At a Glance
- Tasks: Support investment portfolio management and produce insightful reporting for key stakeholders.
- Company: Join Chaucer, a leading insurance group at Lloyd’s with a global presence.
- Benefits: Flexible working arrangements, competitive salary, and a commitment to diversity.
- Other info: Collaborate with a diverse team and enjoy excellent career growth opportunities.
- Why this job: Make a real impact in the financial markets while growing your career in a dynamic environment.
- Qualifications: Minimum 3 years in investment portfolio management; strong analytical and technical skills required.
The predicted salary is between 63000 - 77000 £ per year.
This role is primarily responsible for supporting the management of Chaucer’s investment portfolio. This includes investment reporting, manager oversight, portfolio management, investment analysis and risk management.
Main duties
- Investment Reporting
- Produce performance and asset allocation reporting to Deputy Head of Investments.
- Produce investment related MI reporting including to the following stakeholders: CFO, Exec Team, Finance & Investment Committee, Boards.
- Produce investment related reporting to China Re including all regular reporting and ad-hoc requests.
- Produce regulatory and statutory investment related reporting including Lloyd’s returns, group financial statements, local returns.
- Ensure all investment related data in the investment accounting software and general ledger is accurate.
- Investment Strategy
- Provide an in-depth macroeconomic view for US, UK and Eurozone markets and related impact on investment products held and potential asset classes.
- Carry out analysis and reporting, including scenario analysis, modelling the impact of changes to asset allocations.
- Produce relevant papers seeking approval from Boards, Finance & Investment Committee, Execs, parent company as required to approve any strategy changes.
- Investment Risk
- Manage the portfolio to the Investment Risk Framework and Appetite and regulatory restrictions.
- Produce all investment risk metrics and related reporting.
- Ensure all portfolios are compliant with risk and regulatory metrics.
- Support the asset liability management process.
- Third Party Managers
- Support oversight of managers including performance, compliance, execution, and controls.
- Support analysis for any changes in mandates/IMAs up to execution.
- Support any RFP process as and when required.
- Suggest and instruct trade instructions to investment managers or custodians, ensuring trades are completed.
- Other responsibilities
- Work closely within the Investment & Treasury team to understand future capital and cash flow needs and adjust the investment portfolio accordingly.
- Work closely with the Risk Team for all investment related metrics and risk considerations.
Our requirements
- Essential
- Minimum 3 years’ experience working in investment portfolio management within financial markets, investment or insurance industry, having first-hand experience of Investment analytical reporting.
- Desirable
- Lloyd’s of London investment management experience.
Technical skills
- In depth knowledge of investment markets and products.
- Excellent coding, Excel, PowerPoint, report writing, Bloomberg skills.
Education & Experience
- Numerically orientated - P/Q Actuary, Accountant or CFA (long standing experience will be accepted).
Personal skills
- Highly motivated and confident individual with positive work ethic.
- Excellent at managing own workload and working on own initiative.
Chaucer is a leading insurance group at Lloyd’s, the world’s specialist insurance market. We help protect industries around the world from the risks they face. Our customers include major airlines, energy companies, shipping groups, global manufacturers and property groups. Our headquarters are in London, and we have international offices in Bermuda, Copenhagen, Dubai and Singapore to be closer to our clients across the world. Chaucer is committed to diversity, actively values difference and respects people regardless of the protected characteristics which are outlined in the Equality Act 2010 (UK legislation) as a result of the Equal Treatment Directive 2006 (EU legislation). A diverse workforce and an inclusive workplace are core to our success as a business and integral to our winning strategy and culture. We recruit from the widest available pool of talent, and our hiring, assessment and selection process is fair, free from bias and one which ensures we select the right person for the job, based on merit. We are committed to promoting a culture that actively values difference, and recognises that everyone has the right to be treated with dignity and respect throughout their employment. We are open to considering flexible working arrangements for all roles and encourage you to outline your needs during the interview process.
London Senior Investments Analyst employer: Chaucer Syndicates Ltd
Chaucer is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide ample opportunities for professional development and a culture that values diversity and inclusion. Our focus on continuous improvement and support for flexible working arrangements makes Chaucer an attractive choice for those seeking meaningful and rewarding careers in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land London Senior Investments Analyst
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Chaucer Syndicates Ltd, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Chaucer Syndicates Ltd.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Chaucer Syndicates Ltd.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Chaucer Syndicates Ltd, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace London Senior Investments Analyst
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Chaucer Syndicates Ltd want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Chaucer Syndicates Ltd.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Chaucer Syndicates Ltd will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Chaucer Syndicates Ltd. Numbers speak louder than words!
How to prepare for a job interview at Chaucer Syndicates Ltd
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Chaucer Syndicates Ltd want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withChaucer Syndicates Ltd.
