At a Glance
- Tasks: Support the CIO and Investment Team with analysis, reporting, and operational tasks.
- Company: Join a global insurance company with a strong investment team.
- Benefits: Enjoy private medical cover, 25 days holiday, and a bonus scheme.
- Other info: Flexible working options available after probation and opportunities for professional development.
- Why this job: Gain expertise in financial markets while making a real impact in investment governance.
- Qualifications: 2+ years in finance or investment, strong analytical skills, and a desire for growth.
The predicted salary is between 50000 - 70000 £ per year.
The Investment Analyst supports the CIO and wider Investment Team, providing analytical, operational and reporting support across a broad range of investment activities.
Working closely with finance, treasury, risk, legal and other business functions, the Investment Analyst plays a key role in ensuring accurate investment data, regulatory compliance and effective investment governance, while developing expertise in financial markets, insurance investing and investment systems.
- Job responsibilities
- Supporting the CIO and Broader Investment Team
- Working in a 10 person investment team in a global insurance company
- Strong growth potential for the role over time as the team develops
- Working closely with the team as a generalist on various topics/projects
- Build reporting packs for the team and for various boards and committees
- Assisting in monthly PNL Analysis & financial budgeting
- Build strong working knowledge of custody portals and trade settlements
- Building and maintaining Investment dashboards in Aladdin, Clearwater, Bloomberg
- Ensuring systems accurately reflect investment data on compliance monitoring
- Maintaining a dashboard to monitor compliance with Collateral requirements
- Role is predominantly office based. Possibility for flexible working for up to two days a week following probation period
- Investment Manager Relationships
- Assist the Team in managing relationships with external investment managers
- Assist with review & implementation of new managers, IMAs, fund documentation and KYC
- Assist with monitoring and reporting of manager performance. Prepare materials for Quarterly Reviews, board packs. Coordinate manager meetings and calls.
- Interaction with other group functions
- Liaising with finance and treasury on all investment related matters
- Assist treasury with cash management/liquidity needs
- Assist other functions (eg risk, internal audit, legal) on investment related matters
- Job requirements
Experience
- Desire to pursue a career in Insurance Investing
- Minimum 2-years’ experience of working in a finance or investment function
- Strong analytical background
- Commercial knowledge of insurance investing
- Regulatory knowledge
- Advanced Excel, Insurance Accounting System (eg Clearwater), Bloomberg (desirable)
- Studying or intending to study towards an appropriate qualification (eg Chartered Financial Analyst)
- Be a strong user of MS Office, and have a keen interest in developing AI solutions
- Knowledge
- Understanding of financial markets and investing
- Understanding of insurance regulatory environments
- Commercial acumen
Skills
- Investment Analysis
- Diligence and accuracy
- Interpersonal
- Decision making
- Information Technology
We believe in taking care of our team and helping our employees thrive both professionally and personally.
Our benefits include
- Private Medical and Dental cover – Comprehensive Private Medical and Dental Insurance schemes with Bupa
- Health and Wellness – including access to our Employee Assistance Programme, Headspace subscription, Mental Health First aiders at each site, up to five funded counselling sessions per year,
- annual health check-up and eye test voucher
- Wellbeing Allowance – Can be used towards either physical or mental health wellbeing activities
- 25 days’ holiday per year – plus bank holidays and office closure on Christmas Eve. Holiday entitlement increases with length of service
- Bonus scheme – dependent on achieving individual, department and company goals
- Pension – a non-contributory defined contribution pension scheme
- Life Assurance – provides a lump sum 10 x your salary
- Permanent Health Insurance Scheme – scheme pays benefits during a prolonged period of illness or disability lasting more than 26 weeks
- Parental Leave – Enhanced Maternity, Paternity and Shared Parental Leave policy
- Training and development – Company funding for professional qualifications that would be beneficial for your role
- Volunteering and charity – triple matching donations made independently or via our Give As You Earn scheme, Give A and two paid volunteering days per year to help give back to our local communities
- Cycle To Work Scheme – a tax efficient way to purchase a bicycle
- Interest Free Travel Loan – to assist with commuting costs
- Travel Insurance – business and personal travel
- Sports and Social – active sports and social committee that organizes subsidised events
We encourage applications from everyone regardless of disability.
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Investment Analyst employer: riverstone international
RiverStone Group is an exceptional employer that prioritises a supportive and collaborative work culture, fostering professional growth and development for its employees. Located in a dynamic environment, the company offers comprehensive benefits, including competitive salaries and opportunities for career advancement, making it an ideal place for those seeking meaningful and rewarding employment in compliance and complaints management.
