Investment Analyst

🔒 Confidential Employer
Posted 7 May 2026
LOCATION
Not specified
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Finance & Accounting
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Investment Reporting Portfolio Analysis Management Information (MI) Microsoft Excel Financial Assets Knowledge Data Analysis Communication Skills Team Collaboration

FULL DESCRIPTION

Investment Analyst

[Employer hidden — sign up to reveal] is seeking an Investment Analyst to deliver month-end investment reporting, analyze portfolios, produce management information, support governance meetings, and assist the investment team. The role requires strong Excel skills, knowledge of financial instruments, and previous analytical experience in investments, actuarial, or accounting.

Job Details

  • 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.
  • Supporting investment governance meetings and liaison with third parties where required.
  • Supporting ongoing projects.
  • 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.
  • Notify the regulator(s) of matters reasonably expected to be notified.

Core Competencies

  • Numerate and accurate with a keen eye for detail.
  • Ability to work with data sets, perform analyst and produce MI.
  • Good communication skills, both verbal and written, as well as problem solving skills.
  • Clear desire to develop and involve your technical knowledge and hands on investment and reporting exposure.
  • Team player, with highly flexible approach to work especially during reporting periods.
  • Ability to organise and prioritise workloads.
  • Accurately plan and produce work and report progress against agreed schedules and tolerances to stakeholders.
  • Expectation to be able to work independently as well as playing a key role within the team.
  • Ability to work under pressure and produce results within tight timescales.

Experience and Qualifications

  • 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.

Additional Information

  • Target Grade: ULP Level 2
  • Group: Utmost Group Limited
  • Company: [Employer hidden — sign up to reveal]
  • Business Department: ULP - Investments
  • Employment Type: Full-Time
  • Standard hours per week: 35
  • Location Country: United Kingdom
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