Investment Analyst: Portfolio Strategy & Insights

Pool Reinsurance Company; Greater London; Vor Ort; GBP 55.000 - 75.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Analytical skills

Data interpretation

Independent work

Communication of insights

Ausbildung

CFA/IMC progression

Tools

Excel

Clearwater

Bloomberg

Jobbeschreibung

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.