RiverStone International
Investment Analyst
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The Investment Analyst
The Investment Analyst supports the CIO and wider Investment Team, providing analytical, operational and reporting support across a broad range of investment activities. Working closely with finance, treasury, risk, legal and other business functions, the Investment Analyst plays a key role in ensuring accurate investment data, regulatory compliance and effective investment governance, while developing expertise in financial markets, insurance investing and investment systems.
Experience
- Desire to pursue a career in Insurance Investing
- Minimum 2-years’ experience of working in a finance or investment function
- Strong analytical background
- Commercial knowledge of insurance investing
- Regulatory knowledge
- Advanced Excel, Insurance Accounting System (e.g. Clearwater), Bloomberg (desirable)
- Studying or intending to study towards an appropriate qualification (e.g. Chartered Financial Analyst)
- Be a strong user of MS Office, and have a keen interest in developing AI solutions
Knowledge
- Understanding of financial markets and investing
- Understanding of insurance regulatory environments
- Commercial acumen
Skills
- Investment Analysis
- Diligence and accuracy
- Interpersonal
- Decision making
- Information Technology
Supporting the CIO and Broader Investment Team
- Working in a 10 person investment team in a global insurance company
- Strong growth potential for the role over time as the team develops
- Working closely with the team as a generalist on various topics/projects
- Build reporting packs for the team and for various boards and committees
- Assisting in monthly P&L Analysis & financial budgeting
- Build strong working knowledge of custody portals and trade settlements
- Building and maintaining Investment dashboards in Aladdin, Clearwater, Bloomberg
- Ensuring systems accurately reflect investment data on compliance monitoring
- Maintaining a dashboard to monitor compliance with Collateral requirements
- Role is predominantly office based. Possibility for flexible working for up to two days a week following probation period
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Investment Manager Relationships
- Assist the Team in managing relationships with external investment managers
- Assist with review & implementation of new managers, IMAs, fund documentation and KYC
- Assist with monitoring and reporting of manager performance. Prepare materials for Quarterly Reviews, board packs. Coordinate manager meetings and calls.
Interaction with other group functions
- Liaising with finance and treasury on all investment related matters
- Assist treasury with cash management/liquidity needs
- Assist other functions (e.g. risk, internal audit, legal) on investment related matters
Benefits
- Private Medical and Dental cover – Comprehensive Private Medical and Dental Insurance schemes with Bupa
- Health and Wellness – including access to our Employee Assistance Programme, Headspace subscription, Mental Health First aiders at each site, up to five funded counselling sessions per year, annual health check-up and eye test voucher
- Wellbeing Allowance – Can be used towards either physical or mental health wellbeing activities
- 25 days’ holiday per year – plus bank holidays and office closure on Christmas Eve. Holiday entitlement increases with length of service
- Bonus scheme – dependent on achieving individual, department and company goals
- Pension – a non-contributory defined contribution pension scheme
- Life Assurance – provides a lump sum 10 x your salary
- Permanent Health Insurance Scheme – scheme pays benefits during a prolonged period of illness or disability lasting more than 26 weeks
- Parental Leave – Enhanced Maternity, Paternity and Shared Parental Leave policy
- Training and development – Company funding for professional qualifications that would be beneficial for your role
- Volunteering and charity – triple matching donations made independently or via our Give As You Earn scheme, Give A and two paid volunteering days per year to help give back to our local communities
- Cycle To Work Scheme – a tax efficient way to purchase a bicycle
- Interest Free Travel Loan – to assist with commuting costs
- Travel Insurance – business and personal travel
- Sports and Social – active sports and social committee that organizes subsidized events
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