Global Vision, Local Wisdom

Trainee Actuary - Investment Services

Reference: HR16620

Key Responsibilities

The duties of this role include but are not limited to

  • Producing high quality regular investment performance analysis and reports
  • Assisting with the review and implementation of investment options
  • Using mathematical models to project and compare investment outcomes for different investment strategies
  • Using mathematical models to project maximum losses
  • Assisting in the delivery of other non regular reporting and investment consultancy services to clients
  • Representing BWCI professionally and effectively with clients and investment managers
  • Checking work of other team members
  • Providing input into investment related projects and processes including development of mathematical models

Qualifications and Experience

  • Maths at A Level (A - B Grade) is essential, English minimum C grade at GCSE
  • Maths or science based degree is desirable
  • Good knowledge of Microsoft Office, specifically Word and Excel
  • If suitable progress is made the successful candidate will be supported through Institute and Faculty of Actuaries exams
  • Previous experience in a financial services office environment will be an advantage to applicants
  • Knowledge and experience of visual basic or similar would be advantagous

Person Specification

The ideal candidate should be

  • able to demonstrate good numeracy skills and provide evidence of accuracy
  • able to demonstrate attention to detail in their work
  • organized and able to prioritize their workload
  • able to work to their own initiative as well as in a team
  • able to work with minimum supervision on tasks assigned to them after an initial briefing of the task is given
  • able to demonstrate good communication and teamwork skills
  • interested in mathematical modelling and problem solving

Equal opportunities statement

BWCI is committed to eliminating unfair discrimination and encouraging diversity amongst our workforce. The Partners and Senior Management demonstrate commitment to equality and fairness irrespective of gender, marital status, race, ethnic origin, colour, nationality, national origin, disability, sexual orientation, religion or age. We oppose all forms of unlawful and unfair discrimination. If you require assistance or reasonable adjustment in order to attend an interview, please let our HR team ( know at the time of application.