Investment Analyst

Investment Analyst

Full-Time 47200 - 70800 £ / year (est.) No working from home possible
ECR Global

At a Glance

  • Tasks: Support investment analysis and contribute to pricing and valuation in a collaborative environment.
  • Company: Leading FTSE 100 insurance organisation undergoing transformation.
  • Benefits: Competitive salary, strong career development, and exposure to innovative projects.
  • Other info: Dynamic role with excellent long-term career growth opportunities.
  • Why this job: Join a forward-thinking team and make an impact in the insurance investment space.
  • Qualifications: Degree in a numerical discipline; actuarial background preferred but not essential.

The predicted salary is between 47200 - 70800 £ per year.

We are partnering with a leading FTSE 100 insurance organisation undergoing significant investment and transformation across its business, culture, and product offering. As part of continued growth within the investment function, they are seeking an Actuarial Analyst to support insurer-focused investment and ALM activity.

This is an excellent opportunity to join a highly collaborative and forward‑thinking environment with strong exposure across insurance investments, annuity business, and portfolio strategy.

Key Responsibilities
  • Support annuity‑related Asset Liability Management (ALM) activity
  • Contribute to pricing, valuation, and actuarial/accounting analysis
  • Produce and enhance management information and reporting
  • Support investment analysis across relevant asset classes backing annuity liabilities
  • Work closely with internal stakeholders across actuarial, finance, and investment teams
  • Assist with regulatory and solvency‑related analysis
Experience Required
  • Experience within an insurer’s actuarial and/or finance function
  • Exposure to annuity ALM, pricing, valuation, or accounting
  • Understanding of asset classes relevant to insurance and annuity liabilities
  • Experience producing and presenting Management Information
  • Advanced Excel skills and exposure to reporting tools such as Power BI
  • Understanding of regulatory frameworks, including Solvency UK (essential), with exposure to Solvency II Europe and overseas regulations viewed favourably
  • Strong communication and stakeholder management skills
  • Effective problem‑solving, planning, and organisational capabilities
Qualifications
  • Degree in a numerical discipline preferred
  • Student actuary or newly qualified actuary preferred
  • Actuarial background advantageous but not essential for candidates with relevant insurance investment experience

£47,200 – £70,800 depending on experience and qualification level. This position offers the opportunity to join a business at the forefront of transformation within the insurance and investment space, with genuine long‑term career development potential.

If this opportunity aligns with your background and interests, I would welcome a confidential conversation.

Investment Analyst employer: ECR Global

Join a leading FTSE 100 insurance organisation that champions a collaborative and innovative work culture, offering significant opportunities for professional growth within the investment sector. With a focus on transformation and development, employees benefit from exposure to diverse asset classes and strong support for career advancement, all while working in a dynamic environment that values teamwork and strategic thinking.

ECR Global

Contact Details:

ECR Global Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Analyst

Tip Number 1

Network like a pro! Reach out to professionals in the insurance and investment sectors on LinkedIn. Join relevant groups and participate in discussions to get your name out there and show your interest in the field.

Tip Number 2

Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss asset liability management and pricing strategies confidently. We recommend practising common interview questions with a friend or using mock interview tools.

Tip Number 3

Showcase your Excel skills! Create a portfolio of projects or analyses you've done that highlight your advanced Excel capabilities. This will give you an edge when discussing your experience during interviews.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!

We think you need these skills to ace Investment Analyst

Asset Liability Management (ALM)
Pricing
Valuation
Actuarial Analysis
Management Information Production
Investment Analysis
Advanced Excel Skills

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 relevant actuarial or finance experience, especially in ALM and asset classes related to insurance.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with the company's goals. Be sure to mention your understanding of regulatory frameworks like Solvency UK.

Showcase Your Analytical Skills:Since this role involves a lot of analysis, make sure to include examples of your problem-solving abilities and any advanced Excel skills you have. If you've used reporting tools like Power BI, definitely mention that too!

Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!

How to prepare for a job interview at ECR Global

Know Your Numbers

As an Investment Analyst, you'll be dealing with a lot of numerical data. Brush up on your Excel skills and be prepared to discuss how you've used data analysis in previous roles. Think about specific examples where your analytical skills made a difference.

Understand the Regulatory Landscape

Familiarise yourself with Solvency UK and other relevant regulations. Be ready to discuss how these frameworks impact investment strategies and decision-making. Showing that you understand the regulatory environment will impress your interviewers.

Showcase Your Stakeholder Management Skills

This role involves working closely with various teams. Prepare examples of how you've effectively communicated and collaborated with different stakeholders in the past. Highlight any experiences where you successfully navigated complex team dynamics.

Prepare for Technical Questions

Expect questions related to asset classes and ALM activities. Review key concepts and be ready to explain them clearly. Practising common actuarial scenarios can help you articulate your thought process during the interview.