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Key Responsibilities (Including but not limited to):
- Delivery of month end, quarter and year end investment reporting
- Provide analysis of investment portfolios
- Production of quality Management Information
- Responsible for delivery of periodic reports to internal control/ governance forums
- Support the wider investment team and CIO as required
- Comply with the FCA’s conduct (and senior conduct) and Consumer Duty rules and the PRA’s conduct (and senior manager conduct) standards as set out
Experience required:
- Advanced working knowledge of Microsoft Office, especially Excel
- Knowledge of financial assets, instruments (e.g. equities, bonds, futures, fund structures etc.) and investment theories
- Previous experience within investments, actuarial or accounting in an analytical role