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Choose how to apply
Direct apply stays available. Senna materials are optional.
Apply
Go straight to the employer application page.
Contact Ryan K.
r****[email protected]
Add these Keywords to Your CV
These are the role signals most likely to be picked up by ATS and recruiter screens. Add them only where they are genuinely evidenced in your experience.
Fixed Income asset class knowledge
Regulatory reporting — Lloyd's, Solvency II, ALM, stress testing
Portfolio and mandate monitoring
Cash flow management and forecasting
How to Reach Out and Get Noticed
Ryan K.
Recruitment Consultant
C****
Verified
Asset Management Firm
What to message Ryan
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Join to ViewHow to Position Yourself for this Role
**
Lead with fit
Open with Private Equity and Regulatory reporting — Lloyd's, Solvency II, ALM, stress testing in the first third of your CV.
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Bridge your story
Frame your background around Lloyd's Syndicate investment team instead of generic finance interest.
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Mirror the brief
Repeat the brief’s language around CFA Track before your achievements.
**
Prove it fast
Add one quantified example that makes CFA (in progress or completed) easy to screen.
See where your background lines up with the brief, how visible your strongest role signals are, and which gaps make the profile feel weaker on first pass.
This comparison highlights where your CV already reads close to the role, where recruiter-facing language is still missing, and what to emphasise before applying.
Fit commentary
Missing signals
Positioning guidance
Key skills
Fixed Income asset class knowledge, Regulatory reporting — Lloyd's, Solvency II, ALM, stress testing, Portfolio and mandate monitoring
Qualifications
CFA (in progress or completed), IMC (in progress or completed)
Typical backgrounds
Lloyd's Syndicate investment team, Insurance asset management (large insurer investment function)
Experience
2–4 years implied based on seniority, regulatory reporting scope, and expectation to independently challenge external managers
Salary Trend by Experience
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Role overview
Casson X is hiring a permanent Investment Analyst in the City of London at up to £75,000, reporting to the Head of Investments. The firm is an asset manager mid-transition, bringing a multi-manager investment function in-house from a major insurance group. The analyst will own regulatory reporting (Lloyd's, Solvency II, ALM, stress testing), portfolio monitoring, mandate compliance, cash flow management, and contribute to process automation. This is a build role — the incoming hire will help establish reporting infrastructure and operational frameworks from scratch rather than maintain an existing steady-state function.
Candidates with direct experience in a Lloyd's Syndicate or large insurance investment environment will be prioritised. Fixed Income knowledge is non-negotiable. Regulatory reporting fluency (Solvency II, Lloyd's) and familiarity with Aladdin or Bloomberg PORT will separate shortlisted candidates. Technical proficiency in SQL, Python, Power BI, and Excel is a strong differentiator. CFA or IMC progress is viewed favourably but not mandatory.
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What backgrounds usually get interviews?
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Join to ViewCompetition
How hard is it to get an interview for this role?
Expect competition from analysts currently sitting in Lloyd's of London market firms (syndicates, managing agents), insurance investment teams at large UK insurers, and investment operations roles at asset managers with insurance clients.
The Lloyd's market is relatively small and networked — candidates already known to Ryan Kuhn or Casson X through prior placements or referrals will have an edge.
The salary of up to £75,000 is competitive for analyst level in this niche, which will attract strong applicants.
Primary competition comes from Lloyd's market and insurance investment insiders
Salary is strong for analyst level — expect a quality applicant pool
Candidates with Aladdin experience from insurance mandates are a direct competitive threat
Generalist equity or multi-asset analysts without regulatory reporting are weak competition
Risk
Who usually gets rejected for this role?
The primary risk is that the Lloyd's or insurance investment experience filter is applied strictly at first screen — if your background does not include this, your application may not progress regardless of other strengths.
A secondary risk is that Fixed Income is treated as a hard requirement and multi-asset or equity-heavy backgrounds are screened out early.
The role is also in a period of structural change, which means ambiguity in scope and reporting lines is likely in the first 12 months — candidates who prefer defined processes may find the build environment uncomfortable.
Lloyd's/insurance filter is likely applied at first screen — mitigate by making it explicit in your application
Fixed Income must be your primary asset class — multi-asset or equity-heavy profiles carry rejection risk
Build environment means ambiguity — assess your own preference for structured vs. greenfield roles
£75,000 cap may be below market for senior analyst profiles with 4+ years of direct experience
Tailored Materials
Use tailored application materials for this role
Cover note (3–4 sentences): Open by naming your current firm and your Lloyd's or insurance investment background.
State your Fixed Income focus and name one specific regulatory framework you have delivered (e.g.
Solvency II look-through, Lloyd's QRTs).
Cover note must name Lloyd's or insurance background in sentence one
Reference Solvency II or Lloyd's QRTs by name — not just 'regulatory reporting'
CV profile line should include: Fixed Income, Lloyd's/insurance, Solvency II, Aladdin, SQL/Python
Frame your interest in the role around the build opportunity — not just the firm or salary
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Role Brief
What the live job description actually says
Role Brief
What the live job description actually says
Posted on the Senna Private Equity Careers Network.
Overview
This is an Investment Analyst opportunity based in the City of London, sitting within an asset manager that is in the process of bringing its multi-manager investment function in-house from a major insurance group. The transition represents a significant period of structural change, and this hire will play a meaningful role in shaping the operational and analytical foundations of the investment portfolio as it is established internally.
The role reports into the Head of Investments and works closely with both Strategy and Operations leads. It carries a salary of up to £75,000, is permanent, and operates on a full-time hybrid basis.
Key Responsibilities
- Produce regular regulatory reporting covering investment holdings, investment look-through, derivatives positions, and realised and unrealised returns, in support of Lloyd\'s, Solvency II, ALM, and stress testing requirements.
- Support the Head of Investments in maintaining control and operational integrity across daily execution, regulatory compliance, and portfolio monitoring.
- Deliver data-driven insights and accurate reporting to both Strategy and Operations leads.
- Manage day-to-day asset movements and maintain disciplined cash flow management and forecasting.
- Monitor portfolios and mandates to ensure they remain within defined control ranges, risk appetites, and liquidity parameters.
- Independently monitor and challenge external investment managers to ensure full compliance with mandates and guidelines.
- Support compliance monitoring and internal reporting processes.
- Contribute to process automation and system development alongside BAU responsibilities.
Skills & Experience
- Prior experience in a similar investment analyst or investment operations role within an asset management environment.
- A strong bias toward Fixed Income asset classes is required.
- Experience gained within a Lloyd\'s Syndicate or large insurance investment environment is highly preferred and will be prioritised in the selection process.
- Solid understanding of regulatory reporting, internal reporting, cash flow management and forecasting, and compliance monitoring.
- Familiarity with data, custody accounting, and risk systems from both a BAU and process automation perspective; experience with Aladdin and Bloomberg PORT is a distinct advantage.
- Proficiency in SQL and/or Python, Power BI, and Excel is highly advantageous.
- Progress toward or completion of the CFA or IMC is viewed favourably.
Why This Role Stands Out
The asset manager is at an inflection point, transitioning a previously external multi-manager investment function into a fully in-house operation. This creates genuine scope for the incoming analyst to contribute to building processes, frameworks, and reporting infrastructure from the ground up, rather than inheriting a static function. The organisation already has a number of experienced and well-regarded investment professionals in place, and the broader benefits package is described as wide-ranging — full details are available upon application.
Application Process
To be considered, please submit a relevant CV. Candidates from all backgrounds are encouraged to apply. The recruitment process is merit-based and inclusive. If you require any adjustments or assistance at any stage of the interview process, please indicate this when making contact.
Job Reference: JM1410
About Senna
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