Investment Analyst

Pension Insurance Corporation plc; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading company is seeking an Investment Analyst to support its Markets Solutions team. This role involves analyzing new Pension Risk Transfer transactions, managing derivatives, and collaborating with various teams. Candidates should be pursuing CFA or a similar qualification and possess strong analytical skills. Exceptional communication abilities and a proactive approach to learning will be crucial for success.

Benefits

Private medical insurance

Study support

28 days' annual leave

Generous pension scheme

Qualifications

• On track for CFA qualification.
• Experience in designing hedging strategies for pension funds.
• Knowledge of derivatives and hedging instruments used by insurers.

Responsibilities

• Conduct analysis and produce reports on asset and liability mismatches.
• Assist in hedging programmes and asset lock proposals.
• Collaborate with ALM, Origination, and Finance on transactions.

Skills

Organisational skills

Communication skills

Problem-solving skills

Commercial judgement

Education

CFA or similar qualification

Tools

MS Access

MS PowerPoint

MS Word

Job description

Pension Insurance Corporation ("PIC") provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. Our purpose is to pay the pensions of our current and future policyholders. We achieve our purpose by setting Company-wide strategic objectives and driving a healthy culture based on our PIC Values of Resilient, Adaptable, and Loyal.

PIC is recruiting for an Investment Analyst to its Markets Solutions team within the broader Investment department. You will support the team on new Pension Risk Transfer (PRT) transactions, particularly in modelling of assets, construction of Asset Locks and transition of investments from the Schemes assets to PIC's desired investment portfolio. You will also assist in the management of the derivatives (including interest rate, inflation, FX and cross currency basis), government bond and liquidity cash-like portion of PIC's portfolio.

Specific accountabilities assigned to the role of Investment Analyst within the Markets Solutions team:

• Conduct thorough analysis and produce comprehensive reports on asset and liability mismatches for new PRT transactions
• Responsible for assisting hedging programmes and proposing Asset Locks for new PRT transactions
• Prepare and present comprehensive and accurate management information reflective of the intended audience on hedging strategy for new PRT transactions
• Responsible for assisting in structuring and modelling fixed income and derivatives portfolios
• Responsible for assisting in the liquidity analysis of any new PRT transaction
• Effectively collaborates with ALM, Origination and Finance on new pension liability transactions to achieve appropriate solutions for PIC's customers
• Takes ownership for their own learning and development in both technical (e.g. data analysis and critical judgement) and non-technical (self-insight and relationship management) skills within the Markets Solutions Team
• Keeps informed of industry trends, market developments, regulatory changes to the insurance PRT industry by attending industry seminars, reading and sharing relevant published articles
  
  
  

Requirements

Experience:

• On track for a CFA designation or similar professional qualification
• Experience of designing, implementing hedging strategies for pension funds or insurance companies
• Experience in modelling risk exposures associated with pension liabilities
• Identification of key market and risk factors within transactions
• Experience of working in an investment team of a pension fund, insurance company, investment bank, or a consultancy with a focus on pension liabilities
  
  
  

Knowledge:

• Demonstrable knowledge of derivatives and hedging instruments used by insurers and pension funds
• Knowledge of pricing and valuing interest rates and inflation derivatives
• Basic knowledge of liability discounting of pension schemes
• Familiarity of the Pension Risk Transfer (PRT) market trends, and transaction structures
  
  
  

Skills:

• Strong organisational and communication skills
• Ability to persuade and influence both directly and indirectly
• Ability to manage people and other resources effectively
• Ability to organize work to meet deadlines
• Ability to work within defined procedures as recommended by functional teams
• Commercial judgement
• Good working knowledge of MS Access, MS PowerPoint, MS Word
  
  
  

Desirable personal attributes aligned to what success looks like in the role:

• Intellectually curious with a willingness to learn through own research
• Strong problem-solving skills utilising consultative questioning to challenge current norms and drive change within the business function
• Effective communicator - structures insights into clear messages and effectively engages others within business function, as well as internal stakeholders, professional and regulatory bodies
• Innovative thinker - positive attitude to change and a willingness to embrace new ideas and techniques to improve performance
  
  
  

Benefits

In addition to a competitive base salary and the opportunity to participate in our annual, performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you will get access to some great benefits, including private medical insurance, study support, 28 days' annual leave (excluding bank holidays), a generous pension scheme and much more.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  IT Services and IT Consulting

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