Investment Analyst

HFG Insurance Recruitment; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

HFG Insurance Recruitment is partnering with a leading specialist insurer in the London market to appoint an Investment Analyst to join its Finance and Investments team. The role offers exposure to portfolio management, investment strategy and senior decision-making, reporting to the Head of Investments, with a focus on monitoring performance and risk.

The successful candidate will bring hands-on investment analysis experience, preferably within the London market, and hold or be pursuing

Qualifications

• Previous hands-on experience in investment analysis.
• Exposure to portfolio monitoring, investment research or performance analysis.
• Excellent Excel skills and understanding of asset allocation.
• Experience in the London insurance market is highly desirable.
• Familiarity with external investment managers or multi-asset portfolios is a plus.
• Strong communication and ability to work independently.
• Pursuing or completed CFA/IMC or equivalent qualification.

Responsibilities

• Monitor portfolio performance, risk metrics and asset exposures.
• Support senior stakeholders with portfolio positioning and asset allocation.
• Conduct due diligence on external investment managers and funds.
• Prepare investment reports and recommendations for committees.
• Assist with investment modelling and scenario analysis.
• Collaborate with Finance, Actuarial and Risk teams on governance and planning.

Skills

Analytical thinking

Advanced Excel

Portfolio monitoring

Investment research

Communication skills

Education

CFA/IMC or equivalent (pursuing or completed)

Tools

Bloomberg

Clearwater

Job description

We are working with a leading specialist insurer in the London market that is looking to appoint an Investment Analyst to join its Finance and Investments team.

This is an excellent opportunity for an analytically driven investment professional to work closely with the Head of Investments, gaining exposure to portfolio management, investment strategy and senior-level decision-making.

The successful candidate will have previous hands-on experience within investment analysis, ideally gained within the London insurance market or a wider asset management environment.

Key Responsibilities

• Monitor investment portfolio performance, risk metrics and asset exposures, producing regular analysis and reporting.

• Support the Head of Investments with portfolio positioning, strategic asset allocation and investment research.

• Conduct due diligence and ongoing reviews of external investment managers, funds and asset classes.

• Prepare investment reports, presentations and recommendations for senior management, the Investment Committee and Board.

• Assist with investment modelling, scenario analysis and strategic decision-making.

• Work closely with Finance, Actuarial and Risk teams to support investment governance and business planning.

Requirements

• Essential: Previous experience working in investment analysis, with demonstrable exposure to portfolio monitoring, investment research or investment performance analysis.

• Highly desirable: Experience within the London insurance market, particularly within an insurer's investment function.

• Strong analytical capabilities and advanced Excel skills.

• Understanding of investment portfolios, asset allocation and financial markets.

• Exposure to Bloomberg, Clearwater or similar investment platforms would be advantageous.

• Experience working with external investment managers or multi-asset portfolios is desirable.

• Working towards, or having completed, a CFA, IMC or equivalent professional qualification.

• Strong communication skills and the ability to work independently within a small team.

The Opportunity

This position offers the chance to join an established specialist insurer and work directly with senior investment stakeholders. You will gain exposure to a broad range of investment activities, from portfolio analysis and external manager oversight to strategic investment decisions.