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Investment Consultant

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  • Contact:

    Karen Newton

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  • Published:

    about 2 months ago

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This is an excellent role for a nearly or qualified Actuary or CFA qualified Consultant, as you will get the opportunity to join a successful and growing multi-disciplined Investments team and be a key member of the UK based Investments team.

They deliver a range of sophisticated advisory and fiduciary management solutions to a wide range of institutional clients (pension schemes, insurance companies, endowments and foundations, charities and wealth managers).

You will work directly with clients and leveraging the wider team (including Performance Reporting, Manager Research, Transition Support, Portfolio Management, Business Development, Strategy and Operations) to deliver investment strategies focused on solving our clients' needs.

As an Investment Consultant, you will build relationships with all key stakeholders associated with the client (trustees, sponsors, third party advisors)

Role requirements:

  • Experience working with trustees and corporates on defined benefit pensions within either an investment or actuarial consultancy role
  • Strong technical understanding of investments markets and asset classes
  • Qualified Actuary or CFA or working towards this

For further details or for a confidential discuss around how your role compares in the market, please don't hesitate to reach out on or call me on 020 3861 9181.

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