Investment Analyst

Oliver James · London, London

Investment Analyst at Oliver James, based in London, London, paying £75,000 per annum. This is a permanent role with hybrid working.

Salary
£75,000 per annum
Location
London, London · Hybrid
Contract
Permanent
Posted
1 day ago
Closes
15 Sep 2026

Reference JOB-092026-314442_1788766201

About the role

Investment Analyst - London
Salary: Up to £75,000Location: LondonWorking Pattern: HybridType: Permanent
An excellent opportunity for an Investment Analyst to join a growing investment function within a leading insurance business.
The role will focus on investment reporting, portfolio monitoring, regulatory requirements and investment operations, working closely with Finance, Risk and Actuarial teams.
Key Responsibilities

Produce investment and portfolio reporting covering performance, returns, risk and holdings
Support regulatory reporting, including Solvency II and Lloyd's requirements
Prepare reporting packs, dashboards and analysis for senior stakeholders
Monitor portfolios against investment, risk and liquidity limits
Support daily investment operations, cash flow forecasting and reconciliations
Work with external investment managers, custodians and service providers
Identify opportunities to improve reporting, data quality and processes

About You

Experience in an analytical investment
Insurance experience required
Lloyd's experience would be a strong advantage
Strong Excel skills
Experience with Power BI, SQL or Python desirable
Understanding of investment data, portfolio reporting and risk analysis
Degree in Finance, Economics, Mathematics or a related subject
CFA or IMC desirable

Salary: Up to £75,000Location: London | HybridType: Permanent

Reference: JOB-092026-314442_1788766201 · Posted 1 day ago · Closes 15 Sep 2026 · Listed via Oliver James

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Salary £75,000 per annum
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