Jobs

Assistant Investment Consultant

Posted 2 months ago
Salary
£40,000/ANNUAL
Location(s)
North West, South East
Type
Permanent

If you are somebody who has a real enthusiasm for investments and is wanting to become more client facing, then I have a position that could be right for you.

Perhaps you are an Investment Analyst looking to step into a more consultative role?

Or maybe you have an Actuarial background but are ready to utilise your skills in a new area?

What’s even better is I’m not just looking for one, but two Assistant Investment Consultants to join a pensions consultancy in either Manchester or Reading.

As an Assistant Investment Consultant, you will be getting involved in:

  • Working as part of a client team to produce strategic advice.
  • Setting up asset liability models to help clients better understand risk.
  • Producing clear written advice to enable clients to quickly identify and understand the key issues.
  • Preparing monitoring reports to help clients understand what is driving performance.
  • Attending client meetings to deliver advice and help understand the importance of effective communication.
  • Researching fund managers and investment ideas across the full range of asset classes.
  • Supporting asset transitions across managers and funds.
  • Contributing to the continuous discussion about how to improve for your clients (e.g. new investment ideas).

If you have experience in researching investment ideas and are looking to progress with your CFA exams, then get in touch for an informal chat or apply directly here.

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