At a Glance
- Tasks: Support portfolio management and enhance investment reporting in a dynamic team.
- Company: Join a highly regarded insurance asset manager with a collaborative culture.
- Benefits: Competitive salary, bonus, and benefits with hybrid working options.
- Other info: Opportunity for professional growth and collaboration across finance and treasury teams.
- Why this job: Gain broad exposure in investment operations and analytics while developing your career.
- Qualifications: 2+ years in investment analysis or related fields; strong Excel skills required.
The predicted salary is between 50000 - 60000 £ per year.
Miryco Consultants are partnering with a highly regarded insurance asset manager to recruit an Investment Analyst to join their growing investment team.
This is an excellent opportunity for someone with 2+ years' investment operations, product control, investment accounting or portfolio support experience who is looking to develop their career within a sophisticated fixed income investment environment.
Working closely with the Head of Portfolio Management and wider investment team, you'll play a key role in supporting portfolio management, investment reporting and investment operations while helping to enhance reporting, controls and analytics across the investment function.
Key Responsibilities- Support the Portfolio Management team with investment accounting activities.
- Assist in the production of monthly P&L reporting, analysis and performance commentary.
- Maintain the integrity and accuracy of investment data within Clearwater Analytics.
- Develop and enhance Excel and Power BI dashboards covering portfolio composition, P&L, KPIs and management information.
- Partner with Finance and Treasury teams on investment accounting and reporting requirements.
- Book investment trades and transfers through custody platforms.
- Prepare investment reporting for Board packs and senior management.
- Monitor investment compliance and maintain the Clearwater compliance module.
- Perform monthly reconciliations between custodians and investment systems including Clearwater and Aladdin.
- Support the continual improvement of reporting processes, automation and data quality.
- 2+ years' experience in an investment analyst, investment operations, product control, investment accounting or portfolio support role.
- Experience within insurance or a strong understanding of insurance balance sheets would be highly advantageous.
- Working towards a professional qualification such as the CFA.
- Strong knowledge of fixed income investments and analytics.
- Advanced Excel skills with an interest in automation, coding and AI-enabled solutions.
- Experience with Clearwater Analytics is highly desirable.
- Exposure to BlackRock Aladdin and/or Bloomberg would be beneficial.
- Excellent analytical skills with strong attention to detail and the ability to work collaboratively across investment, finance and treasury teams.
If you're looking to join a high-performing investment team where you'll gain broad exposure across portfolio management, investment reporting and analytics, we'd love to hear from you.
Applicants who have not received a response within 10 working days should assume their application has unfortunately been unsuccessful on this occasion.
Please note our client cannot provide sponsorship for this role.
Investment Analyst/Investment Accounting - Fixed Income employer: Miryco Consultants Ltd
Miryco Consultants Ltd is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation within a high-performing implementation team. Employees benefit from professional growth opportunities through exposure to complex business change projects and corporate strategy, all while enjoying the vibrant atmosphere of Greater London.
