Skip to main content

Investment Analyst

Investment Analyst

< Back to Job Search

  • Permanent
  • Buckinghamshire
  • £45,000 - £50,000 GBP / Year

Our client, a growing Life Insurer, is seeking an Investment  Analyst to deliver high-quality reporting and analysis across a diverse portfolio, supporting strategic decision-making at the highest levels.

This is an excellent opportunity for someone with strong investment knowledge and analytical skills to work closely with senior stakeholders, contribute to governance processes, and play a pivotal role in shaping investment insight.

Why join this team?

  • Be part of a small, dynamic, and growing investment team.
  • Work in a highly collaborative environment where your input is valued.
  • Report directly to the CIO, gaining exposure to strategic decision-making.

Key Responsibilities

  • Deliver timely and accurate month, quarter, and year-end investment reports.
  • Analyse portfolios to provide clear, actionable insights.
  • Produce high-quality Management Information for senior stakeholders.
  • Prepare reports for governance forums and support related meetings.
  • Liaise with third parties and contribute to investment projects.

About You

  • Strong understanding of financial assets, instruments (e.g. equities, bonds, futures, fund structures) and investment theories.
  • Previous experience in investments, actuarial, or accounting within an analytical role.
  • Excellent attention to detail, problem-solving skills, and ability to work under pressure.

Benefits

  • 28 days annual leave plus bank holidays.
  • Annual performance-based bonus, up to 15%
  • Competitive pension scheme.
  • Private medical insurance.
  • Flexible hybrid working model.

 

To ensure that all candidates have a fair opportunity to show their abilities during the recruitment process, adjustments may be required. If your physical or mental health or disability may require adjustments to be made to the process, please contact the team to discuss. All information will be treated in accordance with our data protection policy.

Upload your CV/resume or any other relevant file. Max. file size: 39 MB.

Job Overview
Offered Salary
GBP£45,000 - £50,000 Per YEAR
Job Location
Buckinghamshire
Job Type
Permanent
Consultant