Insurance Investment Analyst - Multi-Asset & ESG
Insurance Investment Analyst - Multi-Asset & ESG

Insurance Investment Analyst - Multi-Asset & ESG

Full-Time 50000 - 65000 £ / year (est.) No home office possible
Oliver James

At a Glance

  • Tasks: Monitor portfolio performance, conduct research, and prepare investment analyses.
  • Company: Join Oliver James, a leading firm in insurance investments.
  • Benefits: Competitive salary, professional development, and a dynamic work environment.
  • Other info: Great opportunity for career growth in a supportive team.
  • Why this job: Make an impact in the investment world while focusing on ESG considerations.
  • Qualifications: Experience in investment analysis, Excel proficiency, and CFA progress required.

The predicted salary is between 50000 - 65000 £ per year.

Oliver James is seeking an Investment Analyst to join their insurance investment function in Greater London. This role supports the Head of Investments and involves monitoring portfolio performance, conducting research, and preparing investment analyses.

The ideal candidate will have:

  • Experience in investment analysis
  • Proficiency in Excel
  • The ability to manage multiple priorities

Progress towards a CFA or similar qualification is required, alongside a solid understanding of ESG considerations.

Insurance Investment Analyst - Multi-Asset & ESG employer: Oliver James

At Oliver James, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Greater London. Our commitment to employee growth is evident through tailored development programmes and support for professional qualifications like the CFA, ensuring our team members thrive in their careers while contributing to impactful investment strategies with a focus on ESG principles.
Oliver James

Contact Detail:

Oliver James Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Insurance Investment Analyst - Multi-Asset & ESG

✨Tip Number 1

Network like a pro! Reach out to professionals in the investment field, especially those who work in insurance or ESG. A friendly chat can lead to valuable insights and even job leads.

✨Tip Number 2

Show off your skills! Prepare a portfolio of your investment analyses or any relevant projects you've worked on. This will give you an edge during interviews and show that you're serious about the role.

✨Tip Number 3

Stay updated on market trends and ESG developments. Being knowledgeable about current events will not only help you in interviews but also demonstrate your passion for the industry.

✨Tip Number 4

Apply through our website! We make it easy for you to showcase your talents and connect with us directly. Plus, it shows you're genuinely interested in joining our team.

We think you need these skills to ace Insurance Investment Analyst - Multi-Asset & ESG

Investment Analysis
Portfolio Performance Monitoring
Research Skills
Investment Analysis Preparation
Proficiency in Excel
Multi-Priority Management
CFA Progress or Similar Qualification
Understanding of ESG Considerations

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in investment analysis and any relevant qualifications like CFA progress. We want to see how your skills align with the role, so don’t be shy about showcasing your Excel prowess!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about multi-asset investments and ESG considerations. We love seeing genuine enthusiasm, so let your personality come through.

Showcase Your Research Skills: In your application, mention specific examples of how you've conducted research or analysed portfolios in the past. We’re looking for candidates who can demonstrate their analytical abilities and attention to detail.

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 don’t miss out on any important updates from us during the process!

How to prepare for a job interview at Oliver James

✨Know Your Numbers

Make sure you brush up on your investment analysis skills, especially in relation to multi-asset portfolios. Be prepared to discuss specific examples of how you've monitored portfolio performance and conducted research in the past.

✨Excel is Your Best Friend

Since proficiency in Excel is a must, practice using advanced functions and data analysis tools. You might be asked to demonstrate your skills during the interview, so having a few tricks up your sleeve will definitely impress.

✨ESG Matters

Given the focus on ESG considerations, be ready to talk about your understanding of these principles. Research current trends and be prepared to discuss how they impact investment decisions, as this shows you're not just knowledgeable but also passionate about responsible investing.

✨Prioritisation is Key

This role requires managing multiple priorities, so think of examples from your past where you've successfully juggled tasks. Be ready to explain your approach to prioritising work and how you ensure deadlines are met without compromising quality.

Insurance Investment Analyst - Multi-Asset & ESG
Oliver James

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