Base pay range
This range is provided by Edenbrook. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Overview
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.
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.
Job details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Analyst
- Industry: Insurance and Financial Services
#J-18808-Ljbffr