Investment Analyst
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
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
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.