Senior Investment Analyst

Oliver James Associates Ltd.; City of Edinburgh; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading financial services organisation is seeking a Senior Actuarial Trainee to join its investment team. This role involves refining investment strategies, assessing fund proposals, and delivering analytical insights. Join a collaborative environment where you can enhance your expertise and shape investment outcomes.

Qualifications

• Progressing towards actuarial qualification or holding CFA Level 1 or above.
• Strong understanding of investment markets and strategies for Defined Contribution pensions.
• Familiarity with life and pensions products is essential.

Responsibilities

• Conduct technical analysis to assess and refine investment strategies.
• Review new fund proposals and contribute to investment decision-making.
• Provide insightful interpretation of complex data to stakeholders.

Skills

Analytical skills

Problem-solving skills

Communication

Collaborative mindset

Attention to detail

Education

Actuarial qualification progress

CFA Level 1

Job description

In this role, you'll contribute to shaping investment strategies, supporting multi-asset propositions, and delivering analysis that helps drive good outcomes for customers. This is an exciting opportunity to grow your expertise in a collaborative and purpose-driven environment.

A leading financial services organisation is seeking a Senior Actuarial Trainee to join its investment team. The successful candidate will support the development and review of investment strategies and multi-asset fund propositions, while also contributing to strategic investment projects.

Key Responsibilities:

• Conduct technical analysis to assess and refine investment strategies.

• Review new fund proposals and contribute to investment decision-making.

• Provide insightful interpretation of complex data to stakeholders.

• Support continuous improvement of processes and documentation.

Key Competencies:

• Strong analytical and problem-solving skills.

• Ability to communicate complex ideas clearly in verbal and written form.

• Collaborative mindset with attention to detail.

• Capable of challenging existing approaches constructively.

Experience & Qualifications:

• Progressing toward actuarial qualification or holding CFA Level 1 (or above).

• Solid understanding of investment markets and strategies, especially for Defined Contribution pensions.

• Familiarity with life and pensions products is essential.