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IC
Icbl·23 hours ago
23 hours ago

Investment Analyst

Bridgetown, BarbadosFull-timeMid · 2-5 yearsInvestment Analyst

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Must-have skills for this role

  • excel
  • investment analysis
  • portfolio management
  • asset allocation

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What you'll do

  • Assists with monitoring investment portfolios, ensuring alignment with approved asset allocation guidelines and investment limits.
  • Supports the rebalancing process by preparing data and analysis on portfolio positions and exposures.
  • Maintains accurate records of portfolio holdings, transactions and valuations within investment systems.
  • Tracks portfolio exposures, duration and liquidity positions.
  • Assists in the preparation of portfolio performance reports, including returns relative to benchmarks.
  • Supports basic performance attribution analysis (e.g., contribution by asset class or security).
  • Compiles and updates investment dashboards and key performance indicators (KPIs).
  • Prepares periodic reports for Management and Committees.
  • Conducts preliminary analysis of securities and asset classes, including fixed income, equities and cash instruments.
  • Gathers and analyzes economic and market data to support investment decisions.
  • Monitors local, regional and international capital markets and summarize key developments.
  • Assists in the preparation of investment notes and recommendations for review by senior team members.

What they're looking for

  • Bachelor’s Degree in Accounting, Finance, Economics, Banking or equivalent degree in a related discipline.
  • One to three years’ experience in investments, finance, or a related analytical role (internships included).
  • Basic understanding of portfolio management and asset allocation concepts.
  • Ability to interpret financial statements and market data.
  • Willingness to learn and develop within the investment management field.
  • Proficiency in Microsoft Excel (formulas, data analysis, basic modelling).
  • Keeps financial information and corporate plans confidential to protect the company’s interests.
  • Problem-solving with attention to detail, time management and organizational skills.
  • Ability to multi-task, work autonomously and meet deadlines.
  • Ability to maintain professionalism and work collaboratively within a team environment.
  • Excellent interpersonal, communication and organizational skills.
  • Strong ability to use judgment and discretion.

Nice to have

  • Progress toward or interest in pursuing a professional designation such as the CFA (Chartered Financial Analyst) would be an asset.
  • Exposure to financial modelling, investment analysis, or capital markets is desirable.
  • Experience with pension funds, insurance portfolios, or institutional investment is an advantage but not required.
  • Experience in an insurance environment would be an asset.

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

ICBL is Barbados’ largest general insurance provider, writing business in all areas of general insurance including, Property, Liability, Accident, Motor, Marine, Aviation and Transit Insurance. ICBL also offers insurance coverage for Group Life, Group Health and Individual and Group Pensions.

 

We are recruiting an Investment Analyst to support the effective management of the Company’s investment portfolios by providing high-quality, analytical, reporting and operational assistance. The ideal candidate will contribute to portfolio monitoring, performance measurement and investment analysis, to support informed decision-making and alignment with the Company’s investment strategy.


The position is at the level of Grade 3 (Assistant Manager) in the Company’s compensation structure and will report to the Investment Manager or designate.

 

Major Areas of Responsibility:

Portfolio Monitoring & Support:

  • Assists with monitoring investment portfolios, ensuring alignment with approved asset allocation guidelines and investment limits.
  • Supports the rebalancing process by preparing data and analysis on portfolio positions and exposures.
  • Maintains accurate records of portfolio holdings, transactions and valuations within investment systems.
  • Tracks portfolio exposures, duration and liquidity positions.

 

Performance Measurement & Reporting:

  • Assists in the preparation of portfolio performance reports, including returns relative to benchmarks.
  • Supports basic performance attribution analysis (e.g., contribution by asset class or security).
  • Compiles and updates investment dashboards and key performance indicators (KPIs).
  • Prepares periodic reports for Management and Committees.

 

Investment & Market Analysis:

  • Conducts preliminary analysis of securities and asset classes, including fixed income, equities and cash instruments.
  • Gathers and analyzes economic and market data to support investment decisions.
  • Monitors local, regional and international capital markets and summarize key developments.
  • Assists in the preparation of investment notes and recommendations for review by senior team members.

 

Liquidity & ALM Support:

  • Assists with cash flow tracking and liquidity forecasting.
  • Supports Asset-Liability Management (ALM) processes by compiling relevant data and reports.
  • Contributes to the preparation of regulatory and internal ALM reporting.

 

Risk & Compliance Support:

  • Ensures investment data and reports comply with internal policies and regulatory requirements.
  • Assists in stress testing and scenario analysis under guidance from senior team members.
  • Supports implementation and reporting requirements under IFRS 9.

 

Operational & Administrative Support:

  • Maintains and updates investment databases, models and records.
  • Assists in the preparation of departmental and investment reports.
  • Coordinates materials for Board and Committee meetings, as required.

 

Stakeholder Engagement:

  • Develops and maintains effective working relationships with internal teams and external market participants.
  • Liaises with brokers, custodians and other service providers to obtain market data and investment information.

 

Other Responsibility:

  • Performs other related duties as assigned and necessary for the development of the Insurance Corporation of Barbados Limited.


Qualifications, Experience and Skills:

  • Bachelor’s Degree in Accounting, Finance, Economics, Banking or equivalent degree in a related discipline.
  • One to three years’ experience in investments, finance, or a related analytical role (internships included).
  • Progress toward or interest in pursuing a professional designation such as the CFA (Chartered Financial Analyst) would be an asset.
  • Exposure to financial modelling, investment analysis, or capital markets is desirable.
  • Experience with pension funds, insurance portfolios, or institutional investment is an advantage but not required.
  • Basic understanding of portfolio management and asset allocation concepts.
  • Ability to interpret financial statements and market data.
  • Willingness to learn and develop within the investment management field.
  • Proficiency in Microsoft Excel (formulas, data analysis, basic modelling).
  • Keeps financial information and corporate plans confidential to protect the company’s interests.
  • Problem-solving with attention to detail, time management and organizational skills.
  • Ability to multi-task, work autonomously and meet deadlines.
  • Ability to maintain professionalism and work collaboratively within a team environment.
  • Excellent interpersonal, communication and organizational skills.
  • Strong ability to use judgment and discretion.
  • Displays integrity, leading by example.
  • Experience in an insurance environment would be an

 

Compensation

A competitive remuneration package will be offered in accordance with qualifications and experience.

 

Deadline Date for Applications

Wednesday, September 02, 2026

Company

IC
Icbl
Bridgetown, Barbados

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Icbl's careers site·first seen 22 Sept 2026·last verified 22 Sept 2026·How we source jobs

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