At a Glance
- Tasks: Analyse investment data and support credit risk needs in a dynamic environment.
- Company: Join a global insurance group with a strong focus on innovation.
- Benefits: Competitive salary, professional development, and exposure to diverse asset management.
- Other info: Opportunity for career growth and collaboration with industry experts.
- Why this job: Make an impact in the finance world while developing your analytical skills.
- Qualifications: 2-4 years of experience in data analysis and programming skills in Python and SQL.
The predicted salary is between 49500 - 60500 £ per year.
Woodland Partners are working exclusively with this global Insurance Group on the search for a new Investment Data Analyst.
Reporting to the Head of Investment Platform & Analytics the role has a wide exposure to Asset Managers, Credit, Data and Capital.
Specific areas of responsibility include
- Datatape and ratings: run, check and maintain a monthly investment datatape (inputs, overrides, reporting category review, BSCR and SBA fields).
Make controlled, documented changes.
Maintain ratings data, including in-house CM ratings and non-standard feeds.
- Credit data support: produce the watchlist data and the rating verification exception reports. Support credit risk data needs.
- Asset manager data: review analytics, holdings, transaction and cashflow (externally projected assets or “EPA”) files from asset managers.
Perform controls and reconciliations, and resolve queries with them.
- Actuarial deliverables: deliver the final EPA cashflow files for the actuarial software.
- Analytics development: build and maintain tools for performance, liquidity and what-if analysis, and for performance attribution and reconciliations across large volumes of transactions, holdings, security master and market data.
- Process quality: maintain documentation, tests and version control for the team's processes, ensuring compliance with model risk management policies.
- Platform evaluation: support any evaluation of, or migration to, an investment data platform.
To be considered you should have the following skillset
- Python (including pandas) and SQL used for real work. The candidate will be expected to show code they wrote and explain it.
- Comfortable with large, messy data sets: joins, reconciliations, and tracing a break to its root cause.
- Understands fixed income basics: bonds, ratings, cashflows, yield, market and book value, accrued interest.
- A control mindset: checks outputs before passing them on, documents changes, and is
- comfortable with an audit trail.
- Takes ownership: runs a monthly cycle to deadline, chases queries with asset managers, and gets things done.
- Clear written communication with non-technical colleagues.
- Insurance investment or regulatory data (e. g. BSCR, SBA, NAIC, Solvency II), structured credit or private credit.
- Git, testing, packaging and code review.
- Experience with investment management software (e. g. Bloomberg, Aladdin, Clearwater) or other asset manager data feeds.
Qualifications and Experience
2-4 years’ relevant recent experience
A degree in a quantitative subject or computer science, or a finance degree with practical programming experience.
Investment Data Analyst - Global Insurer in London employer: Woodland Partners
Join a prestigious global Insurance group that values its employees and fosters a collaborative work culture. With a focus on professional development, this role offers opportunities for growth and advancement while working alongside industry experts in a dynamic environment. Enjoy the benefits of a supportive team atmosphere and the chance to contribute to meaningful projects within the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Data Analyst - Global Insurer in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Woodland Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Data Analyst - Global Insurer in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Woodland Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Woodland Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Woodland Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Woodland Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Woodland Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Woodland Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
