Investment Analyst

High Finance (UK) Limited T/A HFG; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

High Finance (UK) Limited T/A HFG is seeking an Investment Analyst to join its Finance and Investments team in London. You will work closely with the Head of Investments on portfolio management, investment strategy and senior-level decisions.

The role requires hands-on investment analysis experience, with exposure to portfolio monitoring, research and performance analysis. London market familiarity and CFA/IMC qualification are desirable.

Qualifications

• 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 in 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.

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.

Skills

Investment analysis

Portfolio monitoring

Investment research

Excel

Bloomberg

Financial markets

Multi-asset portfolios

CFA/IMC

Education

CFA/IMC or equivalent qualification

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.