We are looking for a talented and detail-oriented Investment Analyst to join our client's investment team. In this role, you’ll be responsible for delivering high-quality investment reporting, providing portfolio analysis, and supporting governance processes. This is an excellent opportunity to work closely with senior leadership, gain exposure to a wide range of investment activities, and contribute to strategic decision-making.
Key Responsibilities
* Deliver month-end, quarter-end, and year-end investment reporting.
* Analyse investment portfolios and produce high-quality Management Information.
* Prepare and deliver periodic reports to internal governance forums.
* Support investment governance meetings and liaise with external parties as required.
* Assist with ongoing investment-related projects.
* Work closely with the Chief Investment Officer and the wider team.
* Comply with all relevant FCA and PRA conduct standards and Consumer Duty rules.
Core Competencies
* Strong numerical skills with high attention to detail.
* Ability to analyse datasets and produce clear, insightful reports.
* Strong written and verbal communication skills.
* Problem-solving mindset with a proactive approach to learning.
* Collaborative team player with flexibility during busy reporting periods.
* Ability to organise and prioritise workloads effectively.
* Capable of working both independently and as part of a team.
* Comfortable working under pressure to meet tight deadlines.
Experience & Qualifications
* Advanced knowledge of Microsoft Office, particularly Excel.
* Understanding of financial assets, investment instruments (equities, bonds, futures, funds, etc.), and investment principles.
* Previous experience in an investment, actuarial, or accounting role with analytical responsibilities.
If you’re passionate about investments, enjoy working with data, and thrive in a dynamic environment, we’d love to hear from you.