Oliver James
Investment Analyst
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Investment Analyst - London
Salary: Up to £75,000
Location: London
Working Pattern: Hybrid
Type: Permanent
An excellent opportunity for an Investment Analyst to join a growing investment function within a leading insurance business.
The role will focus on investment reporting, portfolio monitoring, regulatory requirements and investment operations, working closely with Finance, Risk and Actuarial teams.
Key Responsibilities
- Produce investment and portfolio reporting covering performance, returns, risk and holdings
- Support regulatory reporting, including Solvency II and Lloyd's requirements
- Prepare reporting packs, dashboards and analysis for senior stakeholders
- Monitor portfolios against investment, risk and liquidity limits
- Support daily investment operations, cash flow forecasting and reconciliations
- Work with external investment managers, custodians and service providers
- Identify opportunities to improve reporting, data quality and processes
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- Experience in an analytical investment role
- Insurance experience required
- Lloyd's experience would be a strong advantage
- Strong Excel skills
- Experience with Power BI, SQL or Python desirable
- Understanding of investment data, portfolio reporting and risk analysis
- Degree in Finance, Economics, Mathematics or a related subject
- CFA or IMC desirable
Salary: Up to £75,000
Location: London | Hybrid
Type: Permanent
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