Investment Analyst

Edenbrook; Aylesbury; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading investment firm in Aylesbury is seeking a talented Investment Analyst to deliver high-quality reporting and contribute to investment governance. The role requires strong analytical skills, advanced Excel proficiency, and a collaborative approach. If you enjoy working with data and have a passion for investments, we would love to hear from you.

Qualifications

• Advanced knowledge of Microsoft Office, especially Excel.
• Experience in investment, actuarial, or accounting with analytical responsibilities.
• Understanding of financial assets and investment instruments.

Responsibilities

• Deliver high-quality investment reporting on a monthly, quarterly, and yearly basis.
• Analyze investment portfolios to produce Management Information.
• Support governance processes and assist with investment-related projects.

Skills

Strong numerical skills

Analytical mindset

Written and verbal communication

Team collaboration

Tools

Microsoft Excel

Job description

We are looking for a talented and detail-oriented Investment Analyst to join our client's investment team. In this role, you’ll be responsible for delivering high-quality investment reporting, providing portfolio analysis, and supporting governance processes. This is an excellent opportunity to work closely with senior leadership, gain exposure to a wide range of investment activities, and contribute to strategic decision-making.

Key Responsibilities

• Deliver month-end, quarter-end, and year-end investment reporting.
• Analyse investment portfolios and produce high-quality Management Information.
• Prepare and deliver periodic reports to internal governance forums.
• Support investment governance meetings and liaise with external parties as required.
• Assist with ongoing investment-related projects.
• Work closely with the Chief Investment Officer and the wider team.
• Comply with all relevant FCA and PRA conduct standards and Consumer Duty rules.

Core Competencies

• Strong numerical skills with high attention to detail.
• Ability to analyse datasets and produce clear, insightful reports.
• Strong written and verbal communication skills.
• Problem-solving mindset with a proactive approach to learning.
• Collaborative team player with flexibility during busy reporting periods.
• Ability to organise and prioritise workloads effectively.
• Capable of working both independently and as part of a team.
• Comfortable working under pressure to meet tight deadlines.

Experience & Qualifications

• Advanced knowledge of Microsoft Office, particularly Excel.
• Understanding of financial assets, investment instruments (equities, bonds, futures, funds, etc.), and investment principles.
• Previous experience in an investment, actuarial, or accounting role with analytical responsibilities.

If you’re passionate about investments, enjoy working with data, and thrive in a dynamic environment, we’d love to hear from you.