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Investment Analyst

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