Investment Analyst - Asset Allocation

Investment Analyst – Asset Allocation

Nest Invest

London (Hybrid working)

Ensure you read the information regarding this opportunity thoroughly before making an application.

Nest Invest is on an ambitious journey to become one of the world’s largest asset owners. With c.£60 billion AUM today, we’re on track to more than double that figure by the end of the decade. This rapid growth brings exciting opportunities and increasing operational complexity.

The Nest investment team is responsible for investing members’ contributions in order to grow their retirement pots over the long-term.

The responsibilities of the team include:

• Asset allocation and portfolio risk management
• Manager selection and monitoring
• Responsible investment
• Investment communications
• Fund administration
• Investment technology and financial modelling
• The development of the investment proposition

As our portfolio expands, we shall internally manage more of the investment decision making and process, whilst concurrently engaging with a broader range of external partners. As result, operational excellence becomes more critical than ever. We’re building a capability and culture that embraces innovation, leverages technology, and harnesses the power of data to deliver exceptional outcomes for our members.

The Role

The Investment Analyst will sit within the Asset Allocation function and be responsible for supporting the implementation of asset allocation decisions and the ongoing managing and monitoring of investment portfolios.

You will carry out routine asset allocation, portfolio rebalancing, and implementation activity and work closely with the Investment Operation team to ensure the effective operation and documentation of the investment management process.

The Investment Analyst will contribute to market and asset class analysis to help inform strategic and tactical allocation decisions whilst in conjunction developing a strong understanding of Nest Invest’s investment approach, portfolio construction methodology, and governance framework, with scope and responsibility of the role evolving over time as capability improves.

The Person

This is a brand new role and a fantastic opportunity for a developing, passionate and ambitious investment professional to come into a rapidly and sustainably growing asset manager, where they will have excellent career development and progression opportunities as well as an environment that can offer long term stability. We are looking for:

• A driven, ambitious and passionate Investment Analyst, ideally with experience of asset allocation and a macroeconomic, top down approach to investment analysis.
• Foundational knowledge of financial assets and instruments (e.g. equities, bonds, derivatives) and core investment concepts, with exposure to asset allocation principles a strong advantage.
• Awareness and appreciation of statistical techniques and experience of applying empirical analysis to historical financial data.
• Exposure to portfolio analysis across multiple asset classes, with experience across both public and private markets a clear advantage.
• Strong working knowledge of Microsoft Office applications, particularly Microsoft Excel, with the ability to build and interpret analytical models.
• A strong interest in self‑development, with a proactive and positive (“can‑do”) approach to learning new skills and taking on new tasks
• Ability to manage time effectively, prioritising work and meeting deadlines in a structured environment.
• Good communication skills, with the ability to engage respectfully and clearly with people from a range of professional backgrounds.
• A genuine interest in investment management and a willingness to develop analytical and problem‑solving skills.

Organisational Overview

Nest is an award-winning workplace pension scheme, the largest in the country.

Set up by the government to give every worker in the UK somewhere to save, our first-class responsible investment practice and governance are the backbone of what we do, supported by all the functions you’d expect to find in a thriving business. We’re committed to creating a workplace where you can be your authentic self and offer an inclusive and flexible working environment.

To apply or for an informal discussion, please contact Braidie Cole:

Directorate/Department Overview

The Investment directorate (Nest Invest) is responsible for investing members’ contributions in order to grow their retirement pots over the long-term. The responsibilities of the team include:

• Asset allocation and portfolio risk management
• Manager selection and monitoring
• Responsible investment
• Investment communications
• Fund administration
• Investment technology and financial modelling
• Contributing to the development of the investment proposition

From December 2019, the Nest Investment team was seconded into Nest Invest Ltd (Nest Invest), the investment subsidiary of Nest Corporation.

Nest Invest is authorised and regulated by the Financial Conduct Authority (FCA). For the role holder, this means working in a regulated entity, and being required to adhere to certain rules and behaviours included in the FCA’s Code of Conduct (COCON), specifically the individual Conduct Rules defined by the FCA.

Flexible and agile working

Everyone's personal situation is different. To make the most out of hybrid working, we've introduced different ways of working, which include (subject to role requirements):

• hybrid of office (Canary Wharf, London) and home working (there will be an expectation to attend the office, once - twice a week, or more, as required)
• reduce or vary working hours
• reduce or vary the days worked
• work compressed hours
• job share

Diversity, Equity and Inclusion

Everyone is welcome to apply for our roles and we particularly encourage applications from Black, Asian and minority ethnicity, LGBTQ+, and disabled candidates.

Everyone is welcome to apply for our roles, and we are determined to ensure that no applicant or employee receives less favourable treatment because of their age, belief, disability, gender identity, marital status, national origin, pregnancy or caring responsibilities, socio economic background, sex, sexual orientation, religion or race or any other legally protected status.

We also recognise the importance of diversity of thought and other forms of neurocognitive variation.

As a Level 2 Disability Confident organisation, we’re part of the guaranteed interview scheme. This means should you meet the minimum criteria for this role, you will automatically be put forward for an interview. xwzovoh

Please note that this advert may close early if we receive a sufficient number of satisfactory applications.