Investment Analyst

Investment Analyst - London

Salary: Up to £75,000
Location: London
Working Pattern: Hybrid
Type: Permanent

An excellent opportunity for an Investment Analyst to join a growing investment function within a leading insurance business.

The role will focus on investment reporting, portfolio monitoring, regulatory requirements and investment operations, working closely with Finance, Risk and Actuarial teams.

Key Responsibilities

• Produce investment and portfolio reporting covering performance, returns, risk and holdings
• Support regulatory reporting, including Solvency II and Lloyd's requirements
• Prepare reporting packs, dashboards and analysis for senior stakeholders
• Monitor portfolios against investment, risk and liquidity limits
• Support daily investment operations, cash flow forecasting and reconciliations
• Work with external investment managers, custodians and service providers
• Identify opportunities to improve reporting, data quality and processes

About You

• Experience in an analytical investment
• Insurance experience required
• Lloyd's experience would be a strong advantage
• Strong Excel skills
• Experience with Power BI, SQL or Python desirable
• Understanding of investment data, portfolio reporting and risk analysis
• Degree in Finance, Economics, Mathematics or a related subject
• CFA or IMC desirable

Salary: Up to £75,000
Location: London Hybrid
Type: Permanent