Client Analyst
: Our client, who has built up an impressive portfolio of complex, multi billion pound clients, is seeking to expand to meet growing demand driven by an impressive track record of beating liability benchmarks.
Responsibilities
- Relationship management and development for fiduciary and advisory clients
- Supporting client managers with complex strategic advisory mandates, working closely with structurers and portfolio managers
Experience and Qualifications
- Likely to have 2 to 5 years’ experience in an investment focused role, ideally in a consultancy advising major pension funds.
- Understanding of LDI/liability hedging strategies
- CFA or FIA track likely
Attractions:
- Varied and challenging role offering greater client responsibility earlier and deeper involvement in the investment process than is typical at larger, more mature organisations.
- Fantastic client base either signed up to fiduciary or willing to act on advice (no maintenance-only legacy clients), and no conflicts between fiduciary and advisory as services developed in parallel.
- Growing firm in a burgeoning market so huge scope for career development.
Role would ideally suit an ambitious analyst ready to take step up in client responsibility and get actively involved in the investment process.
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