Leading consultancy is seeking a talented part-qualified investment consultant (FIA/FFA/CFA) with demonstrable experience in the UK DB pension investment consulting sector to join their team.
Assisting consultants in identifying suitable investment strategies, you will identify suitable investment structures to implement strategies, taking into account individual client’s circumstances and preferences.
You will also calculate investment performance figures for performance monitoring purposes while maintaining up-to-date knowledge of market practice and legislation.
In addition, you will understand the basis of transfers of assets between investment managers and liaise with managers during the transfer while undertaking performance and risk assessment of portfolios.
With excellent presentation and communication skills, the successful candidate will possess good Excel and project management skills.
An excellent career development opportunity.
Please contact us to discuss this vacancy or for an informal discussion regarding your career goals. We are very happy to perform bespoke research on your behalf.