Investment Analyst – Client Team recruitment
Responsibilities will include
Ø Actively participating in developing advice to clients by helping the lead consultant generate ideas on the future direction of particular clients in terms of their investment portfolio
Ø Working off own initiative on client specific projects
Ø Coordinating all client work and timely delivery to consultant for review and delivery
Ø Managing routine client projects, assisted by an experienced consultant
Ø Serving as day-to-day contact for smaller pension scheme clients, acting as a strong second on bigger clients, contributing to the overall client experience.
Ø Preparing meeting materials
Ø Ensuring quality by reviewing work and applying technical expertise
Candidate requirements
Strong educational background, minimum 2:1 degree, A level Mathemenatic
Progress towards a professional qualification - FIA or CFA
Knowledge or experience of the UK pension scheme arena from a related working environment - e.g. investment consultancy or fund management.
Broad asset class knowledge
Excellent written and oral communication skills