Investment Performance Analyst

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

Financial Services

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

opportunity to support the management of Policyholder Funds; covering all aspects of investment, operations, stakeholder management, stewardship and development.

This role is based in London.

This role will be Via Umbrella.

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

Key Responsibilities

• Support the development and delivery of investment strategy, performance, portfolio construction and manager change as it relates to Policyholder Funds.
• Responsible for BAU and ad-hoc issues effecting Policyholder business.
• Assist in stakeholder management to include representation at governance forums, committees and independent oversight bodies as required.
• Function as an Asset Management interface for Policyholder Investment Office with internal teams including Pensions and Savings, Finance, Compliance, Risk and Actuarial.
• Work with and support Head of Portfolio Management and wider team in delivering optimal policyholder outcomes across With Profits.
• Assess, design, and implement consolidation and harmonisation strategies.
• Work with Asset Management colleagues on areas such Investment Strategy/Strategic Asset Allocation (SAA) implementation, performance analysis, and integration of Sustainability and ESG.

Key Requirements

• Broad understanding of all investment management, investment operations, regulatory environment, evolution, policyholder outcomes and product types
• Knowledge of investment markets, investment strategy and fund management methodologies as they apply to With Profits
• Understanding of asset classes across equities, Fixed Income, and alternatives (illiquid) and their application
• Experience of interacting with stakeholders across multiple disciplines ie Actuarial, Finance, Operations and Risk.
• Some progress in a relevant professional qualification (or willingness to pursue) and/or applicable work experience.
• Broad understanding of legal, tax and regulatory environment.

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