Investment analyst (credit) Work, Jobs in Bledlow, Bkm (with Salaries)

Investment Analyst (Credit)
UTMOST WEALTH SOLUTIONS —Aylesbury
- Full-time
- Microsoft Excel
- Data analysis skills
- Communication skills

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Investment Analyst (Credit)
UTMOST WEALTH SOLUTIONS —Aylesbury
Target Grade ULP Level 2. Provide analysis of credit portfolios. Delivery of weekly, monthly, quarterly and annual credit reporting.
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Investment Analyst (Credit)

UTMOST WEALTH SOLUTIONS
Aylesbury

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Job details

Full-time

Qualifications

Investment
Financial Conduct Authority guidelines
Microsoft Excel
Report generation
Actuarial experience
Stakeholder liaison
Data analysis skills
Microsoft Office Suite
Financial analysis
Numeracy
Credit risk evaluation (Risk analysis)
Management reporting
Communication skills
Project progress tracking

Full job description

Vacancy No

VN924

Location Country

United Kingdom

Work Location

Job Details

Delivery of weekly, monthly, quarterly and annual credit reporting.
Provide analysis of credit portfolios.
Production of quality Management Information.
Responsible for delivery of periodic reports to internal control/ governance forums.
Supporting investment governance meetings and liaison with third parties where required.
Support the business as required.
Supporting ongoing projects.
Comply with the FCA’s conduct and Consumer Duty rules and the PRA’s conduct standards as set out.
Notify the regulator(s) of matters reasonably expected to be notified.

Core Competencies

Numerate and accurate with a keen eye for detail.
Ability to work with data sets, perform analyst and produce MI.
Good communication skills, both verbal and written, as well as problem solving skills.
Clear desire to develop and involve your technical knowledge and hands on investment and reporting exposure.
Team player, with highly flexible approach to work especially during reporting periods.
Ability to organise and prioritise workloads.
Accurately plan and produce work and report progress against agreed schedules and tolerances to stakeholders.
Expectation to be able to work independently as well as playing a key role within the team.
Ability to work under pressure and produce results within tight timescales.

Experience and qualifications

Advanced working knowledge of Microsoft Office, especially Excel.
Knowledge of financial assets, instruments (e.g. equities, bonds, futures, fund structures etc.) and investment theories.
Previous experience within investments, actuarial or accounting in an analytical role.

Key Responsibilities

Key Tasks

Key Requirements

Target Grade

ULP Level 2

Group

Utmost Group Limited

Company

Utmost Life & Pensions UK

Entity

ULP UK

Business Department

ULP - Investments

Team

ULP - Investments

Control Function (CF)

Standard hours per week

Regulated Role

Employment Type

Full-Time

Duration

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investment analyst (credit) jobs in bledlow, bkm

Investment Analyst (Credit)

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