INVESTMENT CONSULTANT / SENIOR ANALYST

If you have experience of working within an investment consultancy and wish to take your career to the next level, then this is the ideal opportunity. In this role you will work with Senior Investment Consultants and Partners across the practice and get involved with:

• Running and interpreting asset liability models (“ALM”);


• Identifying suitable investment strategies based on ALM output;


• Identifying suitable investment structures to implement strategies, taking into account individual client’s circumstances and preferences;


• Conducting investment manager research and formulating views on investment managers’ capabilities;


• Conducting investment manager selection exercises, leading clients to reach decisions on managers;


• Assessing investment management agreements and negotiating terms with investment management providers;


• Agreeing the basis of and overseeing transfers of assets between investment managers;


• Maintaining up-to-date knowledge of market practice and legislation;


• Undertaking performance and risk assessment of portfolios; and


• Presenting the different investment requirements of defined benefit and defined contribution schemes, including AVCs, and suitable investment options. ??

Suitable candidates should be qualified or making good progress towards the actuarial or CFA qualification and have experience of working within a UK pension fund investment consultancy.