Investment Analyst; Pensions

Location:

Cardiff

We're working with a well-established investment consulting team looking to add an Investment Analyst to support their growing pensions and investment advisory work. This is a great role if you enjoy analysis, research and client-facing work, and want exposure across a broad range of investment projects.

You’ll support senior investment consultants in delivering high-quality advice and reporting to pension scheme clients. The work is varied and gives you strong exposure to investment research, performance monitoring, trustee reporting and project work. Day to day, you'll be:

• Researching and analysing investment data using a range of sources including fund manager reports and market commentary
• Producing clear, accurate performance and monitoring reports, including analysis of asset allocation, risk and volatility
• Supporting trustee meetings by preparing papers, attending meetings and producing minutes and action logs
• Liaising with fund managers and helping organise client meetings and review sessions
• Assisting with investment transitions, including cost analysis, risk assessment and transition reporting
• Helping maintain investment databases and ensuring data quality and accuracy
• Supporting wider projects such as ALM, LDI and de‑risking analysis, and drafting client advice reports

This role would suit someone early in their investment, pensions or actuarial career who enjoys working with data but also wants client exposure. You'll ideally have:

• A degree (or equivalent) in a numerical or analytical subject such as maths, economics, finance or similar
• Some experience or understanding of investments, pensions or actuarial work (helpful but not essential)
• Strong analytical skills and attention to detail
• Good written and verbal communication skills
• A proactive, organised approach and the ability to juggle deadlines
• An interest in developing professionally and studying towards relevant qualifications

• Broad exposure across pensions investment work rather than a narrow niche
• A collaborative team environment with strong support and training
• A role that genuinely mixes analysis, projects and client interaction
• Clear development opportunities as the investment function continues to grow
• If you want something that's more than just spreadsheet work, with real client impact and long-term progression, this one's worth a look

Eames Consulting is acting as an Employment Agency in relation to this vacancy.