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- Tasks: Analyse investment data and support client meetings with actionable insights.
- Company: Established investment consulting team in Cardiff with a collaborative culture.
- Benefits: Gain broad exposure, strong support, and clear development opportunities.
- Why this job: Make a real impact in pensions investment while developing your analytical skills.
- Qualifications: Degree in a numerical subject; analytical skills and communication are key.
- Other info: Dynamic role mixing analysis, projects, and client interaction for long-term growth.
The predicted salary is between 28800 - 48000 £ per year.
Location: Cardiff. We are working with a well-established investment consulting team looking to add an Investment Analyst to support their growing pensions and investment advisory work. This is a great role if you enjoy analysis, research and client-facing work, and want exposure across a broad range of investment projects.
Responsibilities
- Researching and analysing investment data using a range of sources including fund manager reports and market commentary
- Producing clear, accurate performance and monitoring reports, including analysis of asset allocation, risk and volatility
- Supporting trustee meetings by preparing papers, attending meetings and producing minutes and action logs
- Liaising with fund managers and helping organise client meetings and review sessions
- Assisting with investment transitions, including cost analysis, risk assessment and transition reporting
- Helping maintain investment databases and ensuring data quality and accuracy
- Supporting wider projects such as ALM, LDI and de-risking analysis, and drafting client advice reports
What they are looking for / Qualifications
- A degree (or equivalent) in a numerical or analytical subject such as maths, economics, finance or similar
- Some experience or understanding of investments, pensions or actuarial work (helpful but not essential)
- Strong analytical skills and attention to detail
- Good written and verbal communication skills
- A proactive, organised approach and the ability to juggle deadlines
- An interest in developing professionally and studying towards relevant qualifications
Why consider it?
- Broad exposure across pensions investment work rather than a narrow niche
- A collaborative team environment with strong support and training
- A role that genuinely mixes analysis, projects and client interaction
- Clear development opportunities as the investment function continues to grow
If you want something that’s more than just spreadsheet work, with real client impact and long-term progression, this one’s worth a look.
Investment Analyst (Pensions) employer: Eames Consulting
Contact Detail:
Eames Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst (Pensions)
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment and pensions field on LinkedIn. Join relevant groups, engage in discussions, and don’t be shy to ask for informational interviews. It’s all about making connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its recent projects. Be ready to discuss how your analytical skills can contribute to their investment strategies. Practise common interview questions and have your own questions ready to show your interest.
✨Tip Number 3
Showcase your analytical skills through real-life examples. Whether it’s a project from university or a personal investment analysis, be prepared to discuss how you approached the problem, what data you used, and the outcome. This will demonstrate your capability and passion for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for talented individuals who are eager to learn and grow. Keep an eye on our job postings and make sure your application stands out by tailoring it to the specific role.
We think you need these skills to ace Investment Analyst (Pensions)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Investment Analyst role. Highlight any analytical work, client interaction, or relevant projects you've been involved in. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment analysis and how your background aligns with our needs. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Analytical Skills: Since this role involves a lot of research and data analysis, be sure to mention specific examples where you've successfully used these skills. Whether it's through coursework or previous jobs, we want to know how you tackle complex problems.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Eames Consulting
✨Know Your Numbers
As an Investment Analyst, you'll be dealing with a lot of data. Brush up on your analytical skills and be prepared to discuss how you've used data in past roles. Familiarise yourself with key investment metrics and be ready to explain their significance.
✨Research the Company
Dive deep into the company’s investment philosophy and recent projects. Understanding their approach to pensions and investments will not only impress them but also help you tailor your answers to align with their values and goals.
✨Prepare for Client Interaction
Since this role involves client-facing work, think about your communication style. Be ready to share examples of how you've effectively communicated complex information to clients or stakeholders in the past. Practice articulating your thoughts clearly and confidently.
✨Show Your Proactive Side
The job description highlights the need for a proactive approach. Think of instances where you've taken initiative in previous roles, whether it was leading a project or suggesting improvements. Be prepared to discuss these experiences to demonstrate your organisational skills and ability to juggle deadlines.
