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Investment Analyst

  • Location


  • Sector:

    Financial Services

  • Contract Type:


  • Salary:


  • Contact:

    Mark Sims

  • Job Reference:


  • Published:

    over 2 years ago

  • Expiry:

    16 Apr 00:00

  • Client Details:


  • Consultant:

    Mark Sims

  • Skills tags:

    Intermediate 3 to 5

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A well established financial services company is seeking an experienced Investment Analyst to join their team. Reporting to the Investments Manager the purpose of the role will be to:

  • advise on an ongoing basis as to the suitability of particular investments for the inclusion of investments into pension portfolios
  • develop relationships with distributors of certain investment products, obtain suitable information in relation to the current state and performance of existing investments, especially where there is no publicly available price information
  • advise the board of directors as to the suitability of investment strategies and investment policies
  • act as an internal expert on investment matters

Key responsibilities:

  • Review the Statement of Investment principles and any other investment policies to ensure their ongoing suitability, bearing in mind client circumstances and the regulatory and legal requirements
  • Maintain a list of permitted investments, measured using an agreed methodology. Where appropriate obtain investment committee approvals to such investments
  • Maintain up to date investment profile information, through desk research and contact with the managers where appropriate
  • Classify each investment within the portfolio from a risk perspective using the firm’s methodology of risk classification
  • Report to the investment committee in relation to the overall performance of investment portfolios
  • Meeting with and maintaining the relationship with investment managers and custodians

Knowledge and Skills:

  • 5 years previous experience in a role incorporating the analysis of investment
  • A Degree or equivalent in a relevant subject
  • In depth understanding of financial markets
  • Ability to assess the suitability of investment products for different classes of investor
  • Able to identify risks associated with client transactions
  • Knowledge of risk management and compliance regulations