Job Description
Investment Analyst - London
Salary: Up to £75,000
Location: London
Working Pattern: Hybrid
Type: Permanent
An excellent opportunity for an Investment Analyst to join a growing investment function within a leading insurance business.
The role will focus on investment reporting, portfolio monitoring, regulatory requirements and investment operations, working closely with Finance, Risk and Actuarial teams.
Key Responsibilities
- Produce investment and portfolio reporting covering performance, returns, risk and holdings
- Support regulatory reporting, including Solvency II and Lloyd's requirements
- Prepare reporting packs, dashboards and analysis for senior stakeholders
- Monitor portfolios against investment, risk and liquidity limits
- Support daily investment operations, cash flow forecasting and reconciliations
- Work with external investment managers, custodians and service providers
- Identify opportunities to improve reporting, data quality and processes
About You
- Experience in an analytical investment
- Insurance experience required
- Lloyd's experience would be a strong advantage
- Strong Excel skills
- Experience with Power BI, SQL or Python desirable
- Understanding of investment data, portfolio reporting and risk analysis
- Degree in Finance, Economics, Mathematics or a related subject
- CFA or IMC desirable
Salary: Up to £75,000
Location: London | Hybrid
Type: Permanent
Investment Analyst in London employer: Oliver James
At Oliver James, we pride ourselves on being an exceptional employer, offering a vibrant work culture that fosters collaboration and innovation in the heart of London. Our commitment to employee growth is evident through tailored development programmes and opportunities to engage with senior stakeholders, ensuring that you not only contribute to impactful capital projects but also advance your career in a supportive environment. Join us to be part of a forward-thinking team where your contributions are valued and your professional journey is nurtured.
