Investment Analyst

Location: Reading/London
Reports to: Principal Investment Analyst
Role Purpose:
  • To provide analytical support for the DT Asset and Risk Modelling Team helping it achieve its FRP and on-going quarterly reporting services to asset managers
  • To support the on-going growth of the RTM/FRP service in order to meet current demands
  • To help in ongoing research for the development of financial models
  • Help the ARM team’s development of future business propositions
Key Responsibilities:
  • To analyse quarterly information provided by the DT asset manager clients and co-ordinate the delivery of their reporting requirements in a timely manner
  • To analyse initial Fund Risk Profiling reports with the team leader and ensure delivery in a timely manner
  • To be involved with on-going research requirements as directed by the DT Investment Committee
KPI’s and Measures:
  • All Fund Risk Profiling updates are accurate and communicated within agreed timelines
  • All external material and reports are produced to a very high degree of accuracy & quality
  • Feedback from within the team and the ability to support and work productively in team environment
Key Deliverables:
  • To support the request of fund data from our external asset manager clients on a quarterly basis
  • To disseminate changes for any fund related risk profile changes across internal DT stakeholders
  • To support the issue and updates to DT Fund Fact Sheets and other regular reports and provide second line quality control
  • To support the development set up and ongoing population of an internal funds database
  • ARM management team and analysts
  • DT product and data management teams
  • External asset manager clients (product specialists & marketers)
  • Knowledge of Excel (including VBA) and Databases (including SQL)
  • Additional knowledge of Programming in R, Python, Matlab, SAS would be an advantage but not essential
  • High levels of numeracy and excellent written/oral communications skills
  • Good Word and PowerPoint skills
  • A keen interest in the financial markets and a desire to make a career in this field
  • Team player with good interpersonal skills
  • A desire to sit the CFA/IMC examinations if not already undertaking
Knowledge Competencies:
  • Must have a strong ability to communicate complex concepts
Professional Qualifications:
  • Undergraduate/ Post graduate Degree educated in a highly numerate subject like Mathematics, Natural Sciences, Statistics, Computer Science, Economics, Finance
How to apply

Please email your CV and covering letter outlining why you are perfect for this role (with the job title in the subject line) to

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