Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support investment strategy and performance analysis for Policyholder Funds.
- Company: Join a leading investment client in the heart of London.
- Benefits: Enjoy hybrid working with 3 days on-site and flexible hours.
- Why this job: Be part of a dynamic team focused on sustainability and impactful investment strategies.
- Qualifications: Broad understanding of investment management and progress in relevant qualifications required.
- Other info: Opportunity to work with diverse stakeholders across various disciplines.
The predicted salary is between 30000 - 42000 £ per year.
Hybrid Working - London - 3 days a week on site. Lorien's leading Investment client is looking for a Junior Investment Analyst to join our Policyholder Investment office team Asset Management function. This role will be via Umbrella.
Key Responsibilities
- Support the development and delivery of investment strategy, performance, portfolio construction and manager change as it relates to Policyholder Funds.
- Assist in stakeholder management to include representation at governance forums, committees and independent oversight bodies as required.
- Work with and support Head of Portfolio Management and wider team in delivering optimal policyholder outcomes across With Profits.
- Work with Asset Management colleagues on areas such as Investment Strategy/Strategic Asset Allocation (SAA) implementation, performance analysis, and integration of Sustainability and ESG.
Key Requirements
- Broad understanding of all investment management, investment operations, regulatory environment, evolution, policyholder outcomes and product types.
- Knowledge of investment markets, investment strategy and fund management methodologies as they apply to With Profits.
- Understanding of asset classes across equities, fixed income, and alternatives (illiquid) and their application.
- Experience of interacting with stakeholders across multiple disciplines i.e. Actuarial, Finance, Operations and Risk.
- Some progress in a relevant professional qualification (or willingness to pursue) and/or applicable work experience.
- Experience of working within Middle Office environments.
Junior Investment Analyst employer: Lorien
Contact Detail:
Lorien Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Investment Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in investment management and asset allocation. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment sector, especially those who work in policyholder funds or asset management. Attend industry events or webinars to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Brush up on your knowledge of ESG (Environmental, Social, and Governance) factors as they are increasingly important in investment strategies. Being able to discuss how these factors influence investment decisions can set you apart from other candidates.
✨Tip Number 4
Prepare to demonstrate your understanding of stakeholder management. Think of examples from your past experiences where you've successfully interacted with different teams or disciplines, as this will be crucial for the role.
We think you need these skills to ace Junior Investment Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and requirements of the Junior Investment Analyst position. Familiarise yourself with investment strategies, portfolio management, and stakeholder engagement as outlined in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise any knowledge of investment management, asset classes, and your ability to work with stakeholders across various disciplines.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your understanding of investment operations and your willingness to pursue professional qualifications.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is crucial in investment roles.
How to prepare for a job interview at Lorien
✨Understand the Investment Landscape
Make sure you have a solid grasp of investment management principles, including asset classes like equities and fixed income. Familiarise yourself with current market trends and how they impact policyholder outcomes.
✨Showcase Your Analytical Skills
Be prepared to discuss your experience with performance analysis and portfolio construction. Highlight any relevant projects or coursework that demonstrate your analytical abilities and understanding of investment strategies.
✨Engage with Stakeholders
Since the role involves interacting with various stakeholders, practice articulating your thoughts clearly. Be ready to discuss how you would manage relationships across different disciplines such as Actuarial and Finance.
✨Express Your Willingness to Learn
If you’re pursuing a professional qualification, mention it during the interview. Show enthusiasm for continuous learning and how you plan to stay updated on industry developments, especially in ESG and sustainability.
