Investment Analyst (Life & Pensions)

  • To provide investment analysis activity in accordance with statement of investment principles (SOIP) and provisions.
  • To assist with the investment administration processes within Life & Pensions, and relationship coordination.
  • To advise senior management as to the suitability of investment strategies and investment policies, act as an internal expert on investment matters.

Key Responsibilities

Investments

  • Reviewing all investments for Life & Pensions, in line with the Investment Principles
  • Accurately record all investments on back office systems
  • Maintaining and updating the status list of accepted and rejected investments
  • Investigation, analysis, review, recommendation, and documentation of all non-standard pension investments
  • Monitoring investment applications for transfers in and new business
  • Portfolio reviews and analysis
  • Thorough research via use of the appropriate medium
  • Critically evaluating information gathered from multiple sources
  • Forwarding all bond provider investment updates to members/IFAs
  • Represent the company as a member of the Investment Committee/Structured Notes Committee and Investment Forum

Distressed Assets

  • Producing monthly/quarterly MI on distressed assets and suspended funds for board meetings
  • Tracking/ recording all updates related to suspended/distressed funds
  • Liaise with legal functions to agree targeted actions plans and share these with Senior Management & Directors
  • Produce/co-ordinate mailings for investment updates to clients and members

Dealing Instructions

  • Carry out spot checks on DFM arrangement to ensure trades are aligned with SOIP
  • Feedback errors and recommend solutions where necessary

Self Direct Members

  • On boarding/processing applications for Self-Direct Scheme Members in accordance to regulations
  • Producing Deed of Indemnity/Power of Attorneys and renewals
  • Ongoing relationship coordination & renewals of Self-Direct Scheme Members

General Admin

  • Communication with advisers/ internal teams
  • Using a variety of sources to respond to requests for information
  • Ensuring records are accurate and compliant with regulations
  • Maintaining client data within the primary back office system
  • Supporting new business by reviewing investments and assets identified on the application to ensure they are aligned to our SOIP

Key Competencies

  • Able to work independently and within a team environment with a flexible and adaptable attitude
  • Capturing and thoroughly understanding business requirements
  • High level of analytical skills to critically evaluate information gathered from multiple sources
  • Keen attention to detail
  • Able to meet deadlines without compromising work quality
  • Organised and flexible in approach and able work under pressure
  • Investment experience
  • Ability to prioritise work efficiently

Qualifications:

Essential:

  • Business related degree (minimum 2nd class) or equivalent professional qualification

Desirable:

  • A financial planning qualification

Skills:

  • IT literate
  • Organisation and time management skills
  • Strong written and verbal communication skills
  • Good interpersonal skills
  • Research & data manipulation skills
  • Attention to detail
  • Facilitating skills
  • Analytical & problem solving skills
  • Strong influencing and communication skills
  • Strong decision making skills

Knowledge:

  • Broad-based business applications background
  • E-commerce in B2B and B2C environment
  • Financial Services environment, ideally pensions and relevant regulatory authority
  • Method’s of interpreting and analysing external research data
  • Project lifecycle methodology (e.g. Prince2)

Experience:

Minimum 2 years’ experience working in a Financial Services environment:

  • Analysing and interpreting key information
  • Identifying and recommending appropriate solutions to meet business requirements
  • Strong proven investment and portfolio skills/understanding
Job Category: Latest jobs in Gibraltar
Job Type: Full Time
Job Location: Gibraltar
Salary: DOE

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