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For Companies At a Glance
- Tasks: Analyse investments, monitor portfolios, and support strategic decision-making in a collaborative team.
- Company: Established insurance investment function with a focus on innovation and teamwork.
- Benefits: Gain valuable experience, competitive salary, and opportunities for professional growth.
- Other info: Join a dynamic team with exposure to multi-asset portfolios and ESG considerations.
- Why this job: Make an impact in the investment world while working with diverse asset classes.
- Qualifications: Experience in investment analysis and strong analytical skills required.
The predicted salary is between 50000 - 70000 £ per year.
An opportunity for an Investment Analyst to join an established insurance investment function, supporting the Head of Investments across portfolio oversight, research, and strategic decision-making. This role offers broad exposure to multi-asset portfolios, external manager oversight, and investment governance within a collaborative team environment.
Key Responsibilities
- Monitor portfolio performance, risk metrics, and exposures, producing regular reporting for senior stakeholders
- Support portfolio positioning and asset allocation analysis
- Conduct research on external managers, funds, and asset classes
- Assist with due diligence, including performance analysis and ESG considerations
- Prepare investment papers, analysis, and recommendations for committees
- Produce clear reporting for senior management and governance forums
- Work closely with finance, actuarial, and risk teams
Requirements
- Experience within an insurance investment function is essential
- Background in investment analysis, asset management, or a related field
- Strong analytical skills with the ability to interpret and present complex data
- Proficiency in Excel and investment tools such as Bloomberg or similar
- Ability to manage multiple priorities in a small team environment
- Progress towards CFA, IMC, or similar qualification
- Experience working with external investment managers and multi-asset portfolios
- Understanding of ESG and sustainable investment considerations
Candidates must have the right to work in the UK.
Investment Analyst employer: Oliver James
Contact Detail:
Oliver James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who work in insurance or asset management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of ESG and sustainable investments. Be ready to discuss how these factors influence portfolio performance and decision-making. Show them you’re not just a numbers person but also care about the bigger picture!
✨Tip Number 3
When you get an interview, don’t just talk about your skills—bring examples! Share specific instances where you’ve monitored portfolio performance or conducted research on external managers. This will help you stand out as a candidate who can hit the ground running.
✨Tip Number 4
Finally, apply through our website! We love seeing candidates who are proactive and engaged. Plus, it’s a great way to ensure your application gets the attention it deserves. Let’s get you that Investment Analyst role!
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight your experience in insurance investment functions and any relevant analytical skills. We want to see how your background aligns with our needs!
Showcase Your Skills: Don’t forget to showcase your proficiency in Excel and any investment tools you’ve used, like Bloomberg. We love seeing candidates who can interpret complex data and present it clearly, so make that shine through!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for this role. Share your passion for investment analysis and mention any experience with ESG considerations. Let your personality come through!
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. We can’t wait to hear from you!
How to prepare for a job interview at Oliver James
✨Know Your Numbers
As an Investment Analyst, you'll be dealing with complex data and performance metrics. Brush up on your analytical skills and be ready to discuss specific examples of how you've interpreted data in the past. Familiarise yourself with key financial ratios and metrics relevant to the role.
✨Research is Key
Dive deep into the company’s investment strategies and recent portfolio performance. Understand their approach to ESG considerations and be prepared to discuss how you can contribute to their goals. Showing that you've done your homework will impress the interviewers.
✨Excel Like a Pro
Since proficiency in Excel is crucial for this role, make sure you're comfortable with advanced functions and data analysis tools. Be ready to demonstrate your skills, perhaps even through a practical test or by discussing past projects where you used Excel to drive insights.
✨Show Your Collaborative Spirit
This role involves working closely with various teams, so highlight your teamwork experience. Share examples of how you've successfully collaborated with finance, actuarial, or risk teams in the past. Emphasising your ability to work well in a small team environment will resonate with the interviewers.