Graduate Actuarial Trainee – Investments

ref ID: 35


We are looking for graduates who have high academic achievements as well as the following skills:


  • Able to accept responsibility at an early stage in their career
  • Personally motivated
  • Strong communication skills
  • Able to tackle and solve problems


Your role will involve supporting the ongoing activity of the wider investment team, as well as providing local investment support to the Basingstoke office. You will be required to be proactive and self-motivated.


No prior experience is expected and full training will be provided. The duties and responsibilities of the role will include:


    • Production of regular reports such as performance monitoring documents and investment briefings.
    • Assistance with the transition of scheme assets to new investment strategies
    • Monitoring pension scheme funding levels against pre-determined triggers
    • Drafting and maintaining procedure documents for all regular tasks
    • Collation of investment performance information for pension scheme accounts
    • Collation and manipulation of data in order to populate investment models
    • Draft investment strategy review reports, manager selection reports, and other non-standard investment reports as required


We offer full support to study for the Fellowship of the Institute and Faculty of Actuaries. Please see our website ( for more information on our current study package.


Ultimately, you require determination and self-discipline to meet the demands of studying and working full time.