Investment Analyst

Dubizzle Limited; City of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services firm in London is seeking an Investment Analyst to analyze debt and equity investments, manage key transactions, and collaborate effectively across teams. The ideal candidate will possess a recognised qualification (CFA or ACA), strong communication skills, and a passion for optimizing processes. This role offers competitive pay, annual bonuses, health benefits, and a commitment to diversity and inclusion.

Benefits

Private medical insurance

28 days' annual leave

Study support with qualifications

Generous pension scheme

Qualifications

• Experience in a transactional role in private assets (debt or equity).
• Demonstrable experience of working well in a team environment.
• Experience of conducting detailed research and applying findings.

Responsibilities

• Analyse and execute debt and equity investments.
• Manage transactions relating to key investment initiatives.
• Develop technical skillset and mentor junior members of the team.

Skills

Strong time management

Strong organizational skills

Strong communication skills

Ability to manage people

Very strong commercial acumen

Strong capability in MS Office

Education

Recognised qualification or working towards CFA/ACA

Tools

MS Excel

Job description

Overview

Pension Insurance Corporation (“PIC”) provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. Our purpose is to pay the pensions of our current and future policyholders. We achieve our purpose by setting Company-wide strategic objectives and driving a healthy culture based on our PIC Values of Resilient, Adaptable, and Loyal.

Opportunity

PIC has a fantastic opportunity for an Investment Analyst to join its PIC Capital department. The role involves responsibility for the analysis and execution of debt and equity investments and investment strategies, and requires the ability to effectively collaborate across the business within PIC as well as being the first point of contact for external stakeholders to transact efficient.

Responsibilities

Specific accountabilities assigned to the role of Investment Analyst within the PIC Capital:

• Work within the investment strategy team to critically appraise investment opportunities, including regular meetings with asset managers/investment agents, conducting market research, writing and presenting strategy papers and gaining internal support for the investment initiatives.
• Work alongside investment lead in allocated area to manage transactions relating to key investment initiatives, for example, acting as principal in private equity real estate acquisitions, or as portfolio manager in the disposition of illiquid fund interests, as required.
• Transactional accountabilities include project management, liaison with legal counsel, commercial negotiation of term sheets/heads of terms and transaction documents (DFA/SPA etc), writing and presenting committee papers, building and reviewing financial models, working with Investment Risk, Credit Research Market Solutions and other internal stakeholders as required to close the transaction
• Represent PIC at industry events, build PIC’s external network and share market intelligence internally
• Take responsibility for continuing to build the private assets business at PIC, including constant improvement in processes, data analytics, management information and human capital: the investment analyst will seek to develop their own technical skillset through professional qualifications as well as developing junior members of the team

Experience

• Recognised qualification or working towards e.g. CFA/ACA and/or employment record in transactional role in private assets (debt or equity)
• Demonstrable experience of working well in a team environment
• Track record of successfully managing internal and external stakeholders
• Experience in challenging the status quo and improving processes
• Experience of conducting detailed research and applying findings
• Experience working on transactions in relevant sectors, including UK real estate, infrastructure and private credit

Knowledge

• Good understanding of alternative assets including risk and return metrics, credit rating methodologies and documentation.
• Knowledge of different asset classes and funding structures within the private asset universe.
• Practical understanding of investing from a SUK balance sheet and knowledge of the matching adjustment.
• Good knowledge of investment trends in key markets including UK real estate, infrastructure and private credit.

Skills

• Strong time management skills with proven ability to manage workload and appropriately prioritise deadlines and deliverables.
• Strong organisational skills, e.g. ability to project manage a transaction.
• Strong communication skills including ability to draft comprehensive investment papers and effectively present them to committees, ensuring clarity, accuracy, and strategic alignment.
• Ability to persuade and influence both directly and indirectly
• Ability to manage people and other resources effectively
• Ability to organise work to meet deadlines
• Very strong commercial acumen
• Strong capability in MS office applications, especially Excel
• Demonstrable resilience in doing new things/pushing boundaries

DEI at PIC

At PIC, we believe that true innovation stems from embracing diverse perspectives, backgrounds and experiences. We are committed to building a workplace where every individual, regardless of race, gender identity, sexual orientation, disability, age, religion, or socio-economic background, feels valued, heard and empowered to succeed. We hold ourselves accountable through ongoing initiatives, such as inclusive hiring practices, and equitable career development opportunities that support belonging and community. While we’re proud of our progress, we recognise there’s work ahead, and we remain dedicated to listening, learning and evolving together.

Benefits

In addition to a competitive base salary and the opportunity to participate in our annual, performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you will get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), study support with qualifications, a generous pension scheme and much more.