Senior Investment Analyst

HFG; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

HFG, a prestigious specialist insurer based in London, seeks an experienced investment analyst to support portfolio analysis and reporting. You will work within a collaborative finance team, monitor performance, risk, and asset allocation, and prepare materials for senior management and governance committees.

The role requires strong analytical capabilities, experience with asset management or insurance investments, and familiarity with Lloyd's market practices.

Qualifications

• Experience in investment analysis in asset management or insurance investments.
• Lloyd's market experience is essential.
• Strong analytical skills and ability to convey insights clearly.

Responsibilities

• Contribute to portfolio analysis, investment reporting, and strategic decision-making within a collaborative team.
• Monitor portfolio performance, risk, and asset allocation, providing analysis and reporting.
• Conduct research and due diligence on investment managers, funds, and asset classes.
• Prepare investment proposals, committee papers, and strategic analysis.
• Produce investment reports for senior management and governance committees.

Skills

Investment analysis

Analytical thinking

Communication of insights

Portfolio analysis

Tools

Excel

Investment platforms

Job description

Client is one of the prestigious specialist insurer.

Key Responsibilities

• Contribute to portfolio analysis, investment reporting, and strategic decision-making within a collaborative team. Monitor portfolio performance, risk, and asset allocation, providing analysis and reporting.


• Conduct research and due diligence on investment managers, funds, and asset classes.


• Prepare investment proposals, committee papers, and strategic analysis.


• Produce investment reports for senior management and governance committees.


• Work closely with Finance, Risk, and Actuarial teams to support investment governance and regulatory requirements.

Skills & Experience

• Experience in investment analysis in asset management, insurance investments or other financial field. Lloyd's market experience is essential


• Strong analytical skills with the ability to communicate insights effectively.


• Experience working with investment managers or multi-asset portfolios is desirable. Proficiency in Excel and investment platforms