Senior Investment Analyst

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Maintain high standard of service to our clients

Follow the correct do-check-review procedure for each task and stamp/sign off to show confidence in work
Clearly lay out calculations with all figures in reports and emails supportable and evidenced on file
Check work of junior trainees and ask questions/highlight to any further checker where do not feel confident to fully sign-off the work
Ensure use of standard models and templates where available
Answer phone promptly and politely. Phone notes passed on where appropriate
Draft emails, letters and reports with a professional tone, with the target audience in mind and with reference to previous communications if appropriate
Acknowledge queries by email and pass on or answer promptly
Ensure work complies with the Technical Actuarial Standards and DPB Handbook where appropriate
Ensure files and directories are kept orderly and up-to-date. File should be named sensibly with version control

Ensure that client work is carried out within budget and agreed timescales

Communicate with the team to understand timescales, budgets and priorities
Understand budgets applicable to each project and notify senior investment consultants where budgets are likely to be exceeded
Minimise time spent by more senior staff by ensuring work is easy to follow. Clearly set out any checks that have been performed and any issues and assumptions that have required judgement. Address any issues before senior staff review where possible
Manage own workflow ensuring that work is carried out within agreed timescales. Notify team members of any conflicts in priorities or problems meeting deadlines
Support the client managers in providing billing information where required
Keep timesheet up to date and accurate. Description should be provided in an appropriate level of detail
Develop Excel and other IT skills to ensure work is done efficiently making full use of tools (e.g. Excel functions, Mantle) available
Help develop standard templates and processes to routine investment consulting work, such as quarterly reports, SIPs, manager advice and transitions.

Develop into a client-facing consultant

Identify gaps in technical knowledge and formulate plan to gain experience in key areas
Attend manager research meeting to understand different investment approaches and asset classes in greater detail
Read internal emails, newsletter and other news publications to keep up to date with current issues
Make good progress in actuarial or FCA exams
Attend client meetings and contribute to discussions where required and appropriate
Build relationships with specific clients where appropriate
Manage all investment work on specific clients as agreed ensuring deadlines are agreed and met

Support the junior investment analysts in their development

Provide other team members with training when requested, and when required
Explain any changes that are made to investment analysts’ work to ensure they learn from mistakes
Provide regular feedback to investment analysts throughout the year, including requesting that files are updated and review procedures are followed
Support investment analysts in managing their workload and communicating to other team members
Provide formal training sessions for the investment analysts where appropriate

Contribute appropriately to the investment team

Contribute to newsletter articles/press releases/thought pieces
Contribute to the manager research effort, arrange and attend meetings, draft notes from meetings and offer views on the managers’ offerings.
Notify managers where not enough work so that work can be reallocated as appropriate
Provide support to any internal projects as agreed within team
Provide constructive feedback to team members when requested, and when required (including positive feedback)
Build relationships with other teams to understand their role
Ensure Outlook calendar is up to date with study, holiday and time out of office/unavailable
Update study, banked days and holiday plans on central spreadsheet

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