Investment Analytics Associate: Reporting & Governance

Edenbrook; Aylesbury; On-site; GBP 42,000 - 56,000; Full time

Job summary

A financial services firm in Aylesbury is seeking a detail-oriented Investment Analyst to deliver investment reporting and provide portfolio analysis. The role involves collaborating with senior leadership and supporting investment governance processes. Ideal candidates should possess strong analytical skills and previous experience in an investment-related role. This position offers an excellent opportunity for professional growth and contribution to strategic decision-making.

Qualifications

• Advanced knowledge of Microsoft Office, particularly Excel.
• Understanding of financial assets and investment instruments.
• Previous experience in an investment or analytical role.

Responsibilities

• Deliver month-end, quarter-end, and year-end investment reporting.
• Analyse investment portfolios and produce high-quality reports.
• Support investment governance meetings.

Skills

Numerical skills

Data analysis

Communication skills

Problem-solving

Team collaboration

Organisational skills

Tools

Microsoft Excel

Job description

A financial services firm in Aylesbury is seeking a detail-oriented Investment Analyst to deliver investment reporting and provide portfolio analysis. The role involves collaborating with senior leadership and supporting investment governance processes. Ideal candidates should possess strong analytical skills and previous experience in an investment-related role. This position offers an excellent opportunity for professional growth and contribution to strategic decision-making.