Investment Analyst

• Delivery of month end, quarter and year end investment reporting.
• Provide analysis of investment portfolios.
• Production of quality Management Information.
• Responsible for delivery of periodic reports to internal control/ governance forums.
• Supporting investment governance meetings and liaison with third parties where required.
• Supporting ongoing projects.
• Support the wider investment team and CIO as required.
• Comply with the FCA’s conduct (and senior conduct) and Consumer Duty rules and the PRA’s conduct (and senior manager conduct) standards as set out.
• Notify the regulator(s) of matters reasonably expected to be notified.

Core Competencies

• Numerate and accurate with a keen eye for detail.
• Ability to work with data sets, perform analysis and produce MI.
• Good communication skills, both verbal and written, as well as problem solving skills.
• Clear desire to develop and involve your technical knowledge and hands on investment and reporting exposure.
• Team player, with highly flexible approach to work especially during reporting periods.
• Ability to organise and prioritise workloads.
• Accurately plan and produce work and report progress against agreed schedules and tolerances to stakeholders.
• Expectation to be able to work independently as well as playing a key role within the team.
• Ability to work under pressure and produce results within tight timescales.

Experience and qualifications

• Advanced working knowledge of Microsoft Office, especially Excel.
• Knowledge of financial assets, instruments (e.g. equities, bonds, futures, fund structures etc.) and investment theories.
• Previous experience within investments, actuarial or accounting in an analytical role.

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