Investment Consulting Analyst recruitment
Responsibilities
Actively participating in developing advice to clients by helping the lead consultant generate ideas on the future direction of particular clients
Working off own initiative on client specific projects
Coordinating all client work and timely delivery to consultant for review
Efficiently managing deadlines by effective delegation and being in a position to work independently with little guidance for routine matters
Participating in the success of the business through mentoring, and some contribution to thought leadership
Managing routine client projects, with modest oversight from a more experienced consultant
Serving as a strong second on small to medium clients and being a key member for larger client teams
Serving as day-to-day contact on smaller clients
Preparing meeting materials
Ensuring quality by reviewing work and applying technical expertise
Requirements
A degree in a related discipline (likely to be Mathematics, Economics or Business biased)
Working towards a professional qualification (mainly CFA or FIA)
Good experience of the financial services industry
Proven experience with a major consulting, fund management or banking firm, involved in advising UK occupational pension schemes
In-depth understanding of most applicable areas of investment theory
Good understanding of applicable regulatory and legislative rules, and of performance measurement techniques
Good understanding of all main asset classes, how they interact and the role they can play in meeting client objectives
Good knowledge of active and passive management and the different styles of active managers
Basic understanding of pension liabilities and the asset-liability process
Basic awareness of some of the key alternative asset classes and their use within an asset portfolio