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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 firm with a strong investment function.
- Benefits: Competitive salary, professional development, and exposure to multi-asset portfolios.
- Other info: Opportunity to work closely with finance and risk teams in a dynamic environment.
- Why this job: Gain hands-on experience in investment analysis and make impactful decisions.
- 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 in London employer: Oliver James
Contact Detail:
Oliver James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who work in insurance. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of multi-asset portfolios and ESG considerations. We recommend practising common interview questions and having your own questions ready to show your interest.
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've interpreted complex data in past roles. We love seeing candidates who can present their findings clearly and effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who want to make an impact in the investment space.
We think you need these skills to ace Investment Analyst in London
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!
Research and Reflect: Take some time to research our company and the role. Reflect on how your experience with external managers and multi-asset portfolios can contribute to our team. This will help you stand out in your application!
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’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Oliver James
✨Know Your Numbers
As an Investment Analyst, you'll be dealing with a lot of data. Brush up on your analytical skills and be ready to discuss how you've interpreted complex data in the past. Familiarise yourself with key metrics and performance indicators 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 at Excel
Since proficiency in Excel is crucial for this role, make sure you're comfortable with advanced functions and data analysis tools. Consider preparing a small example or case study to demonstrate your skills during the interview.
✨Show Your Collaborative Spirit
This role involves working closely with various teams, so highlight your teamwork experience. Be ready to share examples of how you've successfully collaborated with finance, actuarial, or risk teams in the past, and how you can bring that collaborative mindset to their team.