Job Title: Investment Analyst
Location: London / Hybrid
Role Type: Full-time, Permanent
Are you an analytically-minded investment professional looking to elevate your career within a prestigious specialist insurer?
We are seeking a proactive Investment Analyst to support the Head of Investments in managing and optimizing a diverse investment portfolio. This is a brilliant opportunity for someone with a passion for asset management and research to take ownership of portfolio monitoring, manager due diligence, and strategic reporting within a sophisticated, high-governance environment.
Key Responsibilities
Portfolio Monitoring & Analysis: Track performance, risk metrics, and exposures across the company's portfolio. You will prepare high-level dashboards and commentary to keep senior leadership informed on positioning relative to risk constraints.
Manager & Asset Research: Assist in the due diligence and ongoing oversight of external investment managers. This includes researching new asset classes, reviewing ESG disclosures, and preparing materials for manager review meetings.
Strategic Decision Support: Produce investment proposals, briefing notes, and scenario analyses to guide the Investment Committee and CFIO. You will play a vital role in data gathering and modeling for strategic asset allocation reviews.
Reporting & Communication: Craft clear, concise investment reports for the Board and Investment Committee. You will act as a bridge between the Investment function and the Actuarial, Finance, and Risk teams to ensure cohesive business planning.
Governance & Compliance: Maintain meticulous documentation of research and investment decisions, ensuring the function remains responsive to market and regulatory developments.
Experience & Skills Required
Analytical Expertise: Proven experience in investment analysis, asset management, or insurance investments. You must have the ability to interpret complex data and translate it into actionable insights.
Technical Proficiency: Advanced skills in Microsoft Excel are essential. Familiarity with industry tools such as Clearwater, Bloomberg, or similar analytical platforms is highly advantageous.
Sector Knowledge: A solid understanding of multi-asset portfolios and ESG integration. Prior experience working within an insurance company's investment function is strongly preferred.
Communication & Drive: Outstanding interpersonal skills with the ability to work independently in a small team. You should be adept at managing multiple priorities and meeting tight deadlines.
Qualifications: You should be making active progress toward (or have completed) a professional qualification such as the CFA, IMC, or a similar financial designation.
Job Title: Investment Analyst
Location: London / Hybrid
Role Type: Full-time, Permanent
Are you an analytically-minded investment professional looking to elevate your career within a prestigious specialist insurer?
We are seeking a proactive Investment Analyst to support the Head of Investments in managing and optimizing a diverse investment portfolio. This is a brilliant opportunity for someone with a passion for asset management and research to take ownership of portfolio monitoring, manager due diligence, and strategic reporting within a sophisticated, high-governance environment.
Key Responsibilities
Portfolio Monitoring & Analysis: Track performance, risk metrics, and exposures across the company’s portfolio. You will prepare high-level dashboards and commentary to keep senior leadership informed on positioning relative to risk constraints.
Manager & Asset Research: Assist in the due diligence and ongoing oversight of external investment managers. This includes researching new asset classes, reviewing ESG disclosures, and preparing materials for manager review meetings.
Strategic Decision Support: Produce investment proposals, briefing notes, and scenario analyses to guide the Investment Committee and CFIO. You will play a vital role in data gathering and modeling for strategic asset allocation reviews.
Reporting & Communication: Craft clear, concise investment reports for the Board and Investment Committee. You will act as a bridge between the Investment function and the Actuarial, Finance, and Risk teams to ensure cohesive business planning.
Governance & Compliance: Maintain meticulous documentation of research and investment decisions, ensuring the function remains responsive to market and regulatory developments.
Experience & Skills Required
Analytical Expertise: Proven experience in investment analysis, asset management, or insurance investments. You must have the ability to interpret complex data and translate it into actionable insights.
Technical Proficiency: Advanced skills in Microsoft Excel are essential. Familiarity with industry tools such as Clearwater, Bloomberg, or similar analytical platforms is highly advantageous.
Sector Knowledge: A solid understanding of multi-asset portfolios and ESG integration. Prior experience working within an insurance company’s investment function is strongly preferred.
Communication & Drive: Outstanding interpersonal skills with the ability to work independently in a small team. You should be adept at managing multiple priorities and meeting tight deadlines.
Qualifications: You should be making active progress toward (or have completed) a professional qualification such as the CFA, IMC, or a similar financial designation.
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