Investment Analyst

Investment Analyst

Location: London | Permanent

About the Role

Join the investment function of a specialist insurer, supporting the Head of Investments in managing a diversified portfolio. As Investment Analyst, you'll contribute to portfolio analysis, manager research, and strategic decision-making while developing expertise in investment management within the insurance sector. Work on high-impact projects with the Investment Committee and senior leadership in a collaborative, intellectually challenging environment.

Key Responsibilities

Monitor portfolio performance, risk metrics, and exposures, preparing dashboards and commentary for senior leadership

Evaluate portfolio positioning relative to strategic asset allocation and risk constraints

Support manager and asset class research, conducting due diligence on investment managers, funds, and ESG disclosures

Prepare investment proposals, briefing notes, and scenario analyses to support strategic decisions

Contribute to development of investment policies, guidelines, and risk frameworks

Support strategic asset allocation review with data gathering, modelling, and analysis

Produce investment reports for Board, Investment Committee, and senior management

Maintain organised documentation of research, analyses, and investment decisions

Requirements

Experience in investment analysis, asset management, or related financial field within the insurance sector

Strong analytical skills with ability to interpret complex data and communicate insights clearly

Proficiency with analytical tools (Excel, Clearwater, Bloomberg, or similar)

Ability to work independently and manage multiple priorities in a team environment

Progress toward CFA, IMC, or similar professional qualification

Self-motivated with strong attention to detail and organizational skills

What's On Offer

Develop expertise in insurance investment management working on strategically important projects. Collaborate with senior leadership and Investment Committee on portfolio decisions and strategic initiatives. Strong foundation for professional development with support for CFA/IMC progression in a dynamic, intellectually engaging environment.

Our client is committed to diversity in all of its forms and operates an inclusive recruitment process and has a hybrid office working environment.