Overview

Investment Analyst – 28922

Our client is looking for an Investment Analyst to provide accurate investment analysis, reporting, and governance support to inform decisions, meet regulatory requirements, and assist the CIO and investment team in achieving strategic objectives.

Ref: 28922

  • Location: Aylesbury
  • Category: Investment
  • Type: Permanent

Overview

Key Responsibilities (Including but not limited to):

  • Delivery of month end, quarter and year end investment reporting
  • Provide analysis of investment portfolios
  • Production of quality Management Information
  • Responsible for delivery of periodic reports to internal control/ governance forums
  • Support the wider investment team and CIO as required
  • Comply with the FCA’s conduct (and senior conduct) and Consumer Duty rules and the PRA’s conduct (and senior manager conduct) standards as set out

Experience required:

  • Advanced working knowledge of Microsoft Office, especially Excel
  • Knowledge of financial assets, instruments (e.g. equities, bonds, futures, fund structures etc.) and investment theories
  • Previous experience within investments, actuarial or accounting in an analytical role

Consultant

Chris Manlow

Business Manager | Life Actuarial

T: +44 (0) 20 3867 9865

Email me

Apply

    Upload CV

    We accept PDF or Word format, 2mb max.

    You may be interested in

    Investment | Permanent

    Investment Analyst – 28922

    Aylesbury
    Our client is looking for an Investment Analyst to provide accurate investment analysis, reporting, and governance support to inform decisions, meet regulatory requirements, and assist the CIO and investment team in achieving strategic objectives.