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- Tasks: Shape investment strategies and analyse multi-asset propositions daily.
- Company: Join a leading financial services organisation with a purpose-driven culture.
- Benefits: Enjoy a collaborative environment and opportunities for professional growth.
- Why this job: Make a real impact on customer outcomes while developing your expertise.
- Qualifications: Progressing towards actuarial qualification or holding CFA Level 1 is essential.
- Other info: Ideal for those passionate about investment markets and strategies.
The predicted salary is between 43200 - 72000 £ per year.
In this role, you'll contribute to shaping investment strategies, supporting multi-asset propositions, and delivering analysis that helps drive good outcomes for customers. This is an exciting opportunity to grow your expertise in a collaborative and purpose-driven environment.
A leading financial services organisation is seeking a Senior Actuarial Trainee to join its investment team. The successful candidate will support the development and review of investment strategies and multi-asset fund propositions, while also contributing to strategic investment projects.
Key Responsibilities:- Conduct technical analysis to assess and refine investment strategies.
- Review new fund proposals and contribute to investment decision-making.
- Provide insightful interpretation of complex data to stakeholders.
- Support continuous improvement of processes and documentation.
- Strong analytical and problem-solving skills.
- Ability to communicate complex ideas clearly in verbal and written form.
- Collaborative mindset with attention to detail.
- Capable of challenging existing approaches constructively.
- Progressing toward actuarial qualification or holding CFA Level 1 (or above).
- Solid understanding of investment markets and strategies, especially for Defined Contribution pensions.
- Familiarity with life and pensions products is essential.
Senior Investment Analyst employer: Oliver James
Contact Detail:
Oliver James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Analyst
✨Tip Number 1
Network with professionals in the investment sector, especially those who are already working as analysts or in similar roles. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in investment strategies.
✨Tip Number 2
Stay updated on current market trends and investment strategies by following relevant financial news outlets and publications. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've used analytical skills to solve problems in previous roles. Be ready to explain your thought process and the impact of your decisions on investment outcomes.
✨Tip Number 4
Familiarise yourself with the company's investment philosophy and recent projects. Tailoring your discussions during interviews to reflect an understanding of their approach can set you apart from other candidates.
We think you need these skills to ace Senior Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Senior Investment Analyst role. Emphasise your analytical abilities, problem-solving skills, and any experience with investment strategies or multi-asset propositions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment analysis and your understanding of the financial services industry. Mention specific experiences that demonstrate your ability to communicate complex ideas clearly and your collaborative mindset.
Highlight Relevant Qualifications: Clearly state your progress towards actuarial qualifications or CFA Level 1 (or above) in your application. This will show your commitment to the field and your readiness for the responsibilities of the role.
Showcase Your Analytical Skills: In your application, provide examples of how you've conducted technical analysis or contributed to investment decision-making in previous roles. Use specific metrics or outcomes to illustrate your impact.
How to prepare for a job interview at Oliver James
✨Showcase Your Analytical Skills
As a Senior Investment Analyst, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've conducted technical analysis in the past and how it has influenced investment strategies.
✨Communicate Clearly
You'll need to interpret complex data for stakeholders. Practice explaining intricate concepts in simple terms, both verbally and in writing, to demonstrate your ability to communicate effectively.
✨Demonstrate Collaboration
This role requires a collaborative mindset. Share experiences where you worked as part of a team to achieve a common goal, highlighting your attention to detail and constructive approach to challenging existing methods.
✨Know Your Investment Markets
Familiarity with investment markets and strategies is essential. Brush up on current trends and be ready to discuss how they relate to Defined Contribution pensions and life and pensions products during your interview.
