Senior Investment Analyst

Medical Protection Society; London; Hybrid; GBP 70,000 - 81,000; Full time

Job summary

A leading protection organisation is seeking a Senior Investment Analyst to join their Investment team. This exciting role involves managing a diverse £3bn portfolio, providing strategic and operational insights, and working on impactful financial initiatives. Candidates are required to have strong analytical abilities and relevant qualifications in finance.

Benefits

Up to 20% discretionary annual bonus

25 days annual leave plus flexible bank holidays

11% pension contribution

Private Medical Cover

Career development opportunities

Flexible hybrid working

6x salary death in service

Employee Assistance Programme

Shopping discounts

Qualifications

• Strong analytical skills in financial datasets.
• Track record in forming recommendations.
• Experience with asset classes and performance reports.

Responsibilities

• Oversees fund managers and their mandates.
• Produces reports and papers for stakeholders.
• Implements initiatives to improve portfolio outcomes.

Skills

Analysing financial data

Investment analysis

Performance reporting

Risk management

Education

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

Professional certifications (CFA or equivalent)

Job description

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 Senor Investment Analyst to join our dynamic Investment team. Supporting the Chief Investment Officer, you’ll play a key role in working with a diverse and complex £3bn portfolio, spanning a range of asset classes and strategies.

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

What you will be doing:

• Overseeing the fund managers, and their mandates. Understanding performance drivers and attribution, and opportunities and risks being managed across the portfolio.
• Working with (eg) third parties, systems, data, own research etc, to interpret, or to produce reports and papers for senior stakeholders
• Advising on, and implementing, strategic, tactical, investment, and operational initiatives to improve portfolio outcomes

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

What you will bring

• Likely Bachelor’s degree in Finance, Economics, Business, or a related field, or very strong A levels
• Achieved, or working towards, professional certifications such as CFA (Chartered Financial Analyst) or equivalent
• Demonstrable track record in analysing financial data sets and forming well-grounded commentary and/or recommendations
• Experience in various asset classes, including equities, fixed income, credit, private markets, real estate, and alternatives
• Previous experience of designing or providing performance reports for oversight committees across complex investment portfolios

We welcome applicants from all backgrounds.We celebrate diversity, promote inclusivity and strive to create a work environment which ensures everyone can be 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 3% contributions, e.g. 6% from you, 11% from us)
• 25 days annual leave plus flexible bank holidays (option to buy/sell additional 5 days)
• Private Medical Cover
• Career development and progression opportunities
• A truly flexible hybrid-working arrangement
• A culture that promotes inclusivity, wellbeing and rewards hard work
• 6x salary death in service
• A personal GP service enabling you to get a video consultation with a NHS-registered private GP
• Employee Assistance Programme
• A range of shopping discounts from major high-street retailers

Who We Are

The Medical Protection Society (MPS) is the world’s leading protection organisation for Doctors, Dentists and healthcare professionals. We protect and support the professional interests of almost 300,000 Members around the world.

We are a not-for-profit organisation, meaning our Members’ premiums are kept safe should our Members require support for complaints or claims arising from professional practice, or invested into bettering the organisation, our colleagues and our products.

Our philosophy is to support safe practice in medicine and dentistry by helping to avert problems in the first place.We also actively campaign for regulatory and legal reforms that benefit Members and the wider healthcare professions.

To do this, we need colleagues who are trusted and supported to deliver their best work, whether that be through leadership development, fully-funded training courses or peer-to-peer support.We want our colleagues to feel empowered enough to deliver positive change, display ambition to push themselves and are determined when faced with a challenge, whilst ensuring our Member’s best interests are at the core.

Next Steps

If you are interested in finding out more, looking for a new role and want to join an organisation that truly values its employees, take a look at the role profile to find out more about the role to apply.