At a Glance
- Tasks: Analyse investment data and support client meetings with actionable insights.
- Company: Established investment consulting team in Cardiff with a collaborative culture.
- Benefits: Strong training, professional development, and clear career progression opportunities.
- Why this job: Gain broad exposure to pensions investment work with real client impact.
- Qualifications: Degree in a numerical subject and strong analytical skills.
- Other info: Dynamic role mixing analysis, projects, and client interaction.
The predicted salary is between 36000 - 60000 £ 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) in London employer: Eames Consulting
Contact Detail:
Eames Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst (Pensions) in London
✨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 hesitate to ask for informational interviews. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its recent projects, especially in pensions and investments. We recommend practising common interview questions and even some technical ones related to asset allocation and risk assessment. Confidence is key!
✨Tip Number 3
Showcase your analytical skills! Bring along examples of your previous work or projects where you’ve analysed data or produced reports. We want to see how you think and approach problems, so be ready to discuss your thought process.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a thank-you email expressing your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you top of mind. And remember, apply through our website for the best chance!
We think you need these skills to ace Investment Analyst (Pensions) in London
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 getting to know the real you!
Showcase Your Analytical Skills: Since this role involves a lot of research and data analysis, make sure to mention any specific tools or methodologies you’re familiar with. We appreciate candidates who can demonstrate their analytical prowess and attention to detail.
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 updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Eames Consulting
✨Know Your Numbers
Brush up on your analytical skills and be ready to discuss specific investment data. Familiarise yourself with key metrics like asset allocation, risk, and volatility, as these will likely come up in conversation.
✨Research the Company
Dive into the company’s background, especially their approach to pensions and investment advisory work. Understanding their recent projects or client interactions can give you a leg up and show your genuine interest.
✨Prepare for Client Interaction
Since this role involves liaising with fund managers and attending trustee meetings, practice articulating your thoughts clearly. Think of examples where you've successfully communicated complex information in a straightforward way.
✨Show Your Proactive Side
Demonstrate your organisational skills by discussing how you manage multiple deadlines. Share examples of how you've taken initiative in past roles, especially in research or analysis, to highlight your proactive approach.