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Senior Investment Analyst (Surrey based)

Job details



Date Posted

3 October 2018



Job Type

Job ID



Competitive Salary


A boutique investment consulting firm are looking to hire a Senior Investment Analyst to join the Investment team.

As a Senior Investment Analyst in the team you will assist in supporting the investment consultants providing first class service to a range of small/medium UK pension schemes.

Key responsibilities:

  • Conducting manager research and regularly attending Fund Manager meetings to develop views on suitability of investment funds for clients
  • Develop and maintain asset-liability models
  • Attend and participate in client meetings alongside investment consultants
  • Contribute to quarterly investment reporting, research reports and other research material for internal use and external clients
  • Conduct asset transfers, including using investment platforms

Person Specification

  • Minimum 4 years’ similar experience within an investment consulting team
  • Strong interpersonal skills with the ability to build strong internal and external networks
  • Working towards CFA or Actuarial qualification
  • Excellent analytical skills
  • Strong working knowledge of investment markets and a broad range of asset classes

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.


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