At a Glance
- Tasks: Support investment portfolio management and provide analysis for senior stakeholders.
- Company: Dynamic insurance firm with a focus on innovation and sustainability.
- Benefits: Competitive salary, hybrid working options, and professional development opportunities.
- Other info: Opportunity to study towards professional qualifications like CFA or IMC.
- Why this job: Join a team making impactful investment decisions in a collaborative environment.
- Qualifications: Experience in investment analysis and strong analytical skills 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 Slough employer: JSS
Contact Detail:
JSS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst in Slough
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment field on LinkedIn or at industry events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your analytical skills and understanding of portfolio management. Be ready to discuss how you’ve tackled complex data and provided insights in past roles.
✨Tip Number 3
Showcase your communication skills! Practice explaining your analysis clearly and concisely, as you’ll need to impress senior stakeholders with your reporting and presentations.
✨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 Slough
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 strong analytical capability is key for this role, make sure to include examples of how you've interpreted complex data in previous roles. We love seeing clear insights that demonstrate your ability to monitor portfolio performance and risk metrics.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 analysis in a few sentences.
✨Familiarise Yourself with ESG Factors
Given the emphasis on ESG considerations, make sure you understand how these factors influence investment decisions. Be prepared to discuss your views on sustainability in investments and any relevant experience you have in this area.
✨Showcase Your Technical Skills
You'll likely be using tools like Excel and Bloomberg, so be ready to demonstrate your proficiency. Consider preparing a brief example of how you've used these tools in previous roles to analyse data or support investment decisions.