Investment Analyst (Pensions)

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

Overview

Location: Cardiff. We are 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.

Responsibilities

• Support senior investment consultants in delivering high-quality advice and reporting to pension scheme clients.
• Research and analyse investment data using a range of sources including fund manager reports and market commentary.
• Produce clear, accurate performance and monitoring reports, including analysis of asset allocation, risk and volatility.
• Support trustee meetings by preparing papers, attending meetings and producing minutes and action logs.
• Liaise with fund managers and help organise client meetings and review sessions.
• Assist with investment transitions, including cost analysis, risk assessment and transition reporting.
• Help maintain investment databases and ensure data quality and accuracy.
• Support wider projects such as ALM, LDI and de-risking analysis, and draft client advice reports.

What they're looking for / Qualifications

• 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.

Why consider it?

• 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.

Application and eligibility

Fields marked with an asterisk (*) are required. Please note: the following application-related sections and fields were part of the original page but have been removed for clarity and focus on the role itself.

Location-related details: South East / hybrid 3 days p/w office-based (as applicable).