Investment Analyst
by Richard Kirwan
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.
The Candidate:
• Excellent interpersonal and communication skills
• Flexible, pro-active and innovative approach
• Clear analytical ability
• Project management 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)
Qualifications and Experience:
• 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 strong degree in maths, economics, or other highly numerate discipline.






