Investment Analyst
3 days ago
Aylesbury
We are looking for a talented and detail-oriented Investment Analyst to join our client's investment team. In this role, you’ll be responsible for delivering high-quality investment reporting, providing portfolio analysis, and supporting governance processes. This is an excellent opportunity to work closely with senior leadership, gain exposure to a wide range of investment activities, and contribute to strategic decision-making. Key Responsibilities • Deliver month-end, quarter-end, and year-end investment reporting., • Analyse investment portfolios and produce high-quality Management Information., • Prepare and deliver periodic reports to internal governance forums., • Support investment governance meetings and liaise with external parties as required., • Assist with ongoing investment-related projects., • Work closely with the Chief Investment Officer and the wider team., • Comply with all relevant FCA and PRA conduct standards and Consumer Duty rules. Core Competencies • Strong numerical skills with high attention to detail., • Ability to analyse datasets and produce clear, insightful reports., • Strong written and verbal communication skills., • Problem-solving mindset with a proactive approach to learning., • Collaborative team player with flexibility during busy reporting periods., • Ability to organise and prioritise workloads effectively., • Capable of working both independently and as part of a team., • Comfortable working under pressure to meet tight deadlines. Experience & Qualifications • Advanced knowledge of Microsoft Office, particularly Excel., • Understanding of financial assets, investment instruments (equities, bonds, futures, funds, etc.), and investment principles., • Previous experience in an investment, actuarial, or accounting role with analytical responsibilities. If you’re passionate about investments, enjoy working with data, and thrive in a dynamic environment, we’d love to hear from you.