Pensions Investment Analyst

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Looking to develop your investment career within the UK pensions sector? Join a supportive team where you’ll help deliver high‑quality investment services to DB and DC pension scheme clients.

What you’ll do

  • Produce regular performance and governance reports for pension schemes
  • Support consultants with investment strategy design and monitoring
  • Coordinate asset transfers and liaise with fund managers
  • Prepare materials for trustee and governance meetings
  • Gather, analyse and maintain up‑to‑date market and fund data
  • Ensure all work meets UK pensions regulatory and governance requirements

What you’ll bring

  • 2–3 years’ experience in investment, pensions or a related field
  • IMC, CFA Level 1 or actuarial equivalent
  • Strong Excel and analytical capability
  • Excellent organisation, attention to detail and communication
  • A proactive approach and ability to work to tight governance deadlines

Reference: 123162

Any salary advertised is for search purposes only.

Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications.

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Company: www.sammons.co.uk
Apply for the Pensions Investment Analyst
Location: Wales
Job Description:

Looking to develop your investment career within the UK pensions sector? Join a supportive team where you’ll help deliver high‑quality investment services to DB and DC pension scheme clients.

What you’ll do

  • Produce regular performance and governance reports for pension schemes
  • Support consultants with investment strategy design and monitoring
  • Coordinate asset transfers and liaise with fund managers
  • Prepare materials for trustee and governance meetings
  • Gather, analyse and maintain up‑to‑date market and fund data
  • Ensure all work meets UK pensions regulatory and governance requirements

What you’ll bring

  • 2–3 years’ experience in investment, pensions or a related field
  • IMC, CFA Level 1 or actuarial equivalent
  • Strong Excel and analytical capability
  • Excellent organisation, attention to detail and communication
  • A proactive approach and ability to work to tight governance deadlines

Reference: 123162

Any salary advertised is for search purposes only.

Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications.

#J-18808-Ljbffr…

Posted: May 17th, 2026