Skip to content

General information

Posting ID
POOL01
Type of employment
Permanent
Organisation
Pool Re Services Limited
Salary Banding MIN
£ 65000
Location
London
Salary Banding MAX
£ 75000
Workplace Type
Hybrid

Description & Requirements

Investment Analyst

 

Pool RE

 

Location: London – Hybrid role with 60% office attendance

 

Salary: £65,000 - £75,000 depending on experience. Discretionary performance bonus up to 20%

 

About the role:

The Investment Analyst supports the Head of Investments in managing the company’s investment portfolio, contributing to research, monitoring, analysis, and strategic decision-making.

This role plays a key part in ensuring the investment function operates with strong compliance oversight, governance and responsiveness to market and regulatory developments.

 

Role responsibilities:

 

Portfolio Monitoring & Analysis

  • Monitor performance, risk metrics, and exposures across the company’s investment portfolio, preparing regular dashboards and commentary for senior leadership.
  • Support the Head of Investments in evaluating portfolio positioning relative to strategic asset allocation and risk constraints

 

Manager & Asset Class Research

  • Prepare materials for manager review meetings and maintain documentation of ongoing oversight.
  • Assist in due diligence processes, including reviewing manager reports, performance data, and ESG disclosures.
  • Support Head of Investments on research of external investment managers, funds and asset classes within the company's investment risk appetite

 

Strategic Support & Decision Preparation

  • Prepare investment proposals, briefing notes, and scenario analyses to support strategic decisions by the Head of Investments, CFIO and Investment Committee.
  • Contribute to the development and refinement of investment policies, guidelines, and risk frameworks.
  • Support the strategic asset allocation review process with data gathering, modelling, and comparative analysis.

 

Reporting & Communication

  • Produce clear, concise investment reports for internal stakeholders, including senior management, the Investment Committee, and the Board.
  • Coordinate with actuarial, finance, and risk teams to ensure investment insights are integrated into broader business planning.
  • Maintain organised, accurate documentation of research, analyses, and investment decisions.
     
     

What we are looking for in you:

 

  • Experience in investment analysis, asset management, insurance investments, or a related financial field.
  • Strong analytical skills with the ability to interpret complex data and communicate insights clearly.
  • Proficiency with analytical tools (e.g., Excel, Clearwater, Bloomberg, or similar platforms).
  • Ability to work independently in a small team environment, managing multiple priorities.

 

QUALIFICATIONS:

  • Progress toward CFA, IMC, or similar professional qualification.
  • Preferable experience working within the investment function for other insurance companies
  • Experience working with external investment managers or multi-asset portfolios.
  • Understanding of ESG integration and sustainability-related investment considerations

 

 

Regulatory Accountabilities

 

Conduct Rules for Employee

As a Conduct Rules Person, you must comply with the regulators’ individual conduct rules as set out in the Code of Conduct part of the Financial Conduct Authority’s Handbook.

 

Pool RE

Pool Re is a mutual reinsurance company which works in partnership with the UK Government and the insurance industry to ensure that every business in Great Britain can access affordable and comprehensive terrorism insurance. We use our expertise, experience, resources and relationships to help policyholders to understand terrorism risk and identify what they can do to protect their businesses.

 

Benefits:

  • 25 days holiday entitlement
  • 5 days paid volunteer leave
  • 10% Employer pension contribution
  • Life assurance
  • Income protection
  • Season ticket loan
  • Cycle to work scheme
  • Professional membership subscription


 

Apply