Investment Analyst; Pensions

Overview

Location:

Cardiff. We're working with a well-established investment consulting team looking to add an Investment Analyst to support their growing pensions and investment advisory work. This is a great role if you enjoy analysis, research and client-facing work, and want exposure across a broad range of investment projects.

• Researching and analysing investment data using a range of sources including fund manager reports and market commentary
• Producing clear, accurate performance and monitoring reports, including analysis of asset allocation, risk and volatility
• Supporting trustee meetings by preparing papers, attending meetings and producing minutes and action logs
• Liaising with fund managers and helping organise client meetings and review sessions
• Assisting with investment transitions, including cost analysis, risk assessment and transition reporting
• Helping maintain investment databases and ensuring data quality and accuracy
• Supporting wider projects such as ALM, LDI and de-risking analysis, and drafting client advice reports

• A degree (or equivalent) in a numerical or analytical subject such as maths, economics, finance or similar
• Some experience or understanding of investments, pensions or actuarial work (helpful but not essential)
• Strong analytical skills and attention to detail
• Good written and verbal communication skills
• A proactive, organised approach and the ability to juggle deadlines
• An interest in developing professionally and studying towards relevant qualifications

• Broad exposure across pensions investment work rather than a narrow niche
• A collaborative team environment with strong support and training
• A role that genuinely mixes analysis, projects and client interaction
• Clear development opportunities as the investment function continues to grow

If you want something that's more than just spreadsheet work, with real client impact and long-term progression, this one's worth a look.

Eames Consulting is acting as an Employment Agency in relation to this vacancy.