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- Tasks: Join our team to support investment strategy and portfolio management for policyholder funds.
- Company: Lorien is a leading investment client in the asset management sector, based in London.
- Benefits: Enjoy hybrid working with 3 days on-site and flexible work arrangements.
- Why this job: Gain hands-on experience in investment analysis while collaborating with industry experts.
- Qualifications: A broad understanding of investment management and some progress in relevant qualifications is preferred.
- Other info: This role offers a unique opportunity to engage with various stakeholders and enhance your finance career.
The predicted salary is between 28800 - 48000 £ per year.
Hybrid Working – London – 3 days a week on site. Lorien's leading Investment client is looking for a Junior Investment Analyst to join our Policyholder Investment office team in the Asset Management function. This role will be via Umbrella.
Key Responsibilities:
- Support the development and delivery of investment strategy, performance, portfolio construction, and manager change as it relates to Policyholder Funds.
- Assist in stakeholder management to include representation at governance forums, committees, and independent oversight bodies as required.
- Work with and support the Head of Portfolio Management and the wider team in delivering optimal policyholder outcomes across With Profits.
- Collaborate with Asset Management colleagues on areas such as Investment Strategy/Strategic Asset Allocation (SAA) implementation, performance analysis, and integration of Sustainability and ESG.
Key Requirements:
- Broad understanding of all investment management, investment operations, regulatory environment, evolution, policyholder outcomes, and product types.
- Knowledge of investment markets, investment strategy, and fund management methodologies as they apply to With Profits.
- Understanding of asset classes across equities, fixed income, and alternatives (illiquid) and their application.
- Experience interacting with stakeholders across multiple disciplines (e.g., Actuarial, Finance, Operations, and Risk).
- Some progress in a relevant professional qualification (or willingness to pursue) and/or applicable work experience.
- Experience working within Middle Office environments.
Seniority level: Associate
Employment type: Contract
Job function: Finance and Sales
Industries: Staffing and Recruiting
Junior Investment Analyst employer: Impellam Group
Contact Detail:
Impellam Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Investment Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in investment management and ESG integration. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role and the industry.
✨Tip Number 2
Network with professionals in the investment sector, especially those who work in asset management or have experience with policyholder funds. Attend relevant events or webinars to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare to discuss your understanding of various asset classes and their applications. Being able to articulate how equities, fixed income, and alternatives fit into investment strategies will set you apart from other candidates.
✨Tip Number 4
Showcase any relevant coursework or projects related to investment analysis or portfolio management. This practical experience can be a great conversation starter and highlight your readiness for the role.
We think you need these skills to ace Junior Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Junior Investment Analyst role. Focus on your understanding of investment management, asset classes, and any experience in stakeholder interaction.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of the job description, such as your knowledge of investment strategy and your willingness to pursue professional qualifications.
Highlight Relevant Experience: In your application, emphasise any previous roles or projects that demonstrate your understanding of investment operations and your ability to work within a team. Include examples of how you've contributed to optimal outcomes in past experiences.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the finance sector.
How to prepare for a job interview at Impellam Group
✨Research the Company and Role
Before your interview, make sure to thoroughly research the company and understand its investment strategies, especially in relation to Policyholder Funds. Familiarise yourself with their recent projects and how they align with your skills and interests.
✨Prepare for Technical Questions
Given the nature of the Junior Investment Analyst role, be ready to discuss your understanding of investment management, asset classes, and fund management methodologies. Brush up on key concepts related to equities, fixed income, and alternatives to demonstrate your knowledge.
✨Showcase Your Stakeholder Management Skills
Since the role involves interacting with various stakeholders, prepare examples from your past experiences where you successfully managed relationships or collaborated with different teams. Highlight your communication skills and ability to work across disciplines.
✨Express Your Willingness to Learn
As this position may require further professional qualifications, convey your eagerness to pursue relevant certifications. Discuss any steps you've already taken towards this goal, showing that you're proactive about your professional development.
