Senior Investment Analyst

Keg Wines International; London; Hybrid; GBP 125,000 - 150,000; Full time

Job summary

A financial services company in London is seeking a Senior Investment Analyst to inform investment decisions and shape capital market assumptions. The ideal candidate will have proven investment expertise, strong analytical thinking, and experience with multi-asset investing. This role offers a competitive salary and a flexible hybrid working model, combining office time with remote work.

Benefits

Competitive salary

Performance-related bonus

Pension scheme

Sports and social events

Training and development plan

Flu jabs

Qualifications

• Proven experience in developing capital markets assumptions and conducting investment research.
• Knowledge of multi-asset investing.
• Experience with Portfolio Management systems.
• Excellent understanding of asset classes and current market environment.

Responsibilities

• Develop and maintain capital market assumptions across asset classes.
• Produce independent, data-driven analysis of investment opportunities.
• Support due diligence and monitoring of investment managers.
• Collaborate with the team to achieve business objectives.

Skills

Analytical thinking

Investment expertise

Communication skills

Organizational skills

Education

Relevant investment qualification or equivalent education

Tools

Microsoft Office Suite

Python

SQL

Job description

Contract Type Permanent Location London The Vacancy

Are you an analytical thinker with investment expertise, looking for a supportive and inclusive workplace? We are seeking a Senior Investment Analyst to join our team and help shape our capital market assumptions, support investment strategy research and implement investment ideas into portfolios.

Role Overview

As a Senior Investment Analyst, you will play a key role in informing investment decisions to help deliver client objectives. This will involve researching asset classes and strategies, analysing opportunities and supporting the execution of investment strategies. You will work closely with colleagues and external partners, communicating your findings clearly and effectively.

You Will Be Responsible For

• Developing and maintaining capital market assumptions across asset classes, using macroeconomic indicators and market trends to support the research agenda.
• Contributing to research on investment strategies, ensuring alignment with our Investment Beliefs and Responsible Investment Framework.
• Producing independent, data-driven analysis of opportunities and their associated risks.
• Supporting due diligence and monitoring of investment managers and broader portfolio.
• Assisting in portfolio implementation, considering constraints such as costs and liquidity.
• Collaborating with the team to achieve business objectives and produce clear, concise reports for governance forums.
• Helping develop and improve investment systems and processes.
  
  

What Were Looking For

• Proven experience in developing capital markets assumptions, forming investment strategy views and conducting investment research.
• Knowledge and experience of multi-asset investing.
• Experience working with Portfolio Management systems.
• Excellent understanding of asset classes and current the market environment.
• Relevant investment qualification (part or fully qualified) or equivalent education.
• Proficiency in Microsoft Office Suite and familiarity with Python & SQL analytical tools (although not essential).
• Excellent organisational & communication skills with the ability to work both independently and collaboratively.
• Knowledge of risk management, fiduciary management and investment risk management would be desirable.
  
  

TPT Investment Management operate a hybrid working pattern with minimum 2+ days per week in their central London office.

Join us and bring your unique perspective to shape the future of responsible investment. Apply today!

The Company

TPT Retirement Solutions (TPT) is one of the UKs leading providers of workplace pensions with over 75 years experience of managing defined benefit and defined contribution pension schemes. It has £9.6 billion of assets under management (as at 30 September 2023) and 448,000 members.

TPTs mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward-thinking organisation, investing in technology to improve the services they provide. TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.

Benefits

Competitive salary

Performance-related bonus

Pension scheme

Sports and social events

Training and development plan

Flu jabs

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