Pensions Investment Analyst - Hybrid, Broad Exposure

The Actuary; Cardiff; Hybrid; GBP 30,000 - GBP 40,000; Full time

Job summary

A well-established investment consulting firm in Cardiff seeks an Investment Analyst to support senior consultants with pension and investment advisory work. The role involves detailed analysis, research, and client interaction across diverse investment projects. Candidates should have a degree in a numerical field and possess strong analytical and communication skills. This position promises significant professional growth and the chance to engage in meaningful work beyond typical spreadsheet tasks.

Benefits

Collaborative team environment

Strong support and training

Development opportunities

Qualifications

• A degree (or equivalent) in a numerical or analytical subject.
• Some experience or understanding of investments, pensions or actuarial work.
• Strong analytical skills and attention to detail.

Responsibilities

• Support senior investment consultants in delivering advice to clients.
• Research and analyse investment data using various sources.
• Produce performance and monitoring reports on investment data.
• Prepare papers for trustee meetings and attend as needed.
• Liaise with fund managers and organise client meetings.

Skills

Analytical skills

Attention to detail

Communication skills

Organisational skills

Education

Degree in maths, economics, finance or similar

Job description

A well-established investment consulting firm in Cardiff seeks an Investment Analyst to support senior consultants with pension and investment advisory work. The role involves detailed analysis, research, and client interaction across diverse investment projects. Candidates should have a degree in a numerical field and possess strong analytical and communication skills. This position promises significant professional growth and the chance to engage in meaningful work beyond typical spreadsheet tasks.