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- Tasks: Support investment portfolio management and provide insightful analysis for senior stakeholders.
- Company: Dynamic insurance firm offering hybrid working options in London.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity to study towards professional qualifications like CFA or IMC.
- Why this job: Join a team making impactful investment decisions while developing your analytical skills.
- Qualifications: Experience in investment analysis and strong analytical capabilities required.
The predicted salary is between 65000 - 75000 £ per year.
The Investment Analyst will work alongside the Head of Investments to support the effective oversight and ongoing management of the investment portfolio. The role includes monitoring portfolio performance, risk measures and exposures, providing clear analysis and commentary for senior stakeholders.
You will support reviews of portfolio positioning against strategic asset allocation and investment limits. You will assist with external investment oversight, including preparing materials for review meetings. This includes reviewing performance data, risk information and ESG disclosures, as well as supporting research into managers, funds and asset classes within approved parameters.
The position also supports the preparation of investment papers, briefing notes and analysis for the Head of Investments, CFIO and Investment Committee. You will contribute to asset allocation reviews, modelling and comparative analysis, and support the ongoing development of investment policies, guidelines and governance documentation.
Strong communication is key, with responsibility for producing concise reporting for senior management, committees and the Board, and working closely with finance and risk teams to ensure investment insights are embedded across the wider business.
Experience & Capability
- Experience in investment analysis, insurance investments, asset management or a related financial field
- Strong analytical capability, with the ability to interpret complex data and present clear, practical insights
- Experience monitoring portfolio performance, risk metrics and exposures
- Exposure to working with external investment managers and/or multi‑asset portfolios
- Comfortable working with analytical tools such as Excel, Bloomberg, Clearwater or similar systems
- Ability to manage multiple workstreams independently within a small team environment
Personal Profile & Requirements
- Studying towards, or willing to study towards, a professional qualification such as CFA, IMC or similar
- Experience gained within an insurance or regulated investment environment is advantageous
- Strong attention to detail with a structured and organised approach to work
- Clear written and verbal communication skills, with confidence engaging senior stakeholders
- Awareness of ESG and sustainability considerations within investment decision‑making
Investment Analyst in City of London employer: JSS
Contact Detail:
JSS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst in City of London
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment field on LinkedIn or at industry events. We can’t stress enough how valuable personal connections can be in landing that dream role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of portfolio management and risk metrics. We recommend practising common interview questions and having your own insightful questions ready to impress those senior stakeholders.
✨Tip Number 3
Showcase your analytical skills! Bring examples of your work with data analysis or investment insights to the table. We want to see how you interpret complex information and present it clearly.
✨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 in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight your experience in investment analysis and any relevant qualifications like CFA or IMC. We want to see how your skills match what we're looking for!
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 makes you a great fit for our team. Keep it concise but impactful, and don’t forget to mention your interest in ESG considerations.
Showcase Your Analytical Skills: In your application, be sure to showcase your analytical capabilities. Mention any tools you’re comfortable with, like Excel or Bloomberg, and provide examples of how you've interpreted complex data in the past. We love seeing clear, practical insights!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Plus, it shows us you’re serious about joining StudySmarter!
How to prepare for a job interview at JSS
✨Know Your Numbers
As an Investment Analyst, you'll be dealing with complex data and performance metrics. Brush up on your analytical skills and be ready to discuss specific examples of how you've monitored portfolio performance or interpreted risk measures in the past.
✨Master the Art of Communication
Strong communication is key for this role. Prepare to articulate your insights clearly and concisely. Think about how you can present complex information in a way that senior stakeholders will appreciate. Practise summarising your thoughts before the interview.
✨Show Your ESG Awareness
With a focus on sustainability, it's crucial to demonstrate your understanding of ESG considerations in investment decision-making. Be prepared to discuss how you've incorporated these factors into your analysis or how they influence your investment strategies.
✨Familiarise Yourself with Tools
You'll likely be using analytical tools like Excel and Bloomberg. Make sure you're comfortable with these systems and can discuss how you've used them in previous roles. If you have experience with Clearwater or similar platforms, highlight that too!