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Senior Investment Analyst

  • Location:

    Edinburgh

  • Sector:

    Investments, Life Insurance, Pensions, Actuarial

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Naomi McGee

  • Contact email:

    Naomi.Mcgee@oliverjames.com

  • Job ref:

    JOB-062025-281054_1749655241

  • Published:

    1 day ago

  • Expiry date:

    2025-07-11

In this role, you'll contribute to shaping investment strategies, supporting multi-asset propositions, and delivering analysis that helps drive good outcomes for customers. This is an exciting opportunity to grow your expertise in a collaborative and purpose-driven environment.

A leading financial services organisation is seeking a Senior Actuarial Trainee to join its investment team. The successful candidate will support the development and review of investment strategies and multi-asset fund propositions, while also contributing to strategic investment projects.

Key Responsibilities:

  • Conduct technical analysis to assess and refine investment strategies.

  • Review new fund proposals and contribute to investment decision-making.

  • Provide insightful interpretation of complex data to stakeholders.

  • Support continuous improvement of processes and documentation.

Key Competencies:

  • Strong analytical and problem-solving skills.

  • Ability to communicate complex ideas clearly in verbal and written form.

  • Collaborative mindset with attention to detail.

  • Capable of challenging existing approaches constructively.

Experience & Qualifications:

  • Progressing toward actuarial qualification or holding CFA Level 1 (or above).

  • Solid understanding of investment markets and strategies, especially for Defined Contribution pensions.

  • Familiarity with life and pensions products is essential.

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