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- Tasks: Support investment portfolio management and provide insightful analysis for senior stakeholders.
- Company: Dynamic insurance firm offering hybrid working options.
- 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
- 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 London employer: JSS
Contact Detail:
JSS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst in 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 analytical skills and understanding of portfolio management. We recommend practising common interview questions and scenarios related to investment analysis to show you’re ready to hit the ground running.
✨Tip Number 3
Showcase your communication skills! When discussing your experience, focus on how you’ve effectively communicated insights to senior stakeholders. We want to see how you can make complex data digestible for decision-makers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Investment Analyst in 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: Since this role involves a lot of data interpretation, make sure to showcase your analytical skills in your application. Mention any tools you’re familiar with, like Excel or Bloomberg, and provide examples of how you've used them to derive 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, we love seeing applications come directly from our site!
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. Practice summarising complex information into digestible points, as you’ll need to present findings to senior stakeholders and committees.
✨Showcase Your Research Skills
Be prepared to discuss your experience with external investment managers and asset classes. Bring examples of your research into funds or managers, and how that has influenced your investment decisions. This will demonstrate your proactive approach and analytical capability.
✨Stay Current on ESG Trends
With a focus on sustainability, it’s crucial to be aware of ESG considerations in investment decision-making. Familiarise yourself with recent trends and regulations in this area, and be ready to discuss how they impact investment strategies during your interview.