Investment Analyst
Job Description
Investment Analyst - London
Salary: Up to £75,000 Location: London Working Pattern: Hybrid Type: Permanent
An excellent opportunity for an Investment Analyst to join a growing investment function within a leading insurance business.
The role will focus on investment reporting, portfolio monitoring, regulatory requirements and investment operations, working closely with Finance, Risk and Actuarial teams.
Key Responsibilities
-
Produce investment and portfolio reporting covering performance, returns, risk and holdings
-
Support regulatory reporting, including Solvency II and Lloyd's requirements
-
Prepare reporting packs, dashboards and analysis for senior stakeholders
-
Monitor portfolios against investment, risk and liquidity limits
-
Support daily investment operations, cash flow forecasting and reconciliations
-
Work with external investment managers, custodians and service providers
-
Identify opportunities to improve reporting, data quality and processes About You
-
Experience in an analytical investment
-
Insurance experience required
-
Lloyd's experience would be a strong advantage
-
Strong Excel skills
-
Experience with Power BI, SQL or Python desirable
-
Understanding of investment data, portfolio reporting and risk analysis
-
Degree in Finance, Economics, Mathematics or a related subject
-
CFA or IMC desirable Salary: Up to £75,000 Location: London Hybrid Type: Permanent
Similar Jobs
Explore similar searches
Browse more roles related to Investment Analyst.