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Investment Analyst - London, Birmingham, Glasgow, Edinburgh

  • Location


  • Sector:

    Pensions & Investment

  • Job type:


  • Salary:

    £350000 - £680000 per annum

  • Contact:

    Tom Laidlaw

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Startdate:


  • Consultant:


The Vacancy

Their investment business unit is a key component of their consulting services and firmly established as a UK market leader. They advise on over ~ £200 billion of assets for a diverse client base which spans corporate and trustee bodies across a wide variety of business and industry sectors, as well as local government pension schemes and other public sector clients.
We have identified a requirement for an Investment Analyst to join the Investment business unit. Our analysts play a key role in supporting the work of the Investment business unit and providing practical support to client facing consultants.
Key responsibilities will include:
  • Drafting reports for peer review by consultants on all aspects of investment consulting
  • Performance analysis of portfolios and production of quality monitoring reports
  • Undertaking some manager research
    Day to day point of contact for clients
  • Project work including investment strategy (i.e. Mix between different asset classes), investment structure (number and style of investment managers), selection of investment managers and transitions
  • Adhering to the firm's Information Security standards, policies and procedures

  • Relevant experience gained in a related role
  • A proven knowledge of and interest in the field of Investment
  • First class IT skills (in particular Microsoft Excel)      
  • A minimum of a strong degree in maths, economics, or another other numerate discipline, or equivalent
  • Evidence of good professional exam progress to date would be an advantage

Personal characteristics:
  • Excellent interpersonal and communication skills
  • Flexible, pro-active and innovative approach
  • Clear analytical ability
  • Strong organisational skills and multi-tasking abilities
  • Excellent team player and able to work on own initiative
  • Committed to further study and professional development (either Actuarial exams or CFA) is an Advantage
In Return We Offer:
  • A highly competitive salary   
  • Award Winning Benefits package
    Shared Values – Confident, Friendly, Partnering & Straightforward
  • Exceptional learning & development opportunities
  • An excellent working environment with a strong social scene
  • Opportunities to give back through volunteering initiatives