Investment Analyst

The Investment Analyst supports the Head of Investments in managing the company’s investment portfolio, contributing to research, monitoring, analysis, and strategic decision-making. This role plays a key part in ensuring the investment function operates with strong compliance oversight, governance and responsiveness to market and regulatory developments.

KEY RESPONSIBILITIES

Portfolio Monitoring & Analysis

• Monitor performance, risk metrics, and exposures across the company’s investment portfolio, preparing regular dashboards and commentary for senior leadership.
• Support the Head of Investments in evaluating portfolio positioning relative to strategic asset allocation and risk constraints Manager & Asset Class Research
• Prepare materials for manager review meetings and maintain documentation of ongoing oversight.
• Assist in due diligence processes, including reviewing manager reports, performance data, and ESG disclosures.
• Support Head of Investments on research of external investment managers, funds and asset classes within the company's investment risk appetite Strategic Support & Decision Preparation
• Prepare investment proposals, briefing notes, and scenario analyses to support strategic decisions by the Head of Investments, CFIO and Investment Committee.
• Contribute to the development and refinement of investment policies, guidelines, and risk frameworks.
• Support the strategic asset allocation review process with data gathering, modelling, and comparative analysis. Reporting & Communication
• Produce clear, concise investment reports for internal stakeholders, including senior management, the Investment Committee, and the Board.
• Coordinate with actuarial, finance, and risk teams to ensure investment insights are integrated into broader business planning. 2
• Maintain organised, accurate documentation of research, analyses, and investment decisions.