Investment Analyst
🔒 Confidential Employer
Posted 7 May 2026
LOCATION
Buckinghamshire
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 Analysis
Financial Reporting
Microsoft Excel
Portfolio Management
Management Information
Financial Assets Knowledge
Investment Governance
Stakeholder Liaison
FULL DESCRIPTION
Investment Analyst
Location: Buckinghamshire
Type: Permanent
Category: Investment
Ref: 29693
Contact: [Employer hidden — sign up to reveal]
Overview
The company is looking for an experienced Investment Analyst to join their team.
Key Duties
- 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
Experience Required
- Previous experience within investments, actuarial or accounting in an analytical role
- Advanced working knowledge of Microsoft Office, especially Excel
- Knowledge of financial assets, instruments (e.g. equities, bonds, futures, fund structures etc.) and investment theories
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