Are you an analytically minded investment professional looking to develop your expertise within credit and fixed income markets? An exciting opportunity has arisen within a highly regarded financial services institution for an Investment Analyst to join a growing investment team, supporting portfolio analysis, reporting, governance, and strategic investment initiatives. The Opportunity This role offers excellent exposure to credit portfolio analysis, investment reporting, and governance activities. Working closely with senior investment professionals, you'll play a key role in delivering high-quality analysis and management information that supports investment decision-making. Key Responsibilities Produce weekly, monthly, quarterly, and annual credit reporting. Analyse credit portfolios and provide meaningful insights to stakeholders. Develop and maintain high-quality management information and reporting. Prepare and deliver reports for governance and internal control committees. Support investment governance meetings and collaborate with external stakeholders where required. Assist with ongoing investment-related projects and strategic initiatives. Ensure regulatory and conduct standards are maintained. Provide broader support to the investment function as required. About You We're looking for a motivated analyst with strong technical capabilities and a genuine interest in investment markets. You'll ideally demonstrate: Prior experience in the investment sector Strong numerical and analytical skills with excellent attention to detail Degree educated in a science / numerical based subject Working with large datasets, analysis, and reporting Excellent written and verbal communication skills Strong organisational skills and the ability to manage competing priorities A proactive approach with the ability to work independently and as part of a team The ability to deliver accurate work within tight deadlines A desire to develop your technical investment knowledge and broaden your exposure across investment reporting and analysis Skills & Experience Advanced Microsoft Excel skills and strong proficiency across the Microsoft Office suite. Degree educated with experience in the Investment, Actuarial or Accounting industry in an analytical role Knowledge of financial markets and investment instruments including bonds, equities, futures, and collective investment vehicles. Understanding of investment principles and financial analysis. Previous experience in an analytical role within investments, asset management, pensions, actuarial, finance, or accounting. Why Apply? This is an excellent opportunity for an ambitious investment professional seeking to build their career within credit analysis and investment management. You'll gain exposure to senior stakeholders, investment governance processes, portfolio analysis, and strategic projects while working within a collaborative and supportive environment. A generous remuneration package is on offer along with a study support package for the CFA qualification should the successful applicant want to pursue this.
Jul 20, 2026
Full time
Are you an analytically minded investment professional looking to develop your expertise within credit and fixed income markets? An exciting opportunity has arisen within a highly regarded financial services institution for an Investment Analyst to join a growing investment team, supporting portfolio analysis, reporting, governance, and strategic investment initiatives. The Opportunity This role offers excellent exposure to credit portfolio analysis, investment reporting, and governance activities. Working closely with senior investment professionals, you'll play a key role in delivering high-quality analysis and management information that supports investment decision-making. Key Responsibilities Produce weekly, monthly, quarterly, and annual credit reporting. Analyse credit portfolios and provide meaningful insights to stakeholders. Develop and maintain high-quality management information and reporting. Prepare and deliver reports for governance and internal control committees. Support investment governance meetings and collaborate with external stakeholders where required. Assist with ongoing investment-related projects and strategic initiatives. Ensure regulatory and conduct standards are maintained. Provide broader support to the investment function as required. About You We're looking for a motivated analyst with strong technical capabilities and a genuine interest in investment markets. You'll ideally demonstrate: Prior experience in the investment sector Strong numerical and analytical skills with excellent attention to detail Degree educated in a science / numerical based subject Working with large datasets, analysis, and reporting Excellent written and verbal communication skills Strong organisational skills and the ability to manage competing priorities A proactive approach with the ability to work independently and as part of a team The ability to deliver accurate work within tight deadlines A desire to develop your technical investment knowledge and broaden your exposure across investment reporting and analysis Skills & Experience Advanced Microsoft Excel skills and strong proficiency across the Microsoft Office suite. Degree educated with experience in the Investment, Actuarial or Accounting industry in an analytical role Knowledge of financial markets and investment instruments including bonds, equities, futures, and collective investment vehicles. Understanding of investment principles and financial analysis. Previous experience in an analytical role within investments, asset management, pensions, actuarial, finance, or accounting. Why Apply? This is an excellent opportunity for an ambitious investment professional seeking to build their career within credit analysis and investment management. You'll gain exposure to senior stakeholders, investment governance processes, portfolio analysis, and strategic projects while working within a collaborative and supportive environment. A generous remuneration package is on offer along with a study support package for the CFA qualification should the successful applicant want to pursue this.
An exciting opportunity has arisen for an ambitious Actuarial Analyst to join a growing and innovative pensions consulting team. This role offers exposure to a wide range of actuarial, investment and pension scheme advisory work, supporting trustees, sponsoring employers, pension protection organisations and not-for-profit clients. You'll work in a collaborative environment where professional development is actively supported through structured training, mentoring and broad exposure across the business. This is an excellent opportunity for someone looking to build a long-term actuarial career while working directly with senior leaders and industry specialists. What You'll Be Doing Supporting the delivery of proactive, high-quality actuarial services across a portfolio of pension scheme clients. Preparing actuarial calculations, member benefit calculations and actuarial models. Assessing the impact of demographic changes, legislation and financial market developments on pension schemes. Drafting reports, presentations and technical client communications. Participating in client meetings and developing strong stakeholder relationships. Using innovative actuarial technology and analytical tools to assess risks and develop tailored solutions. Supporting projects focused on process improvement and service innovation. Developing specialist expertise in areas aligned with your interests and career goals. Your background Honours degree (2:1 or above in a science-based subject) Understanding of UK Defined Benefit pension schemes and the regulatory environment is desirable A-Level Mathematics or equivalent Strong analytical and problem-solving skills Excellent written and verbal communication skills Proficiency in Microsoft Office applications, particularly Excel and Word, with the ability to quickly learn new systems Experience working proactively and using initiative to manage and complete tasks Understanding of UK Defined Benefit pension schemes and the regulatory environment is desirable Why Apply? Structured actuarial training and professional development Exposure to a diverse client base across multiple sectors Direct interaction with senior leadership and experienced actuarial professionals Opportunity to contribute to innovative solutions within the pensions industry Supportive and collaborative environment with genuine career progression opportunities Opportunity to develop specialist expertise and broaden your actuarial knowledge
Jul 17, 2026
Full time
An exciting opportunity has arisen for an ambitious Actuarial Analyst to join a growing and innovative pensions consulting team. This role offers exposure to a wide range of actuarial, investment and pension scheme advisory work, supporting trustees, sponsoring employers, pension protection organisations and not-for-profit clients. You'll work in a collaborative environment where professional development is actively supported through structured training, mentoring and broad exposure across the business. This is an excellent opportunity for someone looking to build a long-term actuarial career while working directly with senior leaders and industry specialists. What You'll Be Doing Supporting the delivery of proactive, high-quality actuarial services across a portfolio of pension scheme clients. Preparing actuarial calculations, member benefit calculations and actuarial models. Assessing the impact of demographic changes, legislation and financial market developments on pension schemes. Drafting reports, presentations and technical client communications. Participating in client meetings and developing strong stakeholder relationships. Using innovative actuarial technology and analytical tools to assess risks and develop tailored solutions. Supporting projects focused on process improvement and service innovation. Developing specialist expertise in areas aligned with your interests and career goals. Your background Honours degree (2:1 or above in a science-based subject) Understanding of UK Defined Benefit pension schemes and the regulatory environment is desirable A-Level Mathematics or equivalent Strong analytical and problem-solving skills Excellent written and verbal communication skills Proficiency in Microsoft Office applications, particularly Excel and Word, with the ability to quickly learn new systems Experience working proactively and using initiative to manage and complete tasks Understanding of UK Defined Benefit pension schemes and the regulatory environment is desirable Why Apply? Structured actuarial training and professional development Exposure to a diverse client base across multiple sectors Direct interaction with senior leadership and experienced actuarial professionals Opportunity to contribute to innovative solutions within the pensions industry Supportive and collaborative environment with genuine career progression opportunities Opportunity to develop specialist expertise and broaden your actuarial knowledge
My client is a leading financial services provider and due to growth in their Pension De-Risking team they currently seek an experienced Pensions Data Analyst with Defined Benefit or Bulk Purchase experience to join their friendly team. This role sits at the heart of a fast-growing pensions risk transfer environment, offering exposure to complex data analysis, scheme onboarding, and regulatory-driven processes. The Opportunity You will support the successful onboarding and transition of defined benefit pension schemes into BPA arrangements, working closely with operational leadership and stakeholders. This is a highly technical role where you will analyse, reconcile, and validate complex pension datasets, ensuring accuracy and completeness prior to policyholder transfer. Key Responsibilities Analyse defined benefit pension datasets to assess quality, accuracy, and completeness Perform data reconciliation and validation across multiple datasets, including cleansed and transitioned data Review benefit specifications and ensure alignment with data and administration requirements Develop and maintain calculation models and spreadsheets covering areas such as pensions increases, revaluation, and payroll Support benefit calculation processes and technical adjustments within data analysis and reconciliation activity Track and document data changes, movements, and audit trails across the scheme onboarding lifecycle Test and reconcile parallel payroll runs and benefit calculations to ensure accuracy Identify data issues and implement solutions to improve data quality and prevent recurring errors Support adherence to regulatory, compliance, and governance standards within financial services Work collaboratively with stakeholders across operations, pensions administration, and technical teams The candidate Proven experience working with defined benefit pensions or BPA / pensions risk transfer environments Strong understanding of pension administration processes and benefit calculations Hands-on experience performing data analysis, reconciliation, and validation within pensions datasets Advanced Excel skills, including complex data manipulation High attention to detail with strong analytical and problem-solving capability Experience working within regulated, compliance-driven environments Strong communication skills and stakeholder engagement ability In return my client offer a generous remuneration package, varied and interesting workload, excellent prospects for development and hybrid working.
May 11, 2026
Full time
My client is a leading financial services provider and due to growth in their Pension De-Risking team they currently seek an experienced Pensions Data Analyst with Defined Benefit or Bulk Purchase experience to join their friendly team. This role sits at the heart of a fast-growing pensions risk transfer environment, offering exposure to complex data analysis, scheme onboarding, and regulatory-driven processes. The Opportunity You will support the successful onboarding and transition of defined benefit pension schemes into BPA arrangements, working closely with operational leadership and stakeholders. This is a highly technical role where you will analyse, reconcile, and validate complex pension datasets, ensuring accuracy and completeness prior to policyholder transfer. Key Responsibilities Analyse defined benefit pension datasets to assess quality, accuracy, and completeness Perform data reconciliation and validation across multiple datasets, including cleansed and transitioned data Review benefit specifications and ensure alignment with data and administration requirements Develop and maintain calculation models and spreadsheets covering areas such as pensions increases, revaluation, and payroll Support benefit calculation processes and technical adjustments within data analysis and reconciliation activity Track and document data changes, movements, and audit trails across the scheme onboarding lifecycle Test and reconcile parallel payroll runs and benefit calculations to ensure accuracy Identify data issues and implement solutions to improve data quality and prevent recurring errors Support adherence to regulatory, compliance, and governance standards within financial services Work collaboratively with stakeholders across operations, pensions administration, and technical teams The candidate Proven experience working with defined benefit pensions or BPA / pensions risk transfer environments Strong understanding of pension administration processes and benefit calculations Hands-on experience performing data analysis, reconciliation, and validation within pensions datasets Advanced Excel skills, including complex data manipulation High attention to detail with strong analytical and problem-solving capability Experience working within regulated, compliance-driven environments Strong communication skills and stakeholder engagement ability In return my client offer a generous remuneration package, varied and interesting workload, excellent prospects for development and hybrid working.
