Investment Analyst

Convex Insurance Ltd.; City of Westminster; On-site; GBP 35,000; Full time

Job summary

A leading UK insurance firm is seeking a detail-oriented professional to support its investment team in managing a $7.5bn+ investment portfolio. The role involves conducting research and analysis on investment opportunities, assisting with compliance issues, and producing various reports. Candidates should possess strong quantitative skills, excellent communication abilities, and a degree in finance or related fields. This position offers a competitive salary of £35,000 annually along with an attractive benefits package.

Benefits

Annual Performance Bonus

Volunteer Leave

Learning & wellbeing budget

Private Health Insurance

Support for Professional Qualifications

Qualifications

• Manage multiple tasks with attention to detail.
• Strong academic background and quantitative skills required.
• Ability to engage with stakeholders effectively.

Responsibilities

• Support research and analysis of investment opportunities.
• Assist in the production of internal investment reports.
• Monitor manager benchmarks and portfolio exposures.

Skills

Strong quantitative skills

Attention to detail

Excellent communication skills

Interpersonal skills

Interest in investments

Education

Degree in economics, finance, actuarial science, engineering or mathematics

Job description

Employment Type: Permanent

Location: London, UK

Compensation: £35,000 / year

Description

The investment team oversee Convex’s $7.5bn+ investment portfolio. Whilst the day-to-day management is outsourced to several external investment managers, the investment team are responsible for managing the overall investment strategy, asset allocation and manager selection, alongside portfolio execution, balance sheet management and investment reporting. Working alongside a team of experienced investment professionals, the role provides an overview of the front to back investment process and the opportunity to contribute to a wide range of investment team activities.

As you develop into the role, some of the key tasks may include...

Investment strategy and market insights

• Support research and analysis of new investment opportunities and support new manager due diligence
• Support investment decisions by developing and enhancing market dashboards and other tools and metrics
• Assist in the monitoring of manager benchmarks and portfolio exposures
• Produce performance analysis and attribution and extract key insights

Governance and compliance

• Assist with new product approval reviews
• Support the resolution of investment compliance related issues such as breaches of manager guidelines

Investment Operations

• Work closely with Convex’s accounting and reporting provider on various tasks such as the implementation of new accounts, custom data fields and other ad-hoc activities
• Provide support to the outsourced Investment Operations team as required

Reporting

• Assist in the production of internal investment reports, including insights on manager performance relative to peer benchmarks
• Assist in the production of regulatory or rating agency reporting and other ad-hoc reporting requests
• Assist with collating ESG metrics from external managers and producing internal ESG reports, as required
• Run various risk reporting and analysis, such as stress and scenario testing, using the stochastic risk system
• Interaction with counterparts in other key functional areas, such as Financial Market Risk and the wider Finance function

Skills Knowledge and Expertise

• Strong quantitative skills with practical application
• An ability to manage multiple tasks with a keen attention to detail
• Excellent communication skills, both orally and written
• Strong interpersonal skills and the ability to engage with a wide range of stakeholders
• A genuine interest in investments and financial markets
• A solid academic track record, ideally with a degree in economics, finance, actuarial science, engineering or mathematics

When you join us, you're not just accepting a job—you're securing a future. We know that top talent demands more than a standard salary, which is why we've designed an exciting benefits package. Some of the favourites for previous graduates and school leavers include:

• Annual Performance Bonus
• 3 days of Volunteer Leave each year
• £1,300 to spend on learning & wellbeing
• Private Health Insurance Medical & Dental Cover
• Full Support for Professional Qualifications (IFoA, CII, CFA, etc...)