Investment Analyst

TL;DR

Investment Analyst (Multi-asset Portfolio): Analysing portfolio and fund performance, exposures, risks and liquidity against targets and mandates with an accent on data quality assurance, scenario discussions and investment recommendations. Focus on supporting liquidity forecasts, partnering with finance on planning, and preparing materials for governance decisions.

Location: Hybrid, London

Company

hirify.global is a leading UK financial services group and major global investor, providing retirement and protection solutions including pension risk transfer and institutional annuities.

What you will do

• Analyse portfolio and fund performance, exposures, risks and liquidity against targets and mandates
• Manage and assure data quality through reconciliation and controls
• Monitor portfolio metrics and contribute to scenario and positioning discussions
• Support assessment, recommendation and execution of new investments
• Monitor liquidity and cashflow forecasts and support liquidity actions
• Partner with Finance on monthly processes, forecasts and business planning
• Prepare analysis for investment monitoring and governance
• Coordinate trade instructions and operational activities

Requirements

• Experience in investment analysis, portfolio reporting or investment operations in asset management, insurance or pensions
• Understanding of portfolio and fund analytics including performance, risk and liquidity
• Knowledge of fund structures, cashflows and valuation, with private markets exposure beneficial
• Strong data skills in reconciliation, controls and data management
• Advanced Excel skills for clear management information
• Clear communication skills and collaborative mindset to manage priorities and deadlines

Culture & Benefits

• Performance-related bonus and share schemes
• Generous pension contribution, life assurance and healthcare plan
• At least 25 days holiday plus public holidays, option to buy/sell
• Competitive family leave and electric car scheme
• Discounts on products and high street stores
• Flexible working options including part-time and job shares where possible
• Sustainable net-zero carbon workplaces across the UK