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- Tasks: Analyse investment portfolios and deliver insightful reports to governance forums.
- Company: Join a dynamic investment team focused on excellence and innovation.
- Benefits: Enjoy flexible working options and opportunities for professional growth.
- Why this job: Be part of a collaborative culture that values your input and development.
- Qualifications: Must be numerate, detail-oriented, and proficient in Excel with analytical experience.
- Other info: Ideal for those eager to learn and thrive under pressure.
The predicted salary is between 36000 - 60000 £ per year.
- Delivery of month end, quarter and year end investment reporting.
- Provide analysis of investment portfolios.
- Production of quality Management Information.
- Responsible for delivery of periodic reports to internal control/ governance forums.
- Supporting investment governance meetings and liaison with third parties where required.
- Supporting ongoing projects.
- Support the wider investment team and CIO as required.
- Comply with the FCA’s conduct (and senior conduct) and Consumer Duty rules and the PRA’s conduct (and senior manager conduct) standards as set out
- Notify the regulator(s) of matters reasonably expected to be notified.
- Delivery of month end, quarter and year end investment reporting.
- Provide analysis of investment portfolios.
- Production of quality Management Information.
- Responsible for delivery of periodic reports to internal control/ governance forums.
- Supporting investment governance meetings and liaison with third parties where required.
- Supporting ongoing projects.
- Support the wider investment team and CIO as required.
- Comply with the FCA’s conduct (and senior conduct) and Consumer Duty rules and the PRA’s conduct (and senior manager conduct) standards as set out
- Notify the regulator(s) of matters reasonably expected to be notified.
Core Competencies
- Numerate and accurate with a keen eye for detail.
- Ability to work with data sets, perform analyst and produce MI.
- Good communication skills, both verbal and written, as well as problem solving skills.
- Clear desire to develop and involve your technical knowledge and hands on investment and reporting exposure.
- Team player, with highly flexible approach to work especially during reporting periods.
- Ability to organise and prioritise workloads.
- Accurately plan and produce work and report progress against agreed schedules and tolerances to stakeholders.
- Expectation to be able to work independently as well as playing a key role within the team.
- Ability to work under pressure and produce results within tight timescales.
Experience and Qualifications
- Advanced working knowledge of Microsoft Office, especially Excel.
- Knowledge of financial assets, instruments (e.g. equities, bonds, futures, fund structures etc.) and investment theories.
- Previous experience within investments, actuarial or accounting in an analytical role.
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Investment Analyst employer: Utmost International
Contact Detail:
Utmost International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst
✨Tip Number 1
Familiarise yourself with the latest investment reporting standards and regulations, especially those set by the FCA and PRA. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and governance.
✨Tip Number 2
Brush up on your Excel skills, focusing on advanced functions and data analysis techniques. Being able to showcase your proficiency in handling large data sets will be a significant advantage during the selection process.
✨Tip Number 3
Network with professionals in the investment sector, particularly those who have experience in analytical roles. Engaging in conversations about industry trends and challenges can provide valuable insights and potentially lead to referrals.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed tight deadlines and produced quality reports in previous roles. Highlighting your ability to work under pressure will resonate well with our team’s expectations.
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment analysis, reporting, and financial instruments. Use specific examples that demonstrate your numeracy, attention to detail, and ability to work with data sets.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and how your skills align with the job description. Mention your experience with investment governance meetings and your understanding of FCA and PRA standards.
Showcase Communication Skills: Since good communication is key for this role, provide examples in your application that illustrate your verbal and written communication skills. This could include experiences where you presented reports or collaborated with teams.
Highlight Problem-Solving Abilities: Include instances where you've successfully solved problems or improved processes in previous roles. This will demonstrate your analytical skills and your ability to work under pressure, which are crucial for the Investment Analyst position.
How to prepare for a job interview at Utmost International
✨Showcase Your Analytical Skills
As an Investment Analyst, your ability to analyse investment portfolios is crucial. Be prepared to discuss specific examples of how you've successfully analysed data in the past and the impact it had on decision-making.
✨Demonstrate Attention to Detail
Given the importance of accuracy in investment reporting, highlight your keen eye for detail. You might want to share instances where your attention to detail helped avoid potential issues or improved reporting quality.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating complex financial concepts clearly and concisely, as you may need to explain your analyses to stakeholders who may not have a financial background.
✨Prepare for Technical Questions
Expect questions related to financial assets and instruments. Brush up on your knowledge of equities, bonds, and investment theories, and be ready to discuss how these relate to the role you're applying for.