Investment Analyst

Keg Wines International; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading UK pension provider in London is seeking an enthusiastic Investment Analyst to provide strategic analysis and support investment services. The ideal candidate will have experience in investment management, strong analytical skills, and attention to detail. This role offers competitive salary, performance-based bonus, and opportunities for professional development.

Benefits

Competitive salary

Performance-related bonus

Pension scheme

Sports and social events

Training and development plan

Flu jabs

Qualifications

• Experience within investment management or asset management teams.
• Knowledge of UK defined benefit liabilities and regulations.
• Strong analytical skills and understanding of asset classes.

Responsibilities

• Assist with portfolio management and investment strategy development.
• Contribute to research and evaluation of investment managers.
• Support the continuous improvement of reporting processes.

Skills

Data analysis

Portfolio management

Communication skills

Attention to detail

Tools

Investment systems

Job description

Contract Type Permanent Location London

TPT Investment Management are seeking an enthusiastic and analytical Investment Analyst to join our growing team. In this pivotal role, you will provide strategic investment analysis to support TPTIMs objectives and contribute to the development and delivery of our investment services. You will play a key part in ensuring our processes and strategies enable effective decision‑making and support our mission to deliver value to our clients.

You will be responsible for

• Assisting with portfolio management activities and contributing to the development, implementation, and maintenance of TPTIMs investment strategy.
• Contributing to asset and manager research activities within the Investment Team.
• Assisting in the evaluation and selection of investment managers by analysing performance, risk characteristics, ESG integration, and alignment with TPTIMs investment objectives.
• Encouraging new ideas and constructively challenging existing processes and approaches to foster continuous improvement.
• Supporting new business activities through insightful analysis to inform investment strategy development. Supporting the Investment Management Team in the day‑to‑day oversight of portfolios, ensuring alignment with strategic objectives and client requirements.

Governance and reporting

• Documenting analytical work to ensure clear audit trails and accessible, well‑organised data storage.
• Supporting the continuous improvement of our reporting processes to enhance quality, consistency, and timeliness for both internal and external stakeholders.

Professional development

• Demonstrating a commitment to personal and professional growth by engaging in training and sharing knowledge with team members.

Skills & experience – we are looking for

• Experience within a fiduciary management team, in‑house occupational pension schemes investment team, investment consulting or asset management.
• Knowledge of UK DB liabilities and regulations.
• Data analysis, portfolio management, portfolio implementation and asset manager research skills.
• Understanding and experience of working with different asset classes.
• Individuals with a passion for investment analysis, and a keen interest in supporting effective decision‑making and continuous improvement.
• Experience of investment systems, including modelling, portfolio, and reporting tools, is desirable.
• Attention to detail.
• Excellent communication and interpersonal skills, able to work collaboratively with colleagues, clients, and stakeholders.

Join us at TPTIM and help shape the future of investment management in an environment where your unique skills and perspectives are truly valued. Apply today!

The company

TPT Retirement Solutions (TPT) is one of the UKs leading providers of workplace pensions with over 75 years experience of managing defined benefit and defined contribution pension schemes. It has £11.1 billion of assets under management (as at 30 September 2024) and 470,000 members.

TPTs mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward‑thinking organisation, investing in technology to improve the services they provide. TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.

Benefits

• Competitive salary.
• Performance‑related bonus.
• Pension scheme.
• Sports and social events.
• Training and development plan.
• Flu jabs.