Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Analyse investment data and support senior consultants in delivering top-notch advice.
- Company: Established investment consulting team based in Cardiff.
- Benefits: Collaborative environment, strong training, 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; analytical skills and proactive attitude required.
- Other info: Perfect for those early in their investment or actuarial careers.
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.
The role
- Support senior investment consultants in delivering high-quality advice and reporting to pension scheme clients.
- Research and analyse investment data using a range of sources including fund manager reports and market commentary.
- Produce clear, accurate performance and monitoring reports, including analysis of asset allocation, risk and volatility.
- Support trustee meetings by preparing papers, attending meetings and producing minutes and action logs.
- Liaise with fund managers and help organise client meetings and review sessions.
- Assist with investment transitions, including cost analysis, risk assessment and transition reporting.
- Help maintain investment databases and ensure data quality and accuracy.
- Support wider projects such as ALM, LDI and de-risking analysis, and draft client advice reports.
What they’re looking for
- 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 Cardiff employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst (Pensions) in Cardiff
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment and pensions field on LinkedIn. Join relevant groups, attend webinars, and don’t be shy about asking for informational interviews. It’s all about making connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by brushing up on your analytical skills and understanding of investment concepts. Practice common interview questions related to pensions and investments, and think of examples from your experience that showcase your skills. We want you to shine!
✨Tip Number 3
Showcase your passion for the industry! During interviews, express your interest in investment research and client interaction. Talk about any relevant projects or coursework that demonstrate your analytical abilities and attention to detail. Let them see your enthusiasm!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare and land that dream job. Plus, applying directly shows your commitment and makes it easier for us to keep track of your application.
We think you need these skills to ace Investment Analyst (Pensions) in Cardiff
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 interactions, 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. Be genuine and let your personality come through – we love seeing enthusiasm!
Showcase Your Analytical Skills: Since this role involves a lot of data analysis, make sure to mention any specific tools or methodologies you’re familiar with. Whether it's Excel, financial modelling, or research techniques, we want to know how you approach problem-solving.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Numbers
Brush up on your analytical skills and be ready to discuss specific investment data. Familiarise yourself with key metrics related to pensions and investments, as you might be asked to interpret or analyse data during the interview.
✨Showcase Your Communication Skills
Since this role involves client interaction, practice explaining complex concepts in simple terms. Prepare examples of how you've effectively communicated findings or reports in previous roles or projects.
✨Research the Company and Its Clients
Understand the firm’s approach to investment consulting and their client base. Being able to discuss their recent projects or market commentary will show your genuine interest and help you stand out.
✨Prepare for Scenario Questions
Think about potential scenarios you might face in the role, such as preparing for a trustee meeting or analysing a fund manager's report. Be ready to explain how you would handle these situations, demonstrating your proactive and organised approach.
