Average Investment Analyst salary in the UK

Investment AnalystLocation: London | PermanentAbout the RoleJoin the investment function of a specialist insurer, supporting the Head of Investments in managing a diversified portfolio. As Investment Analyst, you'll contribute to portfolio analysis, manager research, and strategic decision-making while developing expertise in investment management within the insurance sector. Work on high-impact projects with the Investment Committee and senior leadership in a collaborative, intellectually challenging environment.Key ResponsibilitiesMonitor portfolio performance, risk metrics, and exposures, preparing dashboards and commentary for senior leadershipEvaluate portfolio positioning relative to strategic asset allocation and risk constraintsSupport manager and asset class research, conducting due diligence on investment managers, funds, and ESG disclosuresPrepare investment proposals, briefing notes, and scenario analyses to support strategic decisionsContribute to development of investment policies, guidelines, and risk frameworksSupport strategic asset allocation review with data gathering, modelling, and analysisProduce investment reports for Board, Investment Committee, and senior managementMaintain organised documentation of research, analyses, and investment decisionsRequirementsExperience in investment analysis, asset management, or related financial field within the insurance sectorStrong analytical skills with ability to interpret complex data and communicate insights clearlyProficiency with analytical tools (Excel, Clearwater, Bloomberg, or similar)Ability to work independently and manage multiple priorities in a team environmentProgress toward CFA, IMC, or similar professional qualificationSelf-motivated with strong attention to detail and organizational skillsWhat's On OfferDevelop expertise in insurance investment management working on strategically important projects. Collaborate with senior leadership and Investment Committee on portfolio decisions and strategic initiatives. Strong foundation for professional development with support for CFA/IMC progression in a dynamic, intellectually engaging environment.Our client is committed to diversity in all of its forms and operates an inclusive recruitment process and has a hybrid office working environment.

Investment Analyst Location Balsall Common, Coventry Salary £30,000 - £40,000 + Bonus We are seeking a highly analytical and detail-oriented Investment Analyst to join our team. The successful candidate will play a key role in supporting investment decisions through research, analysis, and reporting.Key Responsibilities of Investment Analyst:Conduct in-depth research on financial markets, sectors, and platform fund analysisBuild and maintain financial models to evaluate investment opportunitiesAnalyse economic trends and risk factorsPrepare detailed portfolio reportsMonitor portfolio performance and recommend adjustments as neededCollaborate with advisers to support client objectivesWhat's on Offer?Salary up to £40,000Quarterly bonus scheme Structured study and development plan Opportunity to progress into a Wealth Manager or Investment Manager role What's Next?If you are interested in the Investment Analyst position, apply today and if suitable, one of our consultants will be in touch within 24hours!Investment Analyst, Investment Management, Financial Planning, Wealth Management, IFA, Financial Services

My client, one of the North West's fastest growing property companies, are looking to recruit a commercial savvy Investment Analyst to join their stunning head office in Manchester City Centre.As an Investment Analyst, you will play a pivotal role in supporting developers within a major joint venture, contributing to the regeneration of historic sites and the creation of sustainable homes and workspaces. You will immerse yourself in the day-to-day operations of a dynamic property developer focused on social impact. Your responsibilities will centre around managing sophisticated financial models that underpin development appraisals and business plans.You will produce quarterly reports tailored to investor requirements, track performance metrics over time, and ensure all valuation data is accurately represented. By researching market trends and integrating these insights into your analyses, you will help shape strategic decisions that drive sustainable regeneration projects.Take ownership of complex financial models used for development appraisals and business plans, ensuring they are robust and fit for purpose.Produce detailed quarterly reports based on investor criteria, tracking changes over time and maintaining consistency in format and layout.Check valuation data meticulously to ensure accurate reflection in all reports produced for stakeholders.Conduct thorough research into market trends and integrate findings into appraisals and financial reports to inform decision-making.Ensure base assumptions are consistent across the portfolio or provide clear explanations when variations occur.Undertake comprehensive financial due diligence for new projects and ongoing developments.Identify errors and anomalies in reports by applying your excellent attention to detail, ensuring accuracy at every stage.Develop financial models for additional projects as required by the business, adapting existing frameworks to meet evolving needs.Collaborate closely with developers within the joint venture, offering real support in preparing investment proposals.Work alongside other finance professionals to deliver high-quality reporting against proposals, contributing to the overall success of regeneration initiatives.What you bring:Demonstrated experience as a financial modeller with extremely strong Excel skills including proficiency in Macros.Prior experience within property investment/fund management or similar is essential.CFA qualification or equivalent.Exceptional eye for detail enabling you to identify inconsistencies or errors within complex reports.Ability to conduct thorough research into property market trends and integrate findings into financial appraisals.Strong understanding of valuation principles relevant to property development projects.Proven capability in producing accurate quarterly reports based on investor criteria and tracking changes over time.Experience undertaking comprehensive financial due diligence for new projects or ongoing developments.Excellent interpersonal skills allowing you to collaborate effectively with developers and finance professionals within large joint ventures.Interest in sustainable development and urban regeneration initiatives that prioritise community outcomes.Commitment to ethical standards and professionalism in all aspects of your work.To apply for this truly unique opportunity, please get in touch today!Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates