At a Glance
- Tasks: Manage a £3bn investment portfolio and support strategic initiatives.
- Company: Join the Medical Protection Society, a leading not-for-profit for healthcare professionals.
- Benefits: Enjoy flexible working, competitive salary, bonuses, and extensive perks like private medical cover.
- Why this job: Make a real impact in finance while promoting inclusivity and personal growth.
- Qualifications: Bachelor’s degree or strong A levels; CFA or similar certifications preferred.
- Other info: Diverse and supportive work culture with career development opportunities.
The predicted salary is between 56000 - 84000 £ per year.
Contract: Permanent, Full Time (Flexible)
Salary: c£70,000+ (Dependent on Experience)
Make an Impact on a £3bn Investment Portfolio
We are seeking a capable and motivated Senior Investment Analyst to join our dynamic Investment team. Supporting the Chief Investment Officer, you’ll play a key role in working with a diverse and complex £3bn portfolio, spanning a range of asset classes and strategies. This is an exciting opportunity for a talented individual to develop their skills whilst making a difference across both strategic and operational aspects of institutional portfolio management.
What you will be doing:
- Overseeing the fund managers, and their mandates.
- Understanding performance drivers and attribution, and opportunities and risks being managed across the portfolio.
- Working with third parties, systems, data, own research etc, to interpret, or to produce reports and papers for senior stakeholders.
- Advising on, and implementing, strategic, tactical, investment, and operational initiatives to improve portfolio outcomes.
What you will bring:
- Likely Bachelor’s degree in Finance, Economics, Business, or a related field, or very strong A levels.
- Achieved, or working towards, professional certifications such as CFA (Chartered Financial Analyst) or equivalent.
- Demonstrable track record in analysing financial data sets and forming well-grounded commentary and/or recommendations.
- Experience in various asset classes, including equities, fixed income, credit, private markets, real estate, and alternatives.
- Previous experience of designing or providing performance reports for oversight committees across complex investment portfolios.
We welcome applicants from all backgrounds. We celebrate diversity, promote inclusivity and strive to create a work environment which ensures everyone can be heard.
Alongside a competitive salary, you will also receive:
- Up to 20% discretionary annual bonus.
- Annual performance-related pay review.
- 11% pension contribution (3% from you, 8% from us – optional additional matched 3% contributions, e.g. 6% from you, 11% from us).
- 25 days annual leave plus flexible bank holidays (option to buy/sell additional 5 days).
- Private Medical Cover.
- Career development and progression opportunities.
- A truly flexible hybrid-working arrangement.
- A culture that promotes inclusivity, wellbeing and rewards hard work.
- 6x salary death in service.
- A personal GP service enabling you to get a video consultation with a NHS-registered private GP.
- Employee Assistance Programme.
- A range of shopping discounts from major high-street retailers.
Who We Are:
The Medical Protection Society (MPS) is the world’s leading protection organisation for Doctors, Dentists and healthcare professionals. We protect and support the professional interests of almost 300,000 Members around the world. We are a not-for-profit organisation, meaning our Members’ premiums are kept safe should our Members require support for complaints or claims arising from professional practice, or invested into bettering the organisation, our colleagues and our products. Our philosophy is to support safe practice in medicine and dentistry by helping to avert problems in the first place. We also actively campaign for regulatory and legal reforms that benefit Members and the wider healthcare professions. To do this, we need colleagues who are trusted and supported to deliver their best work, whether that be through leadership development, fully-funded training courses or peer-to-peer support. We want our colleagues to feel empowered enough to deliver positive change, display ambition to push themselves and are determined when faced with a challenge, whilst ensuring our Member’s best interests are at the core.
Next Steps:
If you are interested in finding out more, looking for a new role and want to join an organisation that truly values its employees, take a look at the role profile to find out more about the role to apply.
Senior Investment Analyst employer: Medical Protection Society
Contact Detail:
Medical Protection Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Analyst
✨Tip Number 1
Network with professionals in the investment sector, especially those who have experience with large portfolios. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in investment analysis.
✨Tip Number 2
Familiarise yourself with the specific asset classes mentioned in the job description, such as equities, fixed income, and private markets. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 3
Prepare to discuss your previous experiences in analysing financial data sets and how you've contributed to performance reporting. Be ready to provide examples that showcase your analytical skills and ability to make informed recommendations.
✨Tip Number 4
Research the Medical Protection Society and its mission. Understanding their values and how they support healthcare professionals will allow you to align your answers during interviews and show that you're genuinely interested in contributing to their goals.
We think you need these skills to ace Senior Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment analysis, particularly with diverse asset classes. Use specific examples that demonstrate your ability to oversee fund managers and analyse financial data.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the organisation. Discuss how your background aligns with the responsibilities of overseeing a £3bn portfolio and your understanding of performance drivers.
Highlight Relevant Qualifications: Clearly mention any professional certifications you have or are working towards, such as CFA. This shows your commitment to the field and enhances your credibility as a candidate.
Showcase Your Analytical Skills: Provide examples of past experiences where you successfully analysed financial data sets and made recommendations. This will demonstrate your capability to contribute to strategic and operational initiatives.
How to prepare for a job interview at Medical Protection Society
✨Know Your Portfolio
Familiarise yourself with the £3bn investment portfolio and its various asset classes. Be prepared to discuss how different strategies impact performance and risk, as well as any recent trends in the market that could affect the portfolio.
✨Demonstrate Analytical Skills
Showcase your ability to analyse financial data sets by preparing examples of past analyses you've conducted. Be ready to explain your thought process and how your recommendations have led to improved outcomes in previous roles.
✨Prepare for Technical Questions
Expect technical questions related to investment strategies, performance attribution, and risk management. Brush up on key concepts and be ready to discuss how you would approach advising on strategic initiatives.
✨Highlight Your Certifications
If you're working towards or have achieved professional certifications like the CFA, make sure to mention them. Discuss how these qualifications have equipped you with the skills necessary for the role and how they can benefit the team.