Investment Analyst
🔒 Confidential Employer
Posted 8 May 2026
LOCATION
London
TYPE
Full-time
LEVEL
Mid-Senior level
SALARY
£75,000 / year
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
Portfolio Management
Financial Modeling
Excel
Bloomberg
Risk Management
ESG Analysis
CFA
FULL DESCRIPTION
Investment Analyst
Salary: £65,000 – £75,000 per annum
Location: London, UK (Hybrid)
Contract: Permanent
Industry: Investments
Contact: Jess Baker at [Employer hidden — sign up to reveal]
Key Responsibilities
- Monitor portfolio performance, risk metrics, and exposures, producing regular reporting for senior stakeholders
- Support portfolio positioning and asset allocation analysis
- Conduct research on external managers, funds, and asset classes
- Assist with due diligence, including performance analysis and ESG considerations
- Prepare investment papers, analysis, and recommendations for committees
- Produce clear reporting for senior management and governance forums
- Work closely with finance, actuarial, and risk teams
Requirements
- Experience within an insurance investment function is essential
- Background in investment analysis, asset management, or a related field
- Strong analytical skills with the ability to interpret and present complex data
- Proficiency in Excel and investment tools such as Bloomberg or similar
- Ability to manage multiple priorities in a small team environment
Desirable
- Progress towards CFA, IMC, or similar qualification
- Experience working with external investment managers and multi-asset portfolios
- Understanding of ESG and sustainable investment considerations
Candidates must have the right to work in the UK.
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