Investment Analyst Strategy recruitment
As an Investment Analyst in the Core Strategy team, you will help model investment strategy solutions and produce reports of the analysis for mainly UK-domiciled pension schemes.
You will work with teams from other parts of the Firm in developing the analysis and considering risk and return profile of a range of asset classes.
The main duties and responsibilities are as follows:
- Model and develop an understanding of: liability data, strategy software and other tools.
- Develop knowledge of investment and derivatives markets which will be applied to analysis and discussion with other team members on a variety of projects. Liaise with members of the wider investment team and benefits practice to obtain necessary information and context, so to understand the client’s needs.
- Work with Lead consultants to develop solutions to problems through a critical and iterative process, and present this effectively with delivery in a timely manner.
- Support team members in construction and delivery of presentations to clients.
Performance Objectives:
Excellence
- Conduct analysis using complex data
- Prepare first drafts of client documents
- Communicate ideas and views effectively
People
- Build strong relationships internally and collaborate effectively on cross-functional teams
Clients
- Deliver on projects to meet or exceed client expectations
- Increase efficiency within client teams by identifying ways to improve processes
- Seek out opportunities to participate in a range of projects to gain exposure to a wide range of traditional and non-traditional clients
Financial
- Meet chargeable hours targets
- Contribute to sales and marketing efforts by drafting proposals and responding to RFPs
The Requirements
- Graduate, with progress towards relevant professional qualifications such as CFA, FIA or equivalent
- Strong working knowledge of Excel and databases, and interested in furthering knowledge in quantitative analysis
- Understanding of and strong interest in financial markets and the practical issues of investment management (investment process, organizational structure and people, marketing, business management and strategy)
- Progressing knowledge of the investment process across a range of asset classes
- Excellent oral and written communication skills
- Comfortable and successful in a team environment; able to fit seamlessly on teams of senior and more junior colleagues
- Enquiring and analytically minded with a logical and thorough work ethic
- Ability to grasp issues and offer innovative solutions
- Track record of delivering high quality work on time and within allocated budget
- Familiarity with investment consulting for UK pensions schemes and some knowledge of derivatives will be advantageous.
October 10, 2010
• Tags: Investment Analyst Strategy recruitment, Investment Consulting careers in the UK • Posted in: Financial