Investment Consultant / Asset Management / CFA / Actuary recruitment
The Role:
The successful candidate will be developing the Investment Proposition, both as a stand alone offering and as part of a fully bundled DB package.
Provision of New and Existing Business Client presentations.
Interaction with the actuarial team, including input to actuarial investment modellers.
Attendance at investment committee review meetings.
To review performance of client funds and recommend relevant strategic changes due to performance concerns or fund manager changes taking into account the clients attitude to risk and benchmarks set.
To partake in industry seminars and to feed back relevant content into the business.
To effectively communicate house investment strategy both internally and externally via the preparation of strategy bulletins, seminars, intranet and extranet content.
Interacting with potential clients and assisting with new business wins.
To act as a point of reference for investment queries from all areas of the corporate business.
To provide monthly input to relevant business stream training sessions to ensure education within the consultant population is at a high level.
To promote the Implemented Consulting proposition to both existing and new prospects.
To assist trustees with establishing and reviewing their asset allocation strategy.
The Opportunity:
Fast Career Progression
Competitive benefits
The Candidate:
3-5 years relevant experience, Consultancy background
At least 1 year client facing
Graduate
Understands the nature/structure of the financial services industry.
CFA or part qualified Actuary (or equivalent) with Investment Exams.