Investment Analyst

Edenbrook; Aylesbury; On-site; GBP 42,000 - 56,000; Full time

Job summary

A financial services firm in Aylesbury is seeking a detail-oriented Investment Analyst to deliver investment reporting and provide portfolio analysis. The role involves collaborating with senior leadership and supporting investment governance processes. Ideal candidates should possess strong analytical skills and previous experience in an investment-related role. This position offers an excellent opportunity for professional growth and contribution to strategic decision-making.

Qualifications

• Advanced knowledge of Microsoft Office, particularly Excel.
• Understanding of financial assets and investment instruments.
• Previous experience in an investment or analytical role.

Responsibilities

• Deliver month-end, quarter-end, and year-end investment reporting.
• Analyse investment portfolios and produce high-quality reports.
• Support investment governance meetings.
• 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 FCA and PRA conduct standards and Consumer Duty rules.

Skills

Numerical skills

Data analysis

Communication skills

Problem-solving

Team collaboration

Organisational skills

Tools

Microsoft Excel

PowerPoint

Job description

Base pay range

This range is provided by Edenbrook. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Overview

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.

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.

Job details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Analyst
• Industry: Insurance and Financial Services