Investment Analyst – 28922

The Emerald Group; Aylesbury; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm is seeking an Investment Analyst in Aylesbury to provide accurate investment analysis and reporting. The successful candidate will handle month-end reporting, analyze investment portfolios, and support the CIO. The ideal individual has experience in investments or accounting and advanced knowledge of Microsoft Excel. Compliance with FCA and PRA standards is essential.

Qualifications

• Proven experience in an analytical role within investments, actuarial or accounting.
• Strong understanding of investment theories and instruments.

Responsibilities

• 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.

Skills

Advanced working knowledge of Microsoft Office

Analytical skills

Knowledge of financial assets

Job description

Our client is looking for an Investment Analyst to provide accurate investment analysis, reporting, and governance support to inform decisions, meet regulatory requirements, and assist the CIO and investment team in achieving strategic objectives.

• Location: Aylesbury
• Category: Investment
• Type: Permanent

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
• 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