At a Glance
- Tasks: Lead investment performance analysis and reporting, ensuring accuracy and compliance.
- Company: Join Lloyd's, the world's leading insurance marketplace with a focus on innovation.
- Benefits: Competitive salary, professional development, and a diverse, inclusive work environment.
- Other info: Opportunity for career growth and collaboration with senior stakeholders.
- Why this job: Shape the future of investment oversight in a respected financial institution.
- Qualifications: Experience in investment performance and strong analytical skills required.
The predicted salary is between 63000 - 77000 £ per year.
Lloyd’s is the world’s leading insurance and reinsurance marketplace, bringing together the world’s leading risk takers to advance global progress. Our strategy is focused on delivering strong underwriting performance, operating an efficient and flexible marketplace, and maximising the capital advantage of the Lloyd’s market — while continuing to build a Lloyd’s we are proud of.
Within Lloyd's Treasury & Investment Management (LTIM), we oversee a diverse range of investment and treasury activities for both Lloyd's and the wider Lloyd's market. As we continue a significant transformation journey, including the implementation of strategic investment platforms and reporting capabilities, we are looking for an experienced investment professional to join our Investment Performance, Risk & Oversight team.
We are seeking a Senior Analyst to play a key role in the delivery, oversight and continuous improvement of investment performance, attribution, valuation and regulatory reporting across Lloyd's investment portfolios. This is an exciting opportunity for an analytically minded investment professional to combine technical expertise, stakeholder engagement and process improvement in a highly visible role. You will work at the intersection of investment performance, regulatory reporting, data quality and strategic change initiatives, helping shape the future of investment reporting and oversight within Lloyd's.
Key responsibilities include:
- Leading the production, review and delivery of investment performance, attribution, valuation and reporting outputs.
- Supporting the delivery of Solvency II and investment-related regulatory reporting requirements.
- Reviewing investment data, calculations, reconciliations and reporting outputs to ensure accuracy and control.
- Acting as a senior technical point of contact for analysts and stakeholders.
- Preparing investment performance and risk analysis for senior internal committees and decision makers.
- Partnering with investment managers, custodians, auditors, data providers and system vendors to resolve issues and improve reporting processes.
- Serving as a subject matter expert for Aladdin performance and reporting capabilities.
- Supporting strategic transformation initiatives, including Aladdin enhancements and broader reporting change programmes.
- Investigating complex data, valuation, benchmark and performance issues and recommending solutions.
- Maintaining a strong control environment and supporting internal and external audit activities.
We're looking for someone who combines strong investment knowledge with a passion for continuous improvement and delivering high-quality reporting. You will likely have:
Essential Experience:
- Experience within investment performance, portfolio analysis, investment reporting, operations or regulatory reporting.
- Experience producing or reviewing investment performance and attribution reporting.
- Strong understanding of investment valuation principles and investment data flows.
- Experience working with a broad range of asset classes.
- Proven ability to investigate and resolve complex reporting or data issues.
- Experience engaging with senior stakeholders and external providers.
- Aladdin experience across performance measurement, attribution, reporting, benchmarks or data management.
- Excellent analytical and problem-solving skills.
- Strong attention to detail and commitment to maintaining robust controls.
Desirable Experience:
- Knowledge of Solvency II, Pillar 3, QAD or similar regulatory reporting requirements.
- Experience supporting change initiatives, including requirements gathering, testing and process implementation.
- Experience working with large datasets and reporting tools.
- Knowledge of Power Query, SQL, Python or similar analytical tools.
- Experience with SAP Business Objects.
- Knowledge of Aladdin by Blackrock.
Qualifications:
You will likely hold a degree in a numerate discipline or possess equivalent professional experience. We would also welcome candidates who are working towards, or interested in pursuing:
- ACA or ACCA
- CFA
- CIPM
Why Join Lloyd's?
This role offers the opportunity to:
- Influence investment reporting and oversight across one of the world's most respected financial institutions.
- Work on market-leading investment platforms and transformation programmes.
- Collaborate with senior stakeholders across investments, finance and risk.
- Develop deep expertise in performance measurement, regulatory reporting and investment oversight.
- Contribute to strategic initiatives that are shaping the future operating model of investment management at Lloyd's.
Being inclusive at Lloyd’s is integral to how we work — and how we deliver impact.
We aim to build a diverse, inclusive environment that reflects the global markets we serve, where everyone is treated with dignity and respect and supported to reach their full potential. We take the risk by challenging traditional thinking and being proactive about inclusion. That means being open and positive about workplace adjustments, prioritising health and wellbeing, and investing in diversity and inclusion training so everyone feels able to contribute and succeed.
We make things happen by turning our commitment into action. Through employee networks, mentoring, volunteering opportunities and sustained investment in professional development, we create an environment where inclusion is experienced day‐to‐day — not just talked about.
We own the outcome by focusing on impact. By bringing together diverse perspectives and the best minds in the industry, we work collaboratively with underwriters and brokers to create innovative, responsive solutions that share risk and solve complex problems across global markets.
Lead Analyst, Investment Performance, Risk & Oversight employer: Lloyd’s Europe
At Lloyd's, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of London. Our commitment to employee growth is evident through continuous professional development opportunities and a culture that values diversity and inclusion, ensuring every voice is heard. Join us to tackle complex global challenges alongside industry experts while contributing to a marketplace that prioritises integrity and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Lead Analyst, Investment Performance, Risk & Oversight
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Lloyd’s Europe. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Lead Analyst, Investment Performance, Risk & Oversight
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Lloyd’s Europe.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Lloyd’s Europe's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Lloyd’s Europe
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Lloyd’s Europe.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Lloyd’s Europe will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Lloyd’s Europe employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
