Senior Investment Portfolio & Risk Analyst

Chaucer; Greater London; On-site; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Flexible working

Job summary

Chaucer, a leading Lloyd’s insurer based in London, seeks a Senior Investment Analyst to support the management of the investment portfolio. You will handle investment reporting, oversight of managers, portfolio analysis and risk management, working with the Investment & Treasury and Risk teams.

You will produce performance and regulatory reports, develop macroeconomic views, model asset allocations, monitor risk metrics and contribute to strategy approvals with Boards and committees.

Qualifications

• Minimum 3 years’ experience working in investment portfolio management within financial markets, investment or insurance industry, having first‑hand experience of Investment analytical reporting.

Responsibilities

• Support investment reporting and oversight of managers, ensuring accuracy of data and compliance with reporting requirements.
• Provide in‑depth macroeconomic views for US, UK and Eurozone markets and model the impact on asset allocations.
• Manage the portfolio within the Investment Risk Framework and Appetite and regulatory constraints; produce risk metrics.
• Assist with RFPs, changes in mandates/IMAs and instructions to investment managers or custodians.
• Collaborate with Investment & Treasury and Risk teams to forecast capital and cash flow needs.

Skills

Investment portfolio management

Investment reporting

Financial analysis

Excel

Bloomberg

PowerPoint

Coding

Education

P/Q Actuary / Accountant / CFA

Tools

Bloomberg Terminal

General ledger systems

Job description

Chaucer, a leading Lloyd’s insurer based in London, seeks a Senior Investment Analyst to support the management of the investment portfolio. You will handle investment reporting, oversight of managers, portfolio analysis and risk management, working with the Investment & Treasury and Risk teams.

You will produce performance and regulatory reports, develop macroeconomic views, model asset allocations, monitor risk metrics and contribute to strategy approvals with Boards and committees.