Investment Analyst

MERJE; Aylesbury; On-site; GBP 50,000 - 58,000; Full time

Job summary

A leading insurance company in Aylesbury is seeking an Investment Analyst to analyze investment opportunities and contribute to financial strategies. This role involves preparing comprehensive reports, market research, and ensuring compliance with regulatory standards. Ideal candidates should have strong analytical skills and experience in finance. Competitive salary up to £50k plus bonus offered.

Qualifications

• Strong analytical skills and attention to detail.
• Experience of working with data sets.
• Hands-on Investment and reporting exposure.

Responsibilities

• Conduct in-depth analysis of investment portfolios.
• Delivery of investment reporting.
• Comply with FCA’s conduct standards.

Skills

Strong analytical skills

Experience with data sets

Hands-on Investment exposure

Advanced Excel skills

Knowledge of Financial Assets

Prior analytical experience

Knowledge of the insurance industry

Tools

Microsoft Office

Job description

MERJE is excited to present an exceptional opportunity for an Investment Analyst in the insurance sector. This role offers a chance to work with a leading company in the field, contributing to their investment strategies and financial growth. The successful candidate will join a dynamic team in a challenging and rewarding environment.

Location: Aylesbury, Buckinghamshire (Office based)

Salary: Up to £50k doe plus discretionary bonus (up to 15%) + benefits

The Role:

The Investment Analyst position presents an exciting opportunity to report directly to the Chief Investment Officer and contribute to the company's financial success. This role involves analysing investment opportunities, conducting market research, and providing valuable insights to support decision-making processes.

Key Responsibilities of the Investment Analyst:

• Conduct in-depth analysis of investment portfolios, opportunities and market trends
• Delivery of Month end, quarter and year end Investment reporting
• Production of high-quality Management Information
• Delivery of periodic reports to internal control / governance forums
• Comply with the FCA’s conduct and Consumer Duty roles and the PRA’s conduct standards
• Supporting ad hoc and ongoing projects and the CIO as and when required
• Prepare comprehensive reports and presentations on investment strategies
• Collaborate with cross-functional teams to support investment decision-making

Required knowledge and experience for the Investment Analyst role:

• Strong analytical skills and attention to detail
• Experience of working with data sets and produce Management Information
• Hands on Investment and reporting exposure
• Advanced Excel and Microsoft Office experience
• Demonstrable knowledge of Financial Assets (Bonds, Equities, Fund structures) and Investment theories
• Prior experience within Investments, actuarial or Accounting within an analytical role
• Knowledge of the insurance and pensions industry

If you're an ambitious Investment Analyst looking to take your career to the next level, we want to hear from you. Apply now to join this leading insurance company and make a significant impact in the field of investment analysis.

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Applicants must be located and eligible to work in the UK without sponsorship.

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