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- Tasks: Manage asset portfolios and support investment strategies for Policyholder Funds.
- Company: Join a leading investment client in the heart of Edinburgh or London.
- Benefits: Enjoy hybrid working with just two days on-site each week.
- Why this job: Be part of a dynamic team impacting policyholder outcomes in a reputable firm.
- Qualifications: Experience in asset management, fund research, and investment markets is essential.
- Other info: CFA/SIE qualification is a plus; work with top-tier internal and external teams.
The predicted salary is between 48000 - 84000 £ per year.
Hybrid Working - Edinburgh / London - 2 days a week on site. Lorien's leading Investment client is looking for a Senior Investment Analyst to join our Policyholder Investment office team Asset Management function. This is a key role in the team, responsible for asset portfolio management of Policyholder Funds, covering all aspects of investment, manager research, fund performance analysis, stakeholder management, stewardship, and development. This role is based in Edinburgh OR London.
Key Responsibilities:
- Work with and support Portfolio Management, Manager Research & Partnership team and Policyholder Performance Reporting team in delivering optimal policyholder outcomes across the Unit Linked and With Profits fund universe.
- Support on investment strategy, performance, portfolio construction and manager change as it relates to Policyholder Funds.
- Senior Stakeholder management to include representation at governance forums, committees as required.
- Key day-to-day interface with internal teams including those within Pensions & Savings, Finance, Compliance, Investment Operations, Risk and Actuarial.
- Interface with external asset management partners where required.
- Responsible for BAU and ad hoc issues affecting Policyholder business.
Key Requirements:
- Previous experience in insurance, pensions, asset management and highly regulated environments.
- Fund research experience (Funds and Fund Managers).
- In-depth knowledge and experience of investment markets, investment strategy and fund management methodologies, gained in the asset management industry.
- Understanding of all aspects of investment management, investment operations, regulatory environment, evolution, policyholder outcomes and product types.
- Experience and knowledge of investment management operating models and structures through to fund structures and asset classes across equities, fixed income, and alternatives (illiquid) and their application in Policyholder funds and products.
- Experience of Morningstar, Direct, FinXI or Similar.
- CFA/SIE Qualified would be a nice addition.
Senior Investment Analyst employer: Lorien
Contact Detail:
Lorien Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Analyst
✨Tip Number 1
Network with professionals in the investment management industry, especially those who have experience in insurance and pensions. Attend industry events or webinars to connect with potential colleagues and learn more about the latest trends and challenges in the field.
✨Tip Number 2
Familiarise yourself with the specific asset management tools mentioned in the job description, such as Morningstar and FinXI. Consider taking online courses or tutorials to enhance your proficiency in these platforms, as this will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Prepare to discuss your previous experiences in stakeholder management during interviews. Think of specific examples where you successfully navigated complex relationships or contributed to governance forums, as this is a key aspect of the role.
✨Tip Number 4
Stay updated on current market trends and regulatory changes affecting the investment landscape. Being knowledgeable about recent developments will not only help you in interviews but also show that you are proactive and engaged in your field.
We think you need these skills to ace Senior Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in insurance, pensions, and asset management. Emphasise your knowledge of investment markets and fund management methodologies, as these are crucial for the Senior Investment Analyst role.
Craft a Strong Cover Letter: In your cover letter, address how your previous roles have prepared you for this position. Mention specific experiences related to portfolio management, stakeholder engagement, and investment strategy that align with the job description.
Highlight Relevant Skills: Clearly outline your skills in fund research, performance analysis, and regulatory environments. If you have experience with tools like Morningstar or FinXI, make sure to include that as well, as it will strengthen your application.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects attention to detail, which is essential for a role that involves managing complex investment portfolios.
How to prepare for a job interview at Lorien
✨Research the Company and Role
Before your interview, make sure to thoroughly research the company and the specific role of Senior Investment Analyst. Understand their investment strategies, recent performance, and how they manage policyholder funds. This will help you tailor your answers and show genuine interest.
✨Prepare for Technical Questions
Given the technical nature of this role, be ready to discuss your experience with fund research, investment strategies, and portfolio management. Brush up on key concepts related to asset classes, regulatory environments, and performance analysis to demonstrate your expertise.
✨Showcase Stakeholder Management Skills
Highlight your experience in managing senior stakeholders and working collaboratively with various teams. Be prepared to provide examples of how you've successfully navigated governance forums or committees, as this is a crucial aspect of the role.
✨Ask Insightful Questions
At the end of the interview, ask thoughtful questions about the company's investment philosophy, team dynamics, or future challenges in the asset management space. This not only shows your enthusiasm but also helps you assess if the company is the right fit for you.
