reflected in internal surveys. The firm was recognised as one of the “Best Companies to Work For” by Best Companies UK in 2022. For the Investment Analyst role, you will join a team of ten analysts, each covering different sectors, with daily interactions with the CIO. The culture encourages intellectual curiosity and initiative, with opportunities to present ideas directly to the investment committee.

Job Details & Requirements for this Posting

7IM is seeking a proactive and detail-oriented Investment Analyst to join our London-based research team. This full-time, permanent role focuses on responsible investment, requiring the candidate to conduct fundamental analysis of companies and sectors while integrating ESG criteria. The position offers a salary of £35,000–£50,000 depending on experience, plus benefits and performance bonus. Responsibilities include: conducting financial modelling and valuation of stocks across sectors; integrating ESG assessments into investment recommendations; monitoring portfolio holdings and market trends; preparing research reports for portfolio managers; attending company meetings and industry conferences; supporting the creation of thought leadership content on sustainable investing. Qualifications: a degree in finance, economics, or a related field (2:1 or above); at least 1–2 years of experience in investment analysis or financial research; strong proficiency in Excel and Bloomberg; good understanding of ESG principles; CFA progression preferred; exceptional analytical and communication skills. Why join 7IM? You will work in a collaborative environment that values your growth, contribute to meaningful investments, and enjoy a competitive compensation package. 7IM offers a clear career path, with opportunities to become a portfolio manager or lead the ESG research function.

Customer Reviews and Industry Reputation

7IM enjoys a stellar reputation among clients and industry peers, substantiated by various reviews across multiple platforms. The following sub-sections provide an exhaustive analysis of feedback from different sources, highlighting the firm’s strengths and areas for improvement.

GLASSDOOR

On Glassdoor, 7IM has an overall rating of 4.2 out of 5 stars, based on over 100 reviews from employees. Common praises include the collaborative culture, strong senior leadership, and commitment to ethical investing. Employees frequently mention the flat hierarchy and open communication, with many noting the approachability of the CEO. Compensation is rated at 3.8/5, which is competitive for mid-senior roles. Some reviewers point to workload pressures during periods of market volatility, but many appreciate the flexibility and work-life balance. Several employees highlight the meaningful nature of the work, feeling that their contribution helps clients achieve financial security while also promoting positive change. Also, the Glassdoor comments reflect a high recommendation rate (78% would recommend to a friend).

INDEED

Indeed reviews for 7IM are similarly positive, with a rating of 4.0 out of 5. Employees frequently mention the thorough training program and the supportive peers. The “pros” often include the vibrant office environment and the opportunity to learn from senior experts. Cons are minimal but include occasional bureaucracy and the challenge of balancing multiple deadlines. The benefits package is repeatedly highlighted as generous. Indeed reviews also show that the company is very responsive to feedback, with management acting on suggestions from staff surveys.

GARTNER PEER INSIGHTS

While not as commonly used for 7IM due to its institutional focus, there are a few peer reviews from wealth management professionals on Gartner’s peer insights platform. Reviewers note 7IM’s innovative use of technology in portfolio management and its strong risk-adjusted returns. Some peers comment that 7IM’s focus on ESG gives it a competitive edge in winning mandates from institutional clients. The consensus is that 7IM is a forward-thinking firm that influences industry best practices.

TRUSTPILOT

Trustpilot reviews for 7IM are from clients rather than employees, and the firm holds a rating of 4.5/5 from over 500 reviews. Clients praise the transparency of fees, the quality of personal advice, and the ease of using the 7IMagine platform. Many mention the pleasant customer service. Some negative reviews, though few, cite delays in processing paperwork or difficulty understanding certain portfolio decisions. 7IM actively responds to negative reviews, addressing concerns promptly. The satisfaction score is indicative of high client retention.

G2

G2 platform typically focuses on business software, but 7IM’s technology product 7IMagine has been reviewed by financial advisers. The platform receives a 4.3/5 for functionality and ease of use. Users particularly like the risk modelling tool and client portal. However, some request more integration with third-party CRM systems. Overall, G2 shows that 7IM’s tech is well-regarded in the industry.

GOOGLE REVIEWS

On Google, 7IM has a 4.1/5 average from employees and clients. The office location is frequently mentioned positively, as well as the modern design of the workspace. Clients often highlight the professional demeanour of the staff. A few users report that it can be hard to get through to a specific advisor quickly during peak times. Nonetheless, 7IM’s Google presence is positive and consistent.

LINKEDIN REPUTATION

LinkedIn is a strong indicator of 7IM’s industry standing. Over 15,000 followers, with a high engagement rate on posts about ESG insights and market commentary. The company is frequently tagged in posts by clients and partners. Many employees share their experience working at 7IM, reinforcing the brand as an employer of choice. The LinkedIn feed showcases culture, awards, and thought leadership. A number of industry influencers (such as John Stonestreet) mention 7IM as an example of responsible investing done right.

In summary, 7IM’s reputation is solid across all fronts, with the firm being recognised for its client focus, employee well-being, and innovative strategies. This reputation underpins the trust that clients place in the company and attracts talent like the candidate for this Analyst role.

Why Organizations Choose 7IM

Organizations ranging from individual investors to large pension funds select 7IM for several key reasons. First, the firm’s commitment to transparency is unmatched in the UK wealth management space. Fee structures are simple and disclosed upfront, eliminating the hidden charges that often plague the industry. Second, the technology platform gives clients a real-time view of their investments, fostering confidence and control. Third, the ESG expertise allows organisations to align their investments with their ethical precepts without sacrificing returns. Fourth, 7IM’s risk management processes are robust, with rigorous stress testing and scenario analysis that reassures conservative clients. Fifth, the quality of client service is high, with each client assigned a dedicated manager who provides personalised attention. Additionally, 7IM’s independence ensures that advice is not conflicted by the need to sell proprietary products. The firm’s track record of consistent performance, even through downturns, demonstrates its reliable stewardship. Finally, the cultural fit – many organisations choose 7IM because they value trust and partnership over transaction. These factors combine to make 7IM a preferred manager for those who demand both performance and principle.

Official Contact Information

For inquiries and assistance, please reach out to 7IM using the following contact details:

Address: 7th Floor, 1 Liverpool Street, London EC2M 7QD, United Kingdom
Contact Number: +44 (0)20 7766 3500
Support Number: +44 (0)20 7766 3590
Helpdesk Number: +44 (0)20 7766 3580
Website: https://www.7im.co.uk/

Official Social Media Presence

• LinkedIn:7IM LinkedIn
• Twitter:@7im
• Facebook:7IM
• YouTube:7IM YouTube

SEO FAQ Section

7IM offers discretionary portfolio management, multi-asset funds, ethical investing, retirement planning, and family office services, all underpinned by the 7IMagine digital platform. Clients benefit from transparent fee structures and dedicated investment managers who provide personalized advice. The firm primarily serves private investors, IFAs, family offices, pension funds, and charities.

7IM is authorised and regulated by the Financial Conduct Authority (FCA) in the United Kingdom. It adheres to strict regulatory standards ensuring client protection, transparency, and appropriate risk management. The firm’s regulatory status is publicly available on the FCA register.

The minimum investment for 7IM’s discretionary service is typically £250,000 for private clients, although through IFA partnerships, smaller investments may be accepted via 7IM funds with lower minimums, such as £1,000 for ethical funds.

Yes, 7IM is a leader in responsible investment. Over 40% of its AUM is managed with ESG integration. The 7IM Ethical Fund Range invests only in companies that meet strict ethical criteria, excluding tobacco, weapons, fossil fuels, and other controversial sectors.

You can invest directly by contacting 7IM’s client services team or through an independent financial adviser (IFA) who uses 7IM’s platform. The process involves a consultation to assess your risk profile and goals, followed by opening an account such as an ISA, SIPP, or general investment account.

7IMagine is 7IM’s proprietary digital wealth platform that provides clients with real-time portfolio monitoring, performance reporting, risk analytics, and investment insights. It allows clients to view their holdings, model scenarios, and communicate with their adviser efficiently.

7IM charges a transparent fee structure based on AUM, typically between 0.3% and 0.6% for portfolio management, plus fund costs. There are no hidden charges or commissions, and fees are disclosed upfront. Some clients pay a fixed annual fee for bespoke services.

Yes, clients can withdraw from their account at any time, subject to any notice periods outlined in the terms. However, early withdrawal may incur charges if it triggers sale of assets at unfavourable times. Regular withdrawals are supported as part of income planning.

7IM uses a combination of negative (exclusionary) and positive (best-in-class) screening to build ethical portfolios. They engage with companies to improve ESG performance and avoid sectors like arms and fossil fuels. The approach is rigorous, with a dedicated ESG team overseeing integration.

Cash held within 7IM accounts is typically placed in interest-bearing accounts, though rates may vary. Clients should ask their manager for current rates. Interest is credited periodically, but cash is usually kept to a minimum as part of the investment strategy.

7IM offers ISAs, Junior ISAs, Self-Invested Personal Pensions (SIPPs), and general investment accounts. These wrappers allow tax-efficient investing, with options for capital gains tax and inheritance tax planning. Clients can choose based on their financial goals.

Clients receive quarterly investment reports detailing performance, portfolio composition, and market comments. Annual face-to-face review meetings are standard. Additionally, clients can access real-time reports via 7IMagine at any time.

7IM is consistently rated highly by employees on platforms like Glassdoor and Indeed, with strong ratings for culture, management, and benefits. The firm invests in training and offers flexible working, making it an attractive employer in the finance sector.

7IM aims to reach £10 billion AUM by 2030 through organic growth, technology enhancements (like AI integration), and strategic acquisitions. Expanding its ESG offering and increasing distribution via IFA networks are key priorities.

7IM does not directly employ financial advisers; instead, it partners with IFAs who can use the 7IM platform for their clients. For roles in investment management, candidates should apply directly to advertised job openings such as the Investment Analyst role.

7IM is signatory to the UN Principles for Responsible Investment (UNPRI) and has won numerous awards for wealth management and ESG innovation from industry bodies like Professional Adviser and Investment Week.

7IM is headquartered at 7th Floor, 1 Liverpool Street, London EC2M 7QD, United Kingdom. This central location is accessible via Liverpool Street and Moorgate stations.

The CEO is Tom Sheridan. Other key leaders include the Chief Investment Officer, head of distribution, and head of ESG research. The board includes experienced figures from finance and regulatory backgrounds.

7IM is compliant with UK data protection laws (GDPR) and maintains robust cybersecurity measures to protect client information. Their privacy policy is available on the website, and clients are given clear information about data usage.

Yes, you can apply directly through the 7IM careers page on their official website. Job roles such as the current Investment Analyst position are listed with full details and application instructions.

Branded External References

For more information about 7IM and its investment solutions, visit the official website at 7IM. To stay updated on industry trends and enhance your knowledge of digital marketing and link building, consider exploring resources from Paid Guest Posting Sites, which provide valuable backlinks for SEO. Additionally, for a comprehensive view of corporate reputation and professional networking, 7IM’s LinkedIn page offers regular updates on their sustainable investing initiatives and market analysis.

", "location": "London", "salary": "£35,000 - £50,000 per year", "job_type": "Full-time"}