Senior Investment Analyst

Senior Investment Analyst

Hybrid Working - Edinburgh / London - 2 day a week on site.

Financial Services

Lorien's leading Investment client is looking for a Senior Investment Analyst join our Policyholder Investment office team Asset Management function.

This is a key role in the team, responsible for asset portfolio management of Policyholder Funds, covering all aspects of investment, manager research, fund performance analysis, stakeholder management, stewardship, and development.

This role is based in Edinburgh OR London.

This role will be Via Umbrella.

Working in a Hybrid Model of 2 days a week on site.

Key Responsibilities

• Work with and support Portfolio Management, Manager Research & Partnership team and Policyholder Performance Reporting team in delivering optimal policyholder outcomes across the Unit Linked and With Profits fund universe Support on investment strategy, performance, portfolio construction and manager change as it relates to Policyholder Funds.

• Senior Stakeholder management to include representation at governance forums, committees as required.
• Key day-to-day interface with internal teams including those within Pensions & Savings, Finance, Compliance, Investment Operations, Risk and Actuarial.
• Interface with external asset management partners where required.
• Responsible for BAU and ad hoc issues effecting Policyholder business.

Key Requirements

• Previous experience in insurance, pensions, asset management and highly regulated environments.
• Fund research experience (Funds and Fund Managers).

• In-depth knowledge and experience of investment markets, investment strategy and fund management methodologies, gained in the asset management industry.
• Understanding of all aspects of investment management, investment operations, regulatory environment, evolution, policyholder outcomes and product types. Experience and knowledge of investment management operating models and structures through to fund structures and asset classes across; equities, fixed income, and alternatives (illiquid) and their application in Policyholder funds and products.
• Fund Research Experience (Funds and Fund Managers)
• Experience of Morningstar, Direct, FinXI or Similar.
• CFA/SIE Qualified would be a nice addition.

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Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.