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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
- Aware of ESG and sustainability considerations within investment decision-making
Senior Analyst / Investment Analyst, Real Estate in City of London employer: JSS
Contact Detail:
JSS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Analyst / Investment Analyst, Real Estate in City of London
✨Tip Number 1
Network like a pro! Reach out to professionals in the real estate investment sector on LinkedIn. Join relevant groups and engage in discussions to get your name out there and show your interest.
✨Tip Number 2
Prepare for interviews by brushing up on your analytical skills. Be ready to discuss how you've monitored portfolio performance or managed risk metrics in past roles. Use specific examples to showcase your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds!
✨Tip Number 4
Apply through our website for the best chance at landing that Senior Analyst role! We love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Analyst / Investment Analyst, Real Estate 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 skills, like your analytical capabilities and familiarity with tools like Excel or Bloomberg. 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 real estate investments and how your background aligns with our needs. Be sure to mention your experience with portfolio performance monitoring and risk metrics, as these are key for us.
Showcase Your Communication Skills: Since strong communication is crucial for this role, make sure your application reflects that. Use clear and concise language, and if possible, include examples of how you've effectively communicated complex data to senior stakeholders in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining StudySmarter!
How to prepare for a job interview at JSS
✨Know Your Numbers
As a Senior 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. This will show that you can handle the responsibilities of the role.
✨Master the Art of Communication
Strong communication is key for this position. Prepare to articulate your insights clearly and concisely. Think about how you can present complex information in a way that senior stakeholders can easily understand. Practising your responses out loud can help you sound more confident during the interview.
✨Show Your ESG Awareness
Given the emphasis on ESG considerations in investment decision-making, be prepared to discuss your understanding of sustainability in investments. Bring examples of how you've incorporated ESG factors into your analysis or decision-making processes in previous roles.
✨Demonstrate Your Organisational Skills
This role requires managing multiple workstreams independently. Be ready to share examples of how you've successfully juggled various tasks in a small team environment. Highlight your structured approach to work and any tools or methods you use to stay organised.