At a Glance
- Tasks: Support the investment team with analysis, reporting, and operational tasks in a global insurance company.
- Company: Join a leading global insurance firm with a focus on innovation and teamwork.
- Benefits: Enjoy private medical cover, 25 days holiday, and a bonus scheme.
- Other info: Flexible working options after probation and opportunities for professional development.
- Why this job: Kickstart your career in insurance investing with strong growth potential and impactful projects.
- Qualifications: 2+ years in finance or investment, analytical skills, and a passion for financial markets.
The predicted salary is between 63000 - 77000 £ 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.
Responsibilities
- 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
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
Benefits
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 Management Ltd.
RiverStone Management Ltd. is an exceptional employer that fosters a collaborative and innovative work culture, where your contributions directly impact the success of our international operations. With a strong focus on employee growth, we offer comprehensive training and mentorship opportunities, allowing you to develop your skills while working alongside experienced professionals in a dynamic environment. Located in a vibrant area, our office provides a stimulating atmosphere that encourages creativity and teamwork, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
RiverStone Management Ltd. Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Analyst
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like RiverStone Management Ltd., who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like RiverStone Management Ltd..
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like RiverStone Management Ltd..
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including RiverStone Management Ltd., attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like RiverStone Management Ltd. want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to RiverStone Management Ltd..
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at RiverStone Management Ltd. will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to RiverStone Management Ltd.. Numbers speak louder than words!
How to prepare for a job interview at RiverStone Management Ltd.
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like RiverStone Management Ltd. want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withRiverStone Management Ltd..
