Investment Oversight Analyst

JR United Kingdom; Bournemouth; Remote; GBP 35,000 - 55,000; Full time

Job summary

A mid-size pensions and insurance consolidation company seeks an Investment Oversight Analyst in Bournemouth. This role offers mentoring and rapid advancement opportunities, managing relationships with asset managers and ensuring compliance with investment strategies. The position can be remote in the UK, with potential to work from hybrid offices.

Benefits

1:1 mentoring from industry practitioners

Career progression opportunities

Exposure to well-known asset managers

Qualifications

• Solid academic background with a relevant degree.
• Making progress towards CFA, CAIA, FIA, or ACCA/CIMA.
• Experience in a similar role of 2-5 years.

Responsibilities

• Build relationships with outsourced asset managers.
• Monitor investment performance and conduct analysis.
• Identify deviations or risks and report to stakeholders.

Skills

Investment analysis

Risk management

Compliance monitoring

Relationship building

Education

Relevant degree

Progress towards CFA or ACCA

Job description

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Investment Oversight Analyst, bournemouth

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Client:

IGA Talent Solutions

Location:

bournemouth, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

IGA Talent Solutions are partnered with a mid-size pensions and insurance consolidation vehicle. The company was set up to acquire back books from insurance and pension providers, and has enjoyed an impressive level of consistent growth over the last 15 years, both organic and inorganic.

As the business continues to acquire, assets under management are growing in both size and complexity. As a result, they're looking to expand the team that is responsible for overseeing all investment activity and ensuring the underlying funds manage their performance, risk levels and governance requirements to the highest standard.

We are looking for a an individual relatively early in their investment career to join the team. Although we're only seeking individuals with 2 - 5 years of experience, there is a good opportunity to take on responsibility in this position, acting as the number 2 to the head of the team.

In the role you'll be responsible for:

• Building relationships with outsourced asset managers, acting as the day to day contact and collaborating with relevant internal teams (finance, actuarial, legal & risk)
• Monitoring investment performance across all asset classes and strategies, inputting into the unit pricing process and analysis performance relative to benchmarks
• Identifying an deviations or risks and reporting back to senior stakeholders. Preparing performance reports
• Contributing to large change projects, including movement of assets between managers, onboarding and offboarding of assets and implementing new technology solutions
• Tracking and monitoring risk & compliance activity, ensuring adherence to all relevant policies and limits (internal and external)
• Helping to refine and evolve the investment oversight process over time, always seeking to develop their ways of working

The ideal candidate will have a solid academic background with relevant degree, be making progress to some form of professional qualification (CFA, CAIA, FIA, ACCA/CIMA preferred) and have experience in a similar role. They'll be detail focussed, with a passion for investments and delivering at a very high standard.

In return the firm are offering direct 1:1 mentoring from some very experienced industry practitioners, the opportunity to step up quickly into a position of responsibility, wide exposure to a variety of stakeholders (including well known asset managers) and the chance to contribute to the ongoing development of the team. Career progression opportunities are available and supported.

The team work in a remote manner and this position can be based from anywhere in the UK. If you'd prefer hybrid, they have offices in London, Bristol and the North West you can work from as many days a week as you'd like.

If you'd like to find out more please reply to the advert or contact James Craven on [emailprotected] .