Investment Analyst

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Onboard, oversee, and administer Non-Standard / Specialist investments throughout the Nucleus group.

• Perform comprehensive due diligence evaluations on Non-Standard / Specialist investments to assess their acceptability.

• Provide recommendations with in-depth rationales to Senior Leadership.

• Collaborate with administrative support to complete asset onboarding and confirm accurate title receipt.

• Serve as a point of contact for escalations and intricate technical investment challenges.

• Process client instructions and handle internal and external inquiries across various communication channels.

• Evaluate risks related to Non-Standard / Specialist investments and ensure compliance with regulatory guidelines.

• Identify departmental risks and escalate issues to the Technical Team Leader.

• Generate and utilize management information reports and board papers to aid in risk mitigation and precise record-keeping.

• Develop, review, and enhance process guides, essential literature, controls, communication templates, and webpages.

• Assist with regulatory data requests.

• Review modifications to existing or ongoing fees for active and impaired Non-Standard investments.

• Analyze Workplace Pension Scheme data, create investment reports, and initiate actions and customer notifications.

• Share expertise and support colleagues within the Technical Investment team and the broader business.

• Establish and maintain relationships with third-party suppliers and clients.

⛳️ Requirements

• Prior experience in the financial services sector, preferably within a SIPP provider.

• Familiarity with the SIPP investment lifecycle and the risks associated with a diverse range of investments.

• Understanding of various asset classes and their effects on operational processes.

• Exceptional relationship-building abilities.

• Capacity to prioritize high-impact tasks while ensuring attention to detail.

• Outstanding communication skills.

• Proficient in anticipating colleagues' needs and managing conflicting priorities.

• Ability to think creatively and devise new solutions for existing challenges.

• Strong organizational and prioritization capabilities.

• Keen attention to detail.

• Proficient in managing multiple complex tasks and projects.

• Ability to work within established timeframes, KPIs, service standards, and regulatory reporting obligations.

🏝️ Benefits

• Non-contributory pension.

• Bonus.

• Enhanced parental leave.

• Paid time off for emergencies.

• Health and wellbeing initiatives.

• Flexible working options.

• Cultural contributions valued above technical proficiency.

• Rewarding and enjoyable work environment.