Senior Investment Analyst

The Investing Senior Analyst tracks market rates, sets rates to be paid, and the daily quantity to be sold. Invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Being an Investing Senior Analyst requires a bachelor’s degree. Prepares periodic investment reports. In addition, Investing Senior Analyst typically reports to a manager. Investing Senior Analyst is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. Working as an Investing Senior Analyst typically requires 7+ years of related experience.

Senior Investment Analyst Job Description Template

Our company is looking for a Senior Investment Analyst to join our team.


  • Performing on-site due diligence on potential investment opportunities;
  • Working with internal and external stakeholders to produce investment memorandums for consideration by the investment committee;
  • Working with the modelling team to ensure continuous development and enhancement of those valuation models;
  • Dealing with creditors and European financial institutions, to progress transactions and obtain relevant data to support the valuation;
  • Post-acquisition, early review and analysis of actual performance vs. forecast;
  • Work alongside and mentor other colleagues in the team;
  • Department Info;
  • Skills Required;
  • Conducting third party fund research.


  • Challenging convention;
  • Writing, presentation skills;
  • Relevant prior experience in asset management, banking, insurance or consulting preferred;
  • Strong and demonstrable track record of interacting well with a broad range of stakeholders. Excellent written and numeracy skills;
  • Working to tight deadlines;
  • Required experience with the following: Morningstar, Excel (Advanced), Bloomberg, Microsoft Office;
  • Strong understanding of Insurance company investment strategy drivers, and balance sheets – both capital and profit reporting regimes;
  • Chartered Financial Analyst charter holder or qualified /part-qualified actuary is strongly preferred but not necessary;
  • Good initiative / project management. Happy to drive your own workload;
  • Organised, and a self- starter to drive projects and maintain momentum to implementation;
  • Strong attention to detail;
  • An interest in Impact and Sustainable investing;
  • Strong team player;
  • CFA Charterholder preferable;
  • At least five years’ experience conducting fund research, including Fixed Income funds.