MAIN PURPOSE OF ROLE:
The Investment Analyst supports the Head of Investments in managing the company’s investment portfolio, contributing to research, monitoring, analysis, and strategic decision making. This role plays a key part in ensuring the investment function operates with strong compliance oversight, governance and responsiveness to market and regulatory developments.
KEY RESPONSIBILITIES:
Portfolio Monitoring & Analysis
- Monitor performance, risk metrics, and exposures across the company’s investment portfolio, preparing regular dashboards and commentary for senior leadership.
- Support the Head of Investments in evaluating portfolio positioning relative to strategic asset allocation and risk constraints
Manager & Asset Class Research
- Prepare materials for manager review meetings and maintain documentation of ongoing oversight.
- Assist in due diligence processes, including reviewing manager reports, performance data, and ESG disclosures.
- Support Head of Investments on research of external investment managers, funds and asset classes within the company's investment risk appetite
Strategic Support & Decision Preparation
- Prepare investment proposals, briefing notes, and scenario analyses to support strategic decisions by the Head of Investments, CFIO and Investment Committee.
- Contribute to the development and refinement of investment policies, guidelines, and risk frameworks.
- Support the strategic asset allocation review process with data gathering, modelling, and comparative analysis.
Reporting & Communication
- Produce clear, concise investment reports for internal stakeholders, including senior management, the Investment Committee, and the Board.
- Coordinate with actuarial, finance, and risk teams to ensure investment insights are integrated into broader business planning.
- Maintain organised, accurate documentation of research, analyses, and investment decisions.
ROLE REQUIREMENTS: (Include Essential and Desirable Skills, Competencies, Experience and Qualifications)
Skills/Competencies:
- Experience in investment analysis, asset management, insurance investments, or a related financial field.
- Strong analytical skills with the ability to interpret complex data and communicate insights clearly.
- Proficiency with analytical tools (e.g., Excel, Clearwater, Bloomberg, or similar platforms).
- Ability to work independently in a small team environment, managing multiple priorities.
Qualifications:
- Progress toward CFA, IMC, or similar professional qualification.
- Preferable experience working within the investment function for other insurance companies
- Experience working with external investment managers or multi asset portfolios.
- Understanding of ESG integration and sustainability related investment considerations
