Investment Management - Senior Analyst

Are you keen to make a difference in a dynamic organisation? Do you have a passion for putting the customer at the centre of everything you do?

We’re a fast-paced, dynamic Group at the cutting edge of building safe and recurring value for all of our stakeholders. Our core areas include: bespoke pension solutions, wrap platform, independent financial advisory, investment consultancy, research and due diligence, and more. We currently have £33bn Assets Under Management and are still growing.

This role is within Embark Corporate Services Limited, part of the Embark Group.


What you’ll do

Embark Investments is the Authorised Corporate Director of the Embark Horizon Fund range. The ACD outsources asset allocation and portfolio management to third parties.         

As a Senior Analyst you will be responsible for the oversight and governance of these relationships and supporting any investment or regulatory related changes to the management of the ACD’s funds.

In your role, you will follow the UK retail market for multi-asset solutions and work, together with the wider EIL team, on developing and launching new investment products. This role reports directly to the CEO of EIL.


Key Accountabilities

  • Be accountable for investment management oversight and portfolio risk management excellence for EIL
  • Perform all daily and periodic procedures for EIL Portfolio Risk Management (risk profile monitoring, quarterly asset allocation reviews, investment and borrowing powers)
  • Produce and validate data for Management Information (MI) reporting for the EIL Management Committee & EIL Board, as required
  • Produce and validate data for EIL, the Analyst to submit for Regulatory reporting submissions (FCA, HMRC, other)
  • Prepare project proposals/plans for new funds or changes to existing funds; co-ordinating with investment managers and managing the execution
  • Prepare documentation and participate with the EIL CIO for the annual review to ensure that the funds and the funds’ documentation are fit for purpose
  • Provide regular updates on key market trends in the UK multi-asset and risk-rated funds space for retail clients
  • Participate in industry and regulatory forums to ensure EIL is playing a key role in future industry developments.

Who you are and the experience we’re looking for

  • Investment Management Certificate or equivalent relevant qualification 
  • Chartered Financial Analyst or working towards that qualification is highly desirable
  • Degree in a related subject (e.g. Business, Economics or Science).
  • Self-drive, seeking continued development and self-improvement
  • Multi-disciplinary expertise with significant investment knowledge and experience
  • Ability to monitor portfolio risk and post-trade compliance
  • Ability to raise issues when required and map out steps for resolution, working with internal and external parties
  • Familiarity with relevant regulations e.g. AIFM, COLL, FUND 3.10, SYSC 8 (Outsourcing) would be advantageous
  • Commitment to provide high quality work to occasionally pressing deadlines
  • Enthusiastic and positive attitude with a desire to continue to improve processes and help drive the department forward.


Why join us

Our approach centres on four primary enablers: our expertise, access to leading technology, focus on consumers, and capital.

We believe in transparency and meritocracy; we want to give all of our people the opportunity to be the best they can be, sharing in our future success.


Our family of companies include:

The Adviser Centre – a free-to-air, online fund research and consultancy service, dedicated to helping financial advisers to assess, select and monitor suitable actively-managed funds from the whole of the market.

EBS Pensions Limited – developed over the last 20+ years into a leading SIPP and SSAS provider, with over 15,000 clients and £2.8bn assets under administration.

The Embark Platform – a low-cost retirement-focused platform for financial advisers built on cutting edge and market leading FNZ technology.

Hornbuckle – one of the UK’s leading independent specialist pension providers, Hornbuckle has excelled in self-invested pension provision for more than three decades.

Rowanmoor – the UK’s largest independent SSAS provider and a provider of bespoke SIPPs and Family SIPPs.

Vested – a collaboration between Embark Group and Mazars LLP. Together we bring the very best in employee benefits and workplace savings to small and medium sized employers (those with between 100 and 750 full time employees).

Embark Corporate Services – is the provider of centralised Corporate Support to the Embark Group. Our approach is simple, we provide excellence in service to support the Group in being a world class full-scale retirement solutions provider.

Horizon by Embark - offers five multi-asset portfolios designed to align with investor’s chosen risk profile.

Advance by Embark - Platform which is a digital solution supporting advisers who are delivering services to clients seeking to build their financial security for retirement.

You will receive consideration for employment without regard to race, religion, gender, sexual orientation, national origin, disability or age.

Apply now and join us on our journey.

Or, know someone who would be a perfect fit? Let them know!


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