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Assistant Investment Consultant

Zoek Pin Bristol, England

Negotiable

Permanent (Full time)

Our client is a prestigious pensions company who is seeking an Assistant Investment Consultant to join their Bristol office.

The role:

  • Working in client teams to produce strategic advice.
  • Potentially starting to lead client teams or moving into this role rapidly.
  • Setting up asset liability models to help our clients better understand risk.
  • Producing clear written advice to help our clients quickly identify and understand the key issues.
  • Preparing monitoring reports to help our clients understand what is driving performance.
  • Attending client meetings to help deliver advice and understand the importance of effective communication.
  • Researching investment ideas across the full range of asset classes.
  • Researching fund managers.
  • Supporting asset transitions across managers and funds.
  • Contributing to the continuous debate about how we do an even better job for our clients (. new investment ideas or ways to communicate investment concepts).

The Person:

Essential requirement:

  • Passionate about investments and investing
  • Excellent communication skills, both verbal and written
  • Strong desire to become a client facing consultant
  • Confidence to express a view
  • Hard working, dedicated individual
  • Desire to take responsibility for work
  • Effective organisation skills and ability to manage and prioritise workload
  • Proactive attitude & quick to learn
  • Care and keen attention to detail
  • Strong computer skills, particularly Microsoft Office
  • Good mathematical ability
  • At least two years' experience as an Assistant Investment Consultant in an employee benefits consulting firm or very similar directly relevant role.

Desirable Requirements:

  • Experience of the investment issues faced by pension schemes
  • Experience of delivering advice to pension schemes
  • Experience of researching investment ideas or investment managers
  • Progress towards the CFA or actuarial exams

Posted 33 days ago

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