Investment Analyst

Pool Reinsurance Company; Greater London; Sur place; GBP 55 000 - 75 000; Plein temps

Résumé du poste

Pool Re is seeking an Investment Analyst to support the Head of Investments in managing the company’s investment portfolio. You will monitor portfolio performance, risk metrics and produce analysis for senior stakeholders, while researching external managers and asset classes within Pool Re’s risk appetite.

You will assist due diligence, ESG disclosures, and prepare investment proposals, scenario analyses and strategic asset allocation reviews.

Qualifications

• Experience in investment analysis, asset management, insurance investments or a related financial field.
• Strong analytical skills with the ability to interpret complex data and communicate insights clearly.
• Proficiency with analytical tools such as Excel, Clearwater, Bloomberg or similar platforms.
• Progress towards CFA, IMC or a similar professional qualification.

Responsabilités

• Monitoring portfolio performance, risk metrics and exposures, and preparing regular analysis and commentary for senior stakeholders.
• Supporting the assessment of portfolio positioning against strategic asset allocation and risk parameters.
• Researching external investment managers, funds and asset classes within Pool Re’s investment risk appetite.
• Supporting investment manager due diligence and ongoing oversight, including reviewing manager reports, performance data and ESG disclosures.
• Preparing materials for investment manager review meetings.
• Preparing investment proposals, briefing notes and scenario analysis to support strategic decision-making.
• Supporting strategic asset allocation reviews through data gathering, modelling and comparative analysis.
• Contributing to the development and refinement of investment policies, guidelines and risk frameworks.
• Producing clear and concise investment reporting for senior management, the Investment Committee and Board.
• Working closely with Actuarial, Finance and Risk colleagues to ensure investment insights support wider business planning.
• Maintaining clear and accurate documentation of investment research, analysis and decisions.

Connaissances

Analytical skills

Data interpretation

Independent work

Communication of insights

Formation

CFA/IMC progression

Outils

Excel

Clearwater

Bloomberg

Description du poste

Are you an investment professional with strong analytical skills and an interest in portfolio management, investment research and financial markets?

At Pool Re, we’re looking for an Investment Analyst to support our Head of Investments in managing the company’s investment portfolio. This is a great opportunity to gain broad exposure across portfolio monitoring, manager and asset class research, investment strategy and governance, while contributing to investment decision-making across the organisation.

What you’ll be doing

• Monitoring portfolio performance, risk metrics and exposures, and preparing regular analysis and commentary for senior stakeholders
• Supporting the assessment of portfolio positioning against strategic asset allocation and risk parameters
• Researching external investment managers, funds and asset classes within Pool Re’s investment risk appetite
• Supporting investment manager due diligence and ongoing oversight, including reviewing manager reports, performance data and ESG disclosures
• Preparing materials for investment manager review meetings
• Preparing investment proposals, briefing notes and scenario analysis to support strategic decision-making
• Supporting strategic asset allocation reviews through data gathering, modelling and comparative analysis
• Contributing to the development and refinement of investment policies, guidelines and risk frameworks
• Producing clear and concise investment reporting for senior management, the Investment Committee and Board
• Working closely with Actuarial, Finance and Risk colleagues to ensure investment insights support wider business planning
• Maintaining clear and accurate documentation of investment research, analysis and decisions

What we’re looking for

• Experience in investment analysis, asset management, insurance investments or a related financial field
• Strong analytical skills with the ability to interpret complex data and communicate insights clearly
• Proficiency with analytical tools such as Excel, Clearwater, Bloomberg or similar platforms
• Ability to work independently within a small team and manage multiple priorities
• Progress towards CFA, IMC or a similar professional qualification

• Experience working within the investment function of an insurance company
• Experience working with external investment managers or multi-asset portfolios
• Understanding of ESG integration and sustainability-related investment considerations

Why Pool Re?

At Pool Re, you’ll have the opportunity to work closely with senior investment leaders and gain broad exposure across portfolio management, investment research, risk and strategic decision-making.

You’ll join a collaborative environment where your analysis and insights will help inform key investment decisions and contribute to the effective management of Pool Re’s investment portfolio.

Alongside a competitive salary and benefits package, we offer a flexible, supportive environment where professional development is encouraged and expertise is valued.

Please note: We are not accepting speculative CVs or direct approaches from recruitment agencies for this vacancy. Any agency engagement will be managed through our appointed recruitment partners.