Overview
Key Responsibilities (Including but not limited to):
* Delivery of month-end, quarter-end, and year-end investment reporting
* Provide analysis of investment portfolios
* Production of quality Management Information
* Responsible for delivering periodic reports to internal control and governance forums
* Support the wider investment team and CIO as required
* Ensure compliance with the FCA’s conduct (and senior conduct) and Consumer Duty rules, as well as the PRA’s conduct (and senior manager conduct) standards, as set out
Experience Required
* Advanced working knowledge of Microsoft Office, especially Excel
* Knowledge of financial assets and instruments (e.g., equities, bonds, futures, fund structures, etc.) and investment theories
* Previous experience within investments, actuarial, or accounting roles with an analytical focus
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