Senior Investment Analyst

Medical Protection Society; Leeds; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

The Medical Protection Society seeks a Senior Investment Analyst to manage a £3bn investment portfolio. This role offers the chance to develop your skills while contributing to diverse investment strategies and driving improvements in portfolio management. Applicants should possess a finance-related degree and relevant professional certifications.

Benefits

Up to 20% discretionary annual bonus

11% pension contribution

25 days annual leave plus flexible bank holidays

Private Medical Cover

Career development opportunities

Healthcare cash plan

6x salary death in service benefit

Employee Assistance Programme

Qualifications

• Proven experience in analyzing financial data.
• Experience across various asset classes including equities and fixed income.
• Designing performance reports for investment portfolios.

Responsibilities

• Overseeing fund managers and understanding performance drivers.
• Collaborating with third parties for reports and insights.
• Advising on strategic and operational initiatives.

Skills

Analyzing financial data

Performance reporting

Understanding asset classes

Education

Bachelor’s degree in Finance, Economics, Business or related field

CFA or equivalent

Job description

Role Title: Senior Investment Analyst

Location: Leeds or London (Hybrid)

Contract: Permanent, Full Time (Flexible)

Salary: c£70,000+ (Dependent on Experience)

Make an Impact on a £3bn Investment Portfolio

We are seeking a capable and motivated Senior Investment Analyst to join our dynamic Investment team. Supporting the Chief Investment Officer, you’ll play a key role in managing a diverse and complex £3bn portfolio, spanning various asset classes and strategies.

This is an exciting opportunity for a talented individual to develop their skills while making a difference across strategic and operational aspects of institutional portfolio management.

What you will be doing:

1. Overseeing fund managers and their mandates. Understanding performance drivers, attribution, and identifying opportunities and risks across the portfolio.
2. Collaborating with third parties, systems, data, and research to interpret information or produce reports for senior stakeholders.
3. Advising on and implementing strategic, tactical, investment, and operational initiatives to enhance portfolio outcomes.

Download the full job description from our careers site for further information.

What you will bring:

• Likely a Bachelor’s degree in Finance, Economics, Business, or a related field, or strong A levels.
• Progress towards or possession of professional certifications such as CFA (Chartered Financial Analyst) or equivalent.
• Proven experience in analyzing financial data and providing insightful commentary or recommendations.
• Experience across various asset classes, including equities, fixed income, credit, private markets, real estate, and alternatives.
• Experience in designing or delivering performance reports for oversight committees managing complex investment portfolios.

We welcome applicants from all backgrounds. We celebrate diversity, promote inclusivity, and strive to create a work environment where everyone is heard.

Alongside a competitive salary, you will also receive:

• Up to 20% discretionary annual bonus.
• Annual performance-related pay review.
• 11% pension contribution (3% from you, 8% from us; optional additional matched contributions).
• 25 days annual leave plus flexible bank holidays (option to buy/sell additional days).
• Private Medical Cover.
• Career development and progression opportunities.
• A flexible hybrid working arrangement.
• An inclusive culture that promotes wellbeing and rewards hard work.
• Healthcare cash plan.
• 6x salary death in service benefit.
• Personal GP service via video consultation with NHS-registered private GPs.
• Employee Assistance Programme.
• Shopping discounts from major retailers.

Who We Are

The Medical Protection Society (MPS) is the world’s leading protection organization for Doctors, Dentists, and healthcare professionals. We support nearly 300,000 Members worldwide.

As a not-for-profit organization, our Members’ premiums are safeguarded, supporting professional claims, complaints, and investing in our organization and members’ wellbeing.

Our mission is to promote safe practice in medicine and dentistry by preventing issues and advocating for beneficial regulatory reforms. We foster a supportive environment where colleagues are empowered, ambitious, and resilient, always prioritizing our Members’ interests.

Next Steps

If you are interested in learning more, exploring a new role, and joining an organization that values its employees, please review the role profile and apply.