RecruitGibraltar are currently helping our client who is a very well established and successful financial services provider who has a great opportunity for an Investment Analyst. This is a challenging role in a company going through an exciting growth phase and represents a great opportunity to progress your career.
What is the plan for the Investment Analyst role?
To advise on an ongoing basis as to the suitability of particular investments for the inclusion of investments into pension portfolios; to develop relationships with distributors of certain investment products, obtain suitable information in relation to the current state and performance of existing investments, especially where there is no publicly available price information; advise the board of directors as to the suitability of investment strategies and investment policies; act as an internal expert on investment matters.
What will you do as an Investment Analyst?
Review the Statement of Investment principles and any other investment policies to ensure their ongoing suitability, bearing in mind client circumstances and the regulatory and legal requirements
Maintain a list of permitted investments, measured using an agreed methodology. Where appropriate obtain investment
committee approvals to such investments.
Maintain up to date investment profile information, through desk research and contact with the managers where
Classify each investment within the portfolio from a risk perspective using the firm’s methodology of risk classification
Report to the investment committee in relation to the overall performance of investment portfolios
Meeting with and maintaining the relationship with investment managers and custodians
What do you know that makes you a great Investment Analyst?
A Degree or equivalent in a relevant subject
Five years previous experience in a role incorporating the analysis of investment
Familiar with the main office productivity software
Able to identify risks associated with client transactions
Attention to detail and accuracy
Experience of an office environment
Knowledge of risk management and compliance regulations
You will already live in Malta
Salary circa €40k based on experience with private healthcare.