At a Glance
- Tasks: Provide strategic investment analysis and support portfolio management activities.
- Company: Join TPT Retirement Solutions, a leading workplace pensions provider with over 75 years of experience.
- Benefits: Enjoy a competitive salary, performance bonuses, pension scheme, and training opportunities.
- Why this job: Make a real impact on investment strategies and help clients secure their financial futures.
- Qualifications: Experience in investment analysis and strong communication skills are essential.
- Other info: Be part of an innovative team focused on continuous improvement and professional growth.
The predicted salary is between 28800 - 48000 ÂŁ per year.
TPT Investment Management are seeking an enthusiastic and analytical Investment Analyst to join our growing team. In this pivotal role, you will provide strategic investment analysis to support TPTIM’s objectives and contribute to the development and delivery of our investment services. You will play a key part in ensuring our processes and strategies enable effective decision‑making and support our mission to deliver value to our clients.
You Will Be Responsible For:
- Assisting with portfolio management activities and contributing to the development, implementation, and maintenance of TPTIM’s investment strategy.
- Contributing to asset and manager research activities within the Investment Team.
- Assisting in the evaluation and selection of investment managers by analysing performance, risk characteristics, ESG integration, and alignment with TPTIM’s investment objectives.
- Encouraging new ideas and constructively challenging existing processes and approaches to foster continuous improvement.
- Supporting new business activities through insightful analysis to inform investment strategy development.
- Supporting the Investment Management Team in the day‑to‑day oversight of portfolios, ensuring alignment with strategic objectives and client requirements.
Governance and Reporting:
- Documenting analytical work to ensure clear audit trails and accessible, well‑organised data storage.
- Supporting the continuous improvement of our reporting processes to enhance quality, consistency, and timeliness for both internal and external stakeholders.
Professional Development:
- Demonstrating a commitment to personal and professional growth by engaging in training and sharing knowledge with team members.
Skills & Experience, We Are Looking For:
- Experience within a fiduciary management team, in‑house occupational pension schemes investment team, investment consulting or asset management.
- Knowledge of UK DB liabilities and regulations.
- Data analysis, portfolio management, portfolio implementation and asset manager research skills.
- Understanding and experience of working with different asset classes.
- Individuals with a passion for investment analysis, and a keen interest in supporting effective decision‑making and continuous improvement.
- Experience of investment systems, including modelling, portfolio, and reporting tools, is desirable.
- Attention to detail.
- Excellent communication and interpersonal skills, able to work collaboratively with colleagues, clients, and stakeholders.
Benefits:
- Competitive salary
- Performance‑related bonus
- Pension scheme
- Sports and social events
- Training and development plan
- Flu jabs
The Company:
TPT Retirement Solutions (TPT) is one of the UK’s leading providers of workplace pensions with over 75 years experience of managing defined benefit and defined contribution pension schemes. It has £11.1 billion of assets under management (as at 30 September 2024) and 470,000 members. TPT’s mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward‑thinking organisation, investing in technology to improve the services they provide. TPT is ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.
Investment Analyst in City of London employer: Keg Wines International
Contact Detail:
Keg Wines International 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 researching TPT Investment Management thoroughly. Understand their investment strategies and recent developments. We want you to show them you’re not just another candidate, but someone who’s genuinely interested in their mission.
✨Tip Number 3
Practice your analytical skills! Be ready to discuss your approach to investment analysis and portfolio management. We suggest running through some case studies or mock interviews to sharpen your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re excited to see how you can contribute to our team and help us deliver value to our clients.
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 relevant experience, especially in fiduciary management or asset management, and showcase your analytical skills. We want to see how your background aligns with our mission at TPTIM!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for investment analysis and how you can contribute to our team. Don’t forget to mention any innovative ideas you have that could help us improve our processes.
Showcase Your Analytical Skills: In your application, be sure to highlight specific examples of your data analysis and portfolio management skills. We love candidates who can demonstrate their ability to support effective decision-making through insightful analysis.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our innovative team at TPT!
How to prepare for a job interview at Keg Wines International
✨Know Your Numbers
As an Investment Analyst, you'll need to demonstrate your analytical skills. Brush up on key financial metrics and investment performance indicators relevant to TPTIM. Be prepared to discuss how you would evaluate asset managers and their alignment with investment objectives.
✨Showcase Your Research Skills
TPTIM values thorough asset and manager research. Bring examples of past research projects or analyses you've conducted. Highlight your experience with different asset classes and how you've used data analysis to inform decision-making.
✨Emphasise Continuous Improvement
The role involves challenging existing processes and fostering improvement. Think of specific instances where you've contributed to process enhancements in previous roles. Be ready to share your ideas on how TPTIM can improve its reporting processes or investment strategies.
✨Communicate Effectively
Strong communication skills are essential for this position. Practice articulating complex investment concepts clearly and concisely. During the interview, engage with your interviewers by asking insightful questions about TPTIM’s investment strategies and governance practices.